my.taxbordr, the client portal
Taxbordr clients work with us in my.taxbordr. Messages, documents, dates, payments and your tax file are kept together and secure, and read by the advisers who work on your case.
In English or Portuguese, on your phone or computer.
Your tax file
Your NIF, tax residence, family, income, assets and plans for the year ahead, kept in one place and updated by you or by us. Add your Portal das Finanças and Segurança Social Direta logins once: they are encrypted, only our advisers can open them, and each opening is recorded.
Your timeline
Everything we have exchanged, in date order: messages, emails and WhatsApp, files, calls, quotes, invoices and payments, with the dates ahead marked.
Messages and documents
Write to us from the portal and send documents securely. Our requests list what we need and by when, and each document stays in your files.
Where your work stands
Each matter shows where it stands and the next step, ours or yours, from the first consultation to the last step.
Payments
Quotes, invoices and receipts in one place, paid by card or bank transfer.
Start with a Tax Consultation.