Stop wasting time chasing tax clients for information.

Replace manual checklists and back-and-forth email chains with one secure workflow for faster document collection and real-time tracking.

THE PROBLEM

Client checklists and email threads slow you down, and leave you blind to where things stand.

Customising checklists at scale is difficult, so clients end up sending back too much or too little of what’s needed to lodge their return.

Sending requests for information over email means you have no visibility into how clients are progressing unless you ask them.

Responses come through over multiple emails, resulting in long email chains that make it difficult to located specific replies at a later time.

THE SOLUTION

Taxy replaces them with one secure, structured workflow to speed up document collection and give you real-time visibility.

We help your team work through returns faster with less guessing and more peace of mind.

LIVE DASHBOARD

See at a glance what’s missing.

If you use manual checklists and emails, it takes time to figure out which clients have sent what, and what’s still outstanding.

Taxy gives you real-time visibility across every entity, so your team always knows what’s complete and what needs a follow-up.

Custom Templates

Customise once.  Reuse every year.

Generic checklists often lead to incomplete responses or clients sending irrelevant documents, which creates extra work for your team.

With Taxy, you can customise requirements per entity and roll them over each year to save time and help clients get it right the first time.

EASY COMMUNICATION

Take follow-ups out of your inbox.

Important replies and documents often get buried in long email threads, making them hard to find when you need them.

Send messages and follow-ups against specific requirements in Taxy, so every conversation stays linked, clear, and easy to access.

Hear how Taxy is loved by Accountants and Clients alike

I have a complex return every year - multiple entities. I like to submit my documentation throughout the year, which I used to do by just constantly emailing things to my accountant. Using Taxy I no longer find myself chasing up with my accountant to see if they have received the docs I’ve sent them. And they don’t have to chase me either!

Andrew WalkerClient

I’ve already started storing my docs in Taxy for the next financial year, which is an absolute first for me. I’ve never been on top of my tax before!

Adrian FurbyClient

Taxy has made it so much easier for me to manage my clients’ tax docs. I don’t have to chase them for documents anymore and I always know what stage their return is at. I spend a lot less time in my email inbox now, which is great.

Kirsty McDonnellAccountant

Taxy is the exact solution for the same problems that come around every year - the back and forth of emails, the lists, the questions, the half-done task that our accountant needs to chase up on, with yet another email. I love that I can collaborate with my accountant to gather everything that's needed. It's easy to use and so intuitive.

Karin van HeerwaardenClient

I love using Taxy. If I ever had to change accountants, I’d ask the new firm to use it too.

Chris McGowanClient