Welcome to your Taxwise Private Client Portal where we keep you up-to-date on all of your business accounting and communications with Taxwise.
To navigate around your client portal, please use the portal menu at the top left of your screen.
What can you do here in your Taxwise Private Client Portal?
Onboarding Form
We have made it simple for you to supply us with all the documentation we will require to get you started. Please select the “Onboarding Form” tab which can be found in your portal navigation. Simply fill out the form, attach your documents and submit them to us and we will do the rest.
Dashboard
**COMING SOON – at the click of a button, using the “Dashboard” tab you will be able to see an overview of the current status of your business based on your latest accounts figures.
Messages
Instantly connect with a private message to your Account Manager, who will be more than happy to discuss any of your requirements or tax issues. Through “Messages” you can also upload any images or documents that relate to your discussion, the chat is securely stored in your portal for later reference.
Tasks
From Bookkeeping deadlines to your tax submissions and document requests, here you’ll find all your important “tasks”, dates and key action points. This is your dedicated space to keep track of everything we are working on and any pending actions required to keep your business on track.
Files
This tab is where we upload and store all the important documents relating to your business for your accounts. Here you will find “Files” used for: Business Setup Docs, Contracts and Engagement Letters, Financial Records, Payroll & HR and Tax & Compliance.
Contracts
View and sign the “Contracts” for your business sent to you by Taxwise.
Book A Call
Simply select a date and time that is convenient for you using our “Book A Call” tab. Secure a 30-minute consultation to discuss your business and how Taxwise can support you with VAT, Bookkeeping, and Corporate Tax compliance.
Forms
This is where you will find useful “Forms” client feedback and other submissions we may request you to complete while working with Taxwise.
Latest News
This is the very latest news from Taxwise and the world of finance from our website: www.taxwise.ae
If you need to discuss your business at any time, please contact our team through the “Messages” tab.
