Manual query lists
Rebuilt every year from rigid templates that don’t flex to individual clients.
Less chasing.More control.
The tax workflow platform your team trusts and clients love – from first request to final review. Built for Australian accountants.
- Bank-level security
- Firm-first design
- White-glove support
Tax compliance services have become a job of chasing.
Every accounting firm tells the same story. Tax has turned into low-value, reactive work and the people doing it are the most time poor.
Endless email threads
Documents trickle in over weeks and get buried in busy inboxes.
Generic tracking tools
Practice management software lacks the visibility tax jobs need.
Unused client portals
Improvements that promise the world but ignore the client.
In our experience, it doesn’t have to be.
Taxy is the culmination of deep tax expertise, industry-leading solution design, modern practice management, and a stubborn focus on the people who use it – accountants and their clients.
The platform is underpinned by three principles:
01
Purpose-built for Australian tax.
Multi-entity client groups, rolled forward year-on-year. Default queries for BAS, FBT, and income tax.
02
Visibility at the centre.
Never ask “What’s waiting on the client?” again. One shared view for the whole team, all year.
03
Designed with clients in mind.
Clients respond because it’s easy, not because you chased. Every query tracked, every response secure.
“It’s really clear to clients what we need from them, so they respond quickly and their responses are what we asked for. My team don’t spend time reviewing partial responses, and I’m in my inbox less. There’s less frustration across the board.”
Kirsty McDonnell
Partner, Tax
48h
Average client response time
80%
Less time on email admin
3 weeks
Average job turnaround
10x
Return on every $1 spent
What clients say.
“If I ever changed accountants, I'd ask the new firm to use Taxy too.”
ChrisNSW
“It's much easier to send back exactly what my accountant needs.”
KarinNSW
“With several entities, I always know if I'm the one holding things up.”
AlisonNSW
“Being able to look back at past years saved me on my loan application.”
AdrianVICWattle Group
Remy Wattle · FY25 ITR
4 of 8 completed
50%
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$9
/ entity / year
12-month initial term
- Unlimited users
- Data storage in Australia
- Zero setup fees
- Email and phone support
Simple and
transparent pricing.
One price. Unlimited users. No surprises.
See the value before you commit.
Try Taxy with your first client today. Our team custom builds your workspace using the templates you already use and you run it alongside your existing workflow until you’re comfortable it works. Talk to us to get started.
Frequently asked questions.
Looking for more? FAQs for accountants · FAQs for clients
What is Taxy?
Taxy helps accounting firms structure, send and track client information requests for tax jobs.
Clients receive clear requests in one place, and your team can immediately see what has been provided and what is still outstanding.
How is Taxy different from using email or a client portal?
Email threads and portals often become a dumping ground for documents and questions, making it hard to see what’s still missing.
Taxy structures requests so clients know exactly what’s required and teams can quickly track progress without digging through emails.
How long does it take to get started?
Customers typically send their first request within a few days. Many begin with a single job or multi-entity client group to see how Taxy fits alongside their existing workflow.
Will my clients actually use it?
Most firms are surprised by how quickly clients respond when requests are clear and organised.
Clients can see exactly what’s needed, upload documents or responses in one place, and work through requests at their own pace.
Is my data secure in Taxy?
Yes. Security is core to Taxy.
All information is encrypted, stored in Australia, and only accessible to authorised users in your workspace.