Client Portal

Client Portal Frequently Asked Questions

What is the portal?

The Client Portal allows clients to securely access and sign their documents. Over time, as “tasks” are completed, clients will build up a library of documents that they can access at any time without having to contact our office. This will make requests from institutions such as banks and finance companies easy to fulfill.

Why am I being asked to log on to MYOB? I don’t have an MYOB account and I don’t want one!

You don’t need an MYOB account. This just gives you access to the “back end” of the Kennedy Barnden system to allow you to securely view and approve your documents.

Why do all the members of my family need their own email address? Can’t all the information be sent to me and I can approve everything for my family?

In this new digital age, your email address becomes your digital signature. Just as the ATO legally requires an individual to sign their own tax return, they require each individual to log on using their own email address, which is then imprinted onto the documents, taking the place of a traditional signature.

I can’t log on to the portal/my password isn’t working!

Make sure that you have signed up and created your password. If you have not done this before, the system will not allow you to log in. To sign up, click on the “Sign up” hyperlink on the login screen.

Also check that you are using the correct email address for your login. If you have multiple email addresses, remember to use the email address that you received the email from Kennedy Barnden. 

If you can’t remember your password, after clicking on ‘’Sign In’’ button, you will be re-directed to the ‘’Sign In’’ page. Click on the “Forgotten your password?” hyperlink. You will receive an email with a link to reset your password. You may need to check your Junk inbox.

I’ve logged on, but a “spinning wheel” has appeared on the screen and nothing is happening.

Clear your browser history and make sure all tabs to other pages have been closed, then try again. 

To clear your browser history (click on three dots in top right hand corner > Settings > Privacy & Security > Clear Browsing Data)

What is a Task?

A task is effectively a call to action. They are created when Kennedy Barnden have documents such as tax returns or BAS that require attention by our clients. These will usually require clients to examine the documents then send approval through to allow lodgement to take place. 

How do I approve a Task?

To approve a task every document attached must be opened, reviewed and closed. This tells the system that the information has been examined, and they are ready for approval. Once the documents have been opened and closed, the faded “Approve” and

“Reject” buttons at the very bottom of the screen will turn bright green and red and allow the appropriate action to be taken. 

Picture 1 (above) Reject and Approve buttons before documents have been opened

Picture 2 (above) Reject and Approve buttons after documents have been opened Once you click on the Approve button the following declaration will appear:

When the approval button has been clicked, the task will disappear from your Task List, but the documents will remain in your “library” or list of documents so you can access them at any time.

I can’t see the Approve and Reject buttons!

Depending on the information and number of documents included in the task, you might need to scroll down to the very bottom of the screen to be able to see these buttons.

I’ve opened and closed all the documents, but the Approve and Reject buttons are still faded.

Sometimes our fingers move faster than the internet! If you have opened and closed each of the documents but the buttons are still faded, it might pay to go back and open and close them all again. This will allow the system to pick up anything it might have missed the first time around.

Alternatively, try to clear your browser –

To clear your browser history (click on three dots in top right hand corner > Settings > Privacy & Security > Clear Browsing Data)

I’ve received an email to say I have a task or some documents to review, but when I log on there is nothing there.

This could be an issue with your browser. Try logging on through a different browser e.g. if you are currently using Chrome, switch to Microsoft Edge or Firefox. 

Alternatively, you may need to clear your browser history or install an update: 

  • Chrome Users – you can click on the three vertical dots at the top right-hand side of your screen 

From there, click on History and clear this or click on Help>About …. And check to see that any updates have been completed that may be required. 

  • Microsoft Edge Users – Click on the three horizontal buttons in the top right-hand corner

  • Firefox Users – 

Click on the three lines in the top right-hand corner of the screen. To clear your browsing history, click on Library> History 

To ensure you are using the latest version, click on Options then scroll down to Firefox Updates and follow the prompts.