Engagement queue
See tax returns, BAS work, and advisory engagements in one place. Know what is waiting on the client, what is ready for preparation, and what still needs review.
For tax accountants
Stop chasing documents. Keep tax work moving.
Matter is the client document management and workflow layer around your tax software. Give clients a clear portal for uploads and updates, keep every request in one place, and spend less time chasing paperwork.
Key points
One engagement view for the team. One clear portal for the client.
Document requests clients can finish
Request the records each engagement needs, then track what is in, what is overdue, and what still needs a follow-up without rebuilding the checklist in every email thread.
Client portal that feels current
Clients can upload files, see what you still need, and check status in a branded space that feels more professional than a chain of email reminders.
Reminders and approvals
Keep reminders, document chases, and client replies tied to the engagement so the team spends less time nudging and more time finishing the return.
TPB-ready record keeping
Keep documents, notes, and client communication attached to the engagement with timestamps and history.
Secure document handling
Sensitive client records sit behind independently tested security, not in a shared inbox.
One engagement history
Requests, uploads, notes, and client updates stay together so the whole team can see what has happened and what comes next.
Definition
Short answer
Matter is client document management for tax accountants and BAS practices. Your tax suite stores the client record. Matter helps your team collect documents, chase missing information, keep clients updated, and move each engagement forward without running tax season through inboxes and spreadsheets.
Best for
Tax accountants and BAS practices that already have tax and accounting software but still lose time collecting documents, following up, and keeping clients informed.
Why teams switch
Branded client portal, secure document collection, reminder workflows, and independently tested security for sensitive tax records.
Best fit
Matter is for firms that already have tax software but still run the document chase by hand.
Matter is a strong fit when the real bottleneck is collecting statements, ID, deduction records, signatures, and replies fast enough to keep the team preparing work instead of waiting on it.
Watch for this fit
- It is also a strong fit when the client portal matters because the practice wants fewer "did you get this?" emails and a clearer way for clients to see what is still outstanding.
- If the decision is mostly about tax preparation depth, practice management, billing, or accounting, keep your current suite in place. Matter is built for the client document workflow around that stack.
Useful next reads
Start with the shortlist, then review the portal and staff workflow.
Compare hub
Compare accounting shortlist options
See Matter, Karbon, FYI, Canopy, TaxDome, and SuiteFiles in one accounting compare hub.
Open resourceGuide
Best accounting client portal software
Use this guide when the shortlist turns on client experience and the workflow around document requests.
Open resourceGuide
Best document management software for accountants
Use this guide when the decision is between a wider document stack and a more focused client document workflow.
Open resourceClient portal
See the client experience
Look at the branded portal clients use to upload files, see requests, and check progress without calling the practice.
Open resourceStaff view
See the team workspace
See how Matter keeps the engagement, missing documents, notes, and next actions together for the firm.
Open resourceSecurity
Review the security posture
See the independently tested security page for firms handling TFNs, financial records, and other sensitive client data.
Open resourceFAQ
Does Matter replace Xero or a full tax suite?
No. Matter is built for the client document workflow around your existing tax and accounting tools. Use it to collect files, chase missing items, keep clients updated, and coordinate the work around each engagement.
What work does Matter reduce for tax teams?
Matter reduces the admin around document collection, reminders, portal communication, status questions, and keeping each engagement ready for preparation and review. It helps the team spend less time hunting for files and more time finishing the work.
Why use Matter instead of shared drives or a basic upload form?
Because the request, upload, note, and next step stay attached to the engagement. The team can see what is missing, the client can see what to do next, and sensitive records stop getting scattered across inboxes.