Taxr for Accountants: Free Client Receipt Portal

The biggest time sink in tax preparation often isn't the tax work. It's chasing clients for receipts and keying in their expenses. You know the pattern: the quarter closes, you ask for records, and you receive a shoebox of crumpled paper, a folder of blurry phone photos and a sheepish "I think I lost a few." Taxr pairs a free accountant portal with a receipt scanning app for your clients, so receipts are captured when the money is spent and you see clean, categorised records whenever you need them.

Taxr was built in Australia and the portal began with Australian practices, so BAS, GST and ATO-aligned categories are built in. UK and US practices get the same portal in their own terms: VAT and the 6 April tax year in the UK, sales tax and the calendar tax year in the US.

Disclaimer: This page provides general information only and does not constitute tax advice. Consult a qualified tax adviser for advice specific to your circumstances.

The Client Receipt Problem

Every accountant knows the drill. Deadlines approach and so do the emails:

  • "Here are my receipts": 47 unsorted photos taken at odd angles
  • "I've got everything in a folder": a plastic bag of faded thermal receipts, some from last year
  • "I tracked most of it in a spreadsheet": inconsistent categories, missing tax amounts and entries that just say "stuff"
  • "I think I lost that one": the laptop that would have been their biggest deduction

You spend hours sorting it and keying it into your practice software, time you could spend on advisory work or on new clients. Most clients aren't careless. They just don't have a system that makes record-keeping easy enough to keep up with.

The best time to capture a receipt is at the point of purchase, before the thermal paper fades and before the client forgets what the purchase was for.

How Taxr Solves It

Taxr is a receipt scanning app for iPhone, iPad and Android that your clients use throughout the year:

  1. Your client makes a purchase: fuel, office supplies, a new laptop, a train ticket
  2. They scan the receipt in the Taxr app, with the camera, from their photo library or as a PDF. A scan takes about 5 seconds
  3. AI reads the details: vendor, date, total and the tax on the receipt (GST, VAT or sales tax, depending on the country)
  4. Taxr suggests a category from their country's tax categories, and the client confirms before it saves
  5. You see it in the portal once it's confirmed, or the client emails you an Excel or PDF export for any date range

Each receipt becomes a structured record with the tax amount read and a category suggested. What reaches you is data to review rather than a pile of images to interpret.

What You Get as an Accountant

With a client connected to your portal, here's what you're working with:

  • Categorised expenses: every receipt arrives with a category, so you start from a sorted ledger instead of a blank one
  • The tax on every receipt: GST, VAT or sales tax is read from the receipt and shown in its own column, and you can correct it
  • The original receipt: open any receipt in the portal to see the photo full size, zoom in and rotate it
  • Excel or PDF exports: the Excel file has a summary by category, a line for every receipt and a "View" link to each receipt image (the links expire 48 hours after export). The PDF is a summary by category plus a receipt details table, without images
  • One format for every client: every export follows the same structure, whatever the client's industry

You spend your time reviewing and adjusting, not keying in and interpreting.

The Accountant Portal

Taxr's accountant portal at portal.taxr.io is a web workspace for accounting practices. It's free for practices, and our team sets up each one by hand.

Request portal access: it takes a minute. Tell us your name, email, firm and country. We approve each request by hand and email you a secure login link, so there's no password to remember.

Here's what's inside:

  • Invite clients in bulk: paste a list of email addresses or upload a CSV (there's a template to download), add a personal note, and send the invitations in your practice's name. Clients who already use Taxr are connected as soon as you invite them. New clients are connected when they sign up with the email address you invited
  • Client list: every client with their connection status (invited, accepted, declined or disconnected), their subscription status (free, subscribed, cancelled or expired) and their receipt count, with search, filters and sortable columns
  • Client detail: the client's confirmed receipts, filtered by period, category or uploader, with totals for spending and tax, a category breakdown, the history of messages you've sent them, and their current tax period at a glance
  • Review and confirm receipts: a two-pane reviewer with a full-size image viewer. Correct the vendor, date, amounts or category, then confirm. "Ask client" emails your question about a specific receipt, and the client's reply comes straight back to you
  • Upload on behalf of clients: drag and drop photos or PDFs when a client hands you a pile of paper. Taxr reads them into a review tray, and each one is marked as uploaded by you
  • Exports per client and period: Excel or PDF for this or last financial year (tax year in the UK and US), this or last quarter, a custom range or all time. Select several clients to download all their exports in one zip file
  • Reminder emails: templates for uploading receipts and for tax time, a BAS lodgement reminder in Australia, or your own message. Send to one client or many, with your email as the reply-to address so clients answer you directly
  • Category template: set your practice's category list once. When a client accepts your invite, their list is replaced with yours, and any category they've already used on a confirmed receipt is kept. When you process receipts for a client, Taxr's AI classifies them against your list

Australian Practices: BAS, GST and ATO Categories

The portal follows the rhythm of an Australian practice:

  • BAS: record each client's entity type (individual, sole trader, Pty Ltd, partnership or trust) and BAS frequency (quarterly or annual). The client page then shows their current BAS period next to the financial year, for example Q1 BAS for July to September
  • GST: the GST on each receipt is read by the AI and totalled by category, and there's a field for the supplier's ABN
  • Financial year: periods run from 1 July to 30 June and are labelled the Australian way (FY27), with quarters starting in July, so a BAS quarter or a full year is a preset in the filter and export menus
  • ATO-aligned categories: your category template starts from ATO-aligned business expense categories, including fuel, parking and tolls, and phone and internet
  • Lodgement season: send a BAS lodgement reminder or a tax time reminder asking clients to upload everything for the financial year, to one client or your whole list
  • Commission: Australian practices earn commission when clients they invite subscribe, disclosed to clients in writing in line with TPB guidance. The terms are under Pricing and commission below

For more on GST records, see our guide to GST receipt tracking for Australian businesses.

UK Practices: MTD Has Made This Urgent

Making Tax Digital for Income Tax started on 6 April 2026 for sole traders and landlords whose qualifying income was over £50,000 in the 2024 to 2025 tax year. They now keep digital records and send HMRC quarterly updates. The threshold drops to £30,000 from 6 April 2027 and £20,000 from 6 April 2028. For a practice, the once-a-year shoebox has become a quarterly one.

The portal works in UK terms:

  • VAT: amounts in pounds, with VAT in its own column and a field for the supplier's VAT number
  • Tax year: periods run from 6 April to 5 April and are labelled 2026/27, with quarters counted from 6 April and custom date ranges for anything else, such as a VAT period
  • UK entity types: individual, sole trader, limited company (Ltd), limited liability partnership (LLP), partnership and trust
  • UK categories: your category template starts from the UK self-employment expense categories
  • Reminders in UK terms: the tax time reminder asks clients for their receipts for the tax year

Taxr is the records layer, not MTD filing software: your clients' records arrive organised and ready to export as Excel or PDF. To bring them into your practice's MTD software, check that it can import the Excel file. If you're planning MTD onboarding, our MTD client onboarding checklist covers how to segment your book, and requesting portal access sets you up the same way as any other practice.

US Practices: Schedule C Clients, Year-Round

In the US the same problem turns up in March: the 1099 contractor or sole proprietor who arrives with a year of receipts in a shopping bag. The portal works in US terms:

  • Sales tax: amounts in dollars, with sales tax in its own column and a field for the supplier's EIN
  • Tax year: the calendar year, with calendar quarters and custom date ranges
  • US entity types: individual, sole proprietor, LLC, S corporation, C corporation, partnership and trust
  • Schedule C categories: your category template starts from categories aligned with Schedule C, including meals as a separate line
  • Exports you can work from: Excel and PDF files, whatever tax software your practice runs
  • Reminders in US terms: the tax time reminder asks clients for their receipts for the tax year

BAS tools and the commission programme are Australian features. Everything else in the portal works the same way for a US practice.

Pricing and Commission

The portal is free for accounting practices. There are no per-client fees and no seat licences.

Your clients can start free: the first 10 scans are free, and Taxr Pro adds unlimited scans. In the US, Taxr Pro costs US$2.99 a month; other countries see local prices in their app store. Receipts you upload and confirm for a client on the free plan count toward the same free allowance.

Commission is currently offered to Australian practices. When a client you invite subscribes, your practice earns 20% of their subscription revenue for the first 12 months, then 10% for as long as they stay subscribed. Yearly plans pay out on conversion; monthly plans pay out after six continuous months. Commission is disclosed to clients in writing in line with TPB guidance. Practices in other countries use the portal on the same free terms, without commission.

Getting Portal Access

The portal is available by request. It suits practices that handle sole trader, small business and individual returns, especially smaller firms where one accountant sees each client from receipt to return. Request access with your name, email, firm and country. We set up each practice by hand and email you a secure login link once your account is ready.

Why Recommend Taxr to Your Clients?

You've seen receipt scanning apps come and go. Here's why Taxr is worth recommending:

  • Built for the tax system they file in: currency, tax labels and categories follow each client's country. Taxr is localised for 195+ countries, with ATO-aligned categories and GST in Australia, self-employment categories and VAT in the UK, and Schedule C-aligned categories in the US
  • Quick enough to become a habit: a scan takes about 5 seconds, so clients capture receipts as they get them instead of saving them for later
  • Free to start: clients can try Taxr without paying, which removes the "I'll sign up later" objection
  • Clients keep their records: receipts stay in the client's own account. If you disconnect, they keep everything, and there's no lock-in or awkward handover
  • Careful with data: receipt images are stored encrypted, and the AI that reads them doesn't use them to train models

The best receipt scanner for accountants is one that clients will actually use. If a tool is complicated or costs money upfront, adoption drops off. Taxr keeps each scan short so the habit sticks. For a wider comparison, see our guide to the best receipt scanner apps in 2026.

Partner with Taxr

You can request portal access today, or talk to us first about how Taxr would fit your practice.

If you're tired of chasing clients for receipts and spending billable hours on data entry, recommend Taxr to your clients and let them capture receipts throughout the year, so you get clean records when it matters.

Recommend Taxr to Your Clients

Your clients need a way of tracking expenses that's simple enough to use every day and structured enough to be useful at tax time. Share the download link with them and start receiving organised, categorised records instead of shoeboxes and spreadsheets. Taxr is on the App Store and Google Play.