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  1. AU Tax - Add a secure document transfer or integrated client identity verification portal to satisfy TPB/ATO requirements

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    0 comments  ·  Security & support » Security  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Michael, thanks for bringing this idea to the community. We understand why having an integrated way to securely collect identity verification documents and support client onboarding compliance could be valuable, especially for practices managing remote clients.

    The idea is to provide a secure document collection or verification workflow within Xero Tax, helping practices manage client information requests and keep compliance processes more streamlined.

    We encourage the community to vote on this idea if you’d find this practice workflow improvement useful.


    Michael Hymer shared this idea  ·