Client Information
Everything you need to know about working with Palfreyman Chartered Accountants.
Palfreyman Chartered Accountants Portal
At Palfreyman Chartered Accountants we offer our clients a secure web-based Client Portal system where we can upload your completed tax return for your review. This system is personalised for each individual where only you are able to view and authorise documents sent. Once you have reviewed documents, you are able to digitally sign the document. As there is no physical printing, signing or scanning needed, most clients find this option to be more convenient that coming in for a meeting.
You can access our secure Online Client Portal here.
If you think the Portal may suit you better than your pre-existing tax arrangement, why not get in touch with us so that we can get you started on this system?
Need an Appointment?
You can now request an appointment online. Visit our contact us page to complete this form.
Information Brochures
Professional Guidelines
Palfreyman Chartered Accountants is committed to providing top level services delivered with the best standards of practice in mind. In order to do this, it is important our clients also know their obligations to the ATO, the Tax Practitioners Board and our team, as well as our obligations to you. You can read about these obligations in this Tax Practitioners Board Information Statement.
