Step 1 of 5

Personal Details

Please enter your personal information exactly as it appears on your legal documents.

⚠️ Your TFN is protected by the Privacy Act 1988. We only use it to lodge your tax return with the ATO.

Step 2 of 5

100-Point ID Check

Australian law requires we verify your identity before we can act as your tax agent. Select at least 100 points of identification from the documents below.

0
pts
Select documents to reach 100 points 100 pts required
Primary Documents (70 points each)
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Australian Passport
70 points
📜
Birth Certificate
70 points
Secondary Documents (40 points each)
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Driver's Licence
40 points
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NSW Photo Card
40 points
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Medicare Card
40 points
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Bank Debit/Credit Card
25 points
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Council Rates Notice
25 points
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Utility Bill
25 points
💡 Tip: A Driver's Licence (40pts) + Passport (70pts) = 110 points and satisfies the requirement with a single primary document.
Step 3 of 5

Upload Your Documents

Please upload clear photos or scans of your selected identity documents. Accepted formats: JPG, PNG, PDF.

⚠️ Important: Documents must be clear, unobscured, and unexpired. All four corners must be visible. Files up to 10MB each.
Step 4 of 5

Liveness Check

We need to confirm you are a real person. Please take a live selfie — position your face within the oval guide. This takes under 30 seconds.

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Camera not started
Click below to enable your camera for the liveness check.
🔒 Privacy notice: Your selfie is used only for identity verification and is deleted after your onboarding is complete. We do not store biometric data.

Note on liveness verification: Full automated liveness detection requires integration with a third-party identity verification provider. We recommend Stripe Identity or Veriff for production use. Our team will complete manual verification of your submitted selfie within 1 business day.

Step 5 of 5

Review & Submit

Please review your details below before submitting. Once submitted, our team will process your onboarding within 1–2 business days.

Personal Details

ID Documents Selected

What Happens Next?

  1. Our team reviews your submitted documents within 1–2 business days.
  2. We'll contact you by email to confirm your onboarding is complete.
  3. You'll receive a secure client portal login to share documents and track your returns.
  4. We'll schedule a free initial consultation to understand your needs.
🎉

You're all set!

Thank you for completing your onboarding. Our team will review your documents and be in touch within 1–2 business days to confirm your account is active.

A confirmation email has been sent to:
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