Take control of your finances with our personal Wealth Portal
Do you want to create, grow, and protect your wealth? Say hello to your financial world’s new command centre.
At Clear Path Accounting, we are always looking at new ways we can set our clients up for success, which is why we have introduced a new Clear Path Wealth Portal.
With the portal’s powerful organisation, analytics, and collaboration tools, you can take control of your personal finances by tracking your finances at home and on the go with our mobile app.
Keep your finances organised
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Build your A-Team
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
Track your spending, create new habits
Whether you’re spending too much on travel, coffee, or shoes, your portal helps you manage your spending with easy to use cashflow and budgeting features.
Make smarter decisions
With powerful reports and purpose-built wizards like the Tax Assistant, the portal is chock-full of tools to help make managing your finances a breeze.
Stay on target with monthly reports
Stay on top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
Reach your goals
Planning to retire at 50? Buy a third property? Create a legacy for your family? Whatever your goals, the wealth portal can help you get there.
Managing property has never been more convenient
Your wealth portal is packed with features designed to make life as a property owner just a little bit easier.
Track the value of your property over time
Add any properties you own to your wealth portal for online valuations and details reports to help you track your property and suburb’s performance.
Get Rental Statements sent straight to your portal
Don’t let rent statements pile up. Add your property manager as a team member so they can email rent statements directly to your portal.
Use portal’s tax features to make tax time a breeze
Tag and filter property -related transactions as tax items. Upload receipts and attached supporting documents.
Everything you need, in one place
Live feeds for a live view of your financial world
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
Next-generation document management
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Sign documents on the go
Log into your portal on desktop, mobile or table to sign documents like tax returns, BAS statements and minutes. You’ll get notified via the app every time a document needs to be signed. No app? No problem: you’ll also receive email reminders.
Goal calculators to achieve your goals
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Cross-device to-do list for yourself & your team
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property, estate planning & more
Your portal can do much more! Whatever your needs, we’re just a few clicks away.
* Not all features are available by default, and some, like live feeds, come at an extra cost. Talk to us today for more information.
Whether you’re looking for peace of mind or a platform to reach your goals, your wealth portal has the right features to help you get there.
Your security, our top priority
Layered defence
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
Bank level security
We use the same levels of encryption as banks and other financial institutions.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.