Welcome to your On-Line Portal

Here is your simple and easy way to work with Balanix in order for us to provide the services you need. Follow these 3 simple steps –

  1. Are you a new client?
    • NO, I’m an existing Balanix client – please proceed to Step 2.
    • YES, I’m a new client to Balanix – please fill in this NEW CLIENT FORM and make sure you upload the completed form with your other documentation.
  2. If you would like your TAX work completed, please fill in the relevant checklist below and upload the completed form with your other documents.
  3. Complete the following form making sure you upload all your relevant documents (including any documents asked for in Steps 1 & 2 above)

- If uploading multiple documents, you may .zip the files into one single file (eg: balanix.zip)
- Please ensure that you name your .zip file and all documents with your name
- If you are uploading a single file please ensure that you name the file with your name (eg: davebaldwin.doc)