Regans Accountants

Client Intake Portal

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New Client Intake

Use this form if Regans Accountants has asked you to provide your details so we can add you to our tax agent portal and set you up as a client.

This form collects sensitive information required to add you to our tax agent portal. Please only submit this form if requested by Regans Accountants.

Client Identity Details
Residential Address
Postal Address
Business Address
Bank Details for Tax Refunds — Optional

You can provide bank details now if you would like any future tax refunds paid into this account. This is optional.

Additional Notes