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.
From property and bank accounts to loan repayments, insurance, and estate planning, connect all aspects of your financial world in one place.
Invite family members and professionals, like your property manager and lawyer, to collaborate. Assign permissions to control what they can view or change.
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.
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 top of your goals with monthly financial health checks delivered straight to your inbox. Get updates on your budgets, goals, and tax deductions.
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.
Your wealth portal is packed with features designed to make life as a property owner just a little bit easier.
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.
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.
Tag and filter property -related transactions as tax items. Upload receipts and attached supporting documents.
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.*
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
More than just budgeting, use your portal to securely store important documents for easy collaboration.
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.
Create goals and pair them with an account or credit card to understand how - and when - you can achieve them.
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
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.
Your security, our top priority
Layers of security are embedded throughout the platform to ensure the safety of your financial data.
We use the same levels of encryption as banks and other financial institutions.
As a read-only service, the wealth portal cannot be used to move or modify funds.