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Less chasing. More control.
Built for Australian tax workflows.

Replace checklists and email threads with one secure workflow that tracks progress in real time — so your team always knows what’s missing, what’s done, and what’s next.

Book a workflow consultation
Watch a 3-minute walkthrough
MEET TAXY

Getting started is simple – we guide you through every step.

We’ll handle the setup so your workspace aligns with your existing workflows, not replaces them.

  • Start by sharing with us how you currently collect and track client tax information.
  • Send over any checklists or templates you already use and we’ll load them into the platform for you.
  • You choose where to begin – most firms simply start with one multi-entity client group.
  • Keep your existing workflow running in parallel until you’re comfortable. It'll naturally phase out.

Adopt Taxy your way, at your pace.

Map your current process

We start with a quick walkthrough of how your team currently collects, triages and tracks tax information.

We configure for you

Share any checklists or templates you use — we’ll replicate them so everything feels familiar.

Training from day one

We show your team how to use the platform with small, simple changes that slot into your existing workflow.

Start small, scale confidently

Begin with one multi-entity group to build confidence. Most firms expand fast once they see the difference.

Have questions? We’re here to help.

 

Whether it’s importing data, structuring templates, or troubleshooting something unexpected, our team’s always available to make sure you get the most out of Taxy.

“Taxy was incredibly easy to get up and running, and the support along the way made a big difference. It’s transformed how we collect client information — everything comes into one place, so we always know what we’re waiting on and where each return is up to. I spend far less time in my inbox and more time actually getting work done."
Kirsty McDonnell
Kirsty McDonnellPartner, Tax
LIVE DASHBOARD

Know exactly where every return stands

  • A bird's-eye view, in real time
  • Status indicators for what's still outstanding
  • Instantly spot what’s ready for review
  • See at a glance how clients are progressing

No more guessing. No more chasing.

CUSTOM TEMPLATES

Set up once – reuse every year

  • Requirements that fit how your firm works
  • Consistent templates you can roll forward each year
  • Less confusion when clients send what's needed first time
  • Flexible edits without rebuilding from scratch

Customise for every client, without the extra work.

Connected Conversations

Every reply stays with the request it relates to

  • Find what you need fast, without digging through your inbox
  • Documents and responses stay linked to the exact requirement they belong to
  • See conversations in context, not scattered across email threads
  • Reduce confusion with a clear record of what was asked and provided

Clarity and control your inbox just can’t match.

Email wasn’t built for modern tax workflows.

See what is.

Book a meeting
Watch a walkthrough

When you meet with us, it’s not just a demo.

We’ll show how firms like yours adopt Taxy within their existing workflows and start seeing value quickly—without a long and risky implementation project.

"I wasn’t sure what to expect with a new system, but Taxy is very easy to use. Being able to see what I’d provided in previous years was especially helpful when I applied for a loan."
— Adrian
— AdrianClient, VIC
"I like using Taxy because it's more collaborative than email, and it’s much easier to send back exactly what my accountant needs."
— Karin
— KarinClient, NSW
"I have several entities, and I like sending documents throughout the year. Taxy is a lot clearer than emailing, and now I know whether I’m the one holding things up."
— Alison
— AlisonClient, NSW
“I love using Taxy. It’s easy to use, and takes a lot of the stress out of sharing documents. If I ever had to change accountants, I’d absolutely ask the new firm to use it as well.”
— Chris
— ChrisClient, NSW

Frequently Asked Questions

If we’ve not covered your question here, please, get in touch.

You can:

  • Book a meeting using one of the buttons on this homepage
  • Call us on +61 2 7247 2472
  • Email us at info@taxy.au
How long does it take to get up and running?

Most firms are up and running within a few days.

We set up your workspace to match your existing workflows, train your team, and support you through your first returns so everything feels familiar and low-risk.

 

Do we have to change any OF our existing checklists or systems?

No. Taxy is designed to sit around your current process, not replace it.

We map your existing checklists into the platform, and with our help you can refine them over time as needed.

 

Can we just start with a small group or one client?

Absolutely. Many firms start with a small group—often one client with a mix of entity types—before rolling out more broadly once they see the benefits.

 

What support do you provide during DEADLINE season?

You’ll have access to responsive support, onboarding guidance, and troubleshooting help throughout the year — including peak times.

We’re here to make sure your team can keep work moving when it matters most.