Portfoli.au
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Documents, on Pro

A filing cabinet for the papers behind your money

Keep your will, tax returns, insurance and ID beside your investments. Each file is encrypted with its own key, and you decide what your accountant sees.

The folders

  • Wills and estateWills, powers of attorney, guardianship
  • Tax returnsReturns as lodged, and their schedules
  • AssessmentsNotices of assessment from the ATO
  • InsurancePolicies and certificates of currency
  • SuperStatements, beneficiary nominations
  • PropertyTitles, contracts, leases
  • IDPassport, licence, birth certificate
  • OtherAnything else worth keeping
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What it is

Documents is a filing cabinet inside Portfoli.au, for the papers that sit behind your money: your will, tax returns and notices of assessment, insurance policies, super statements, property titles and ID. They live next to your investments, so the person who sorts out your affairs finds them in one place.

  • PDFs, photos (JPEG, PNG, WebP and HEIC), and Word and Excel files.
  • Up to 25 MB a file, and 2 GB in all.
  • A file you delete can be restored for 30 days.
  • Download everything at any time, as a zip in the same folders, with a checksum for each file to show it's unchanged.

How your files are protected

Every file is encrypted with a key of its own

Each file is encrypted before it's stored. Its key is itself encrypted with a separate key that isn't kept with the files.

Files are stored by our hosting provider in a storage location we have asked to be in the Oceania region. That placement isn't guaranteed, so they may be stored outside Australia. They are encrypted before they leave our service. The privacy policy and the security page have the detail.

Sharing with your accountant

On Pro you can invite your accountant, tax agent or SMSF auditor to see your records, read only. They don't see your documents unless you choose to share them: all of them, or only the folders you pick.

They can download what you share, and each download shows in that file's history with their name. You can stop sharing at any time.

Which plan

Documents comes with Pro, along with SMSF portfolios, as many portfolios as you like and read-only access for your accountant. See plans and prices.