Over the last few years, the accountants at FAJ have been working towards preparing tax returns without the need to print them. If you have visited our office to have your tax return prepared, it’s likely you have used one of our I-pads to sign your return.
The next phase of this project is to use a secure portal that allows electronic signing.
Previously, we might have emailed your tax return to you for signing. You would then need to print the return, sign it, re-scan it and email back to us.
In future, once your return is done, you will receive an email to log into your client portal and electronically approve a document. This process is very simple and you can approve your tax return (or approve any other document) and send it back to us with only a couple of clicks of your mouse. If you have access to your emails on your smart phone, you can view and approve via your phone.
Once we have created a portal for you, documents that have been added to the portal will stay there indefinitely and you can access them any time. To access your portal (once set up) go to: https://francisajones.portal.accountants/login and use your email address and password to login.
Alternatively, you can use our FAJ app to link direct to the portal. For more info on using our app, go our website at https://www.faj.com.au/francis-jones-tax-tools/
We appreciate any feedback you might have about the client portal. Please feel free to call us on 9335 5211 if you have difficulties using the portal or wish to provide comments.
Author: Heather Cox
Email: [email protected]
