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I'm an accountant/adviser
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where you are you are financially with a range of tools and reports
your finances more efficiently by having everything in place
important financial milestones with mygoals
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Greater control with real time access to all your financial information
Keep track of your cash flow with the auto-categorisation of spending and expenses
Digitally sign documents like tax returns and statements of advice from any device
Connect with your adviser or accountant and request services
Manage your insurance and estate planning needs with myprotection
mytax takes the pain out of lodging your tax return
How it works for accountants/advisers
Finances on the go.
Our app gives you access to your whole financial world through your phone or tablet.