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.
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.
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.
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.
Frequently Asked Questions
Accountants usually start exploring Taxy when managing tax return jobs becomes frustrating for their team and clients.
These are some of the questions we’re most often asked when teams are looking for a better way to manage the process.
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 Taxy secure?
Yes. Security is core to Taxy.
All information is encrypted, stored in Australia, and only accessible to authorised users in your workspace.