CA Portal is a tool for sending your Annual Tax Information Questionnaires to your accountant via the internet. Because the data is uploaded to your accountant electronically via this secure web service, it saves you and your accountant time and money. It also makes your annual accounting process go faster.

Traditionally you fill in forms and attach receipts and files to a printed Annual Tax Questionnaire. By using CA Portal, you answer the questions online and upload receipts and invoices, and attach relevant files like cashbooks.

In three simple steps you complete your Annual Tax Questionnaires and send through your books to your accountant, who can then process your financial statements for you.

For each of their entities, clients: