For tax accountants
Stop chasing documents. Start closing lodgements.
Tax season shouldn't mean drowning in email attachments and shared drives. Matter gives your practice a secure, central place for every client engagement: documents, deadlines, and communication in one system.
You already know the problem.
Your clients email you bank statements in March, forget to send their PAYG summaries, and then call in October asking why their return isn't done. You chase documents through inboxes, WhatsApp, and shared folders. You know exactly which clients are missing what, but only because you've been keeping track in your head or a spreadsheet.
You're a registered tax agent. You handle TFNs, ABNs, financial statements, and personal information every day. Your practice software should make that easier, not harder.
Built for tax practices
Every engagement. Every document. One place.
Engagements as cases
Each tax return, BAS lodgement, or advisory engagement is a case. See what's in progress, what's waiting on the client, and what's due next. Filter by type, assign across your team, prioritise by deadline.
Client document collection
Create a checklist for each engagement: bank statements, PAYG summaries, receipts, prior returns. Your clients upload through a secure portal. You see what's in and what's missing without sending another email.
Client portal they'll actually use
Your clients log in, see what you need from them, and upload it. They can check the status of their engagement without calling your office. Simple enough for clients who've never used anything beyond email.
Automated reminders
Document collection reminders and deadline alerts go out automatically. Clients get nudged before things slip. You spend less time chasing and more time on billable work.
Compliance
TPB-ready record keeping.
The Tax Practitioners Board expects you to maintain proper records of your client engagements. Matter builds that into how you work, not as an afterthought.