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Trinity Accounting Practice: Enhancing Your Experience with Our New Client Portal
At Trinity Accounting Practice, we are always seeking ways to improve your experience with us. As part of our commitment to excellence, we have transitioned our client portal to a new platform called Karbon. This platform enhances workflow efficiencies, data security, and the ease of sharing information with our clients. We also use this portal for the digital signing of documents such as Business Activity Statements (BAS) and Income Tax Returns, allowing for same-day lodgements and quicker refunds.

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Video Overview of Client Requests & Client Portal

To help you get started, we’ve created a step-by-step video guide that walks you through accessing and using the Karbon portal. Whether you’re uploading documents, reviewing your files, or signing forms, this video will make your experience seamless


WATCH THE VIDEO HERE WATCH THE VIDEO HERE GET STARTED GET STARTED

How Do I Log in to My Portal?

  • Existing Portal Users: If you previously used our old portal, you would have received an email with unique registration details for the new Karbon portal. If you have not yet activated your new portal, please contact our Administration team, and we will resend your unique link.
  • Registered Users Needing Access: If you have already registered for the new portal but are unsure how to access it, please contact Administration for assistance. During the registration process, you received a unique weblink, which we can resend to you if needed.
  • New Users: If you have not had a portal with us before but would like one, please contact our Administration team to arrange setup.

If you have any questions or require assistance in the meantime, our Administration team is more than happy to assist. Please contact us at 1300 200 005 or email us at info@trinitygroup.com.au.

At Trinity Accounting Practice, we’re here to ensure your transition to the new portal is smooth and straightforward. Please don’t hesitate to reach out for support or assistance.


Ready to Make a Change?

Send us a message through our contact page.

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