Taxy | Less chasing. More control. Built for Australian tax workflows.
Book a meeting

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
Taxy dashboard showing tax information requests alongside a smiling accountant at her desk
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
Taxy live dashboard showing the status of every client return at a glance

No more guessing. No more chasing.

Reusable Taxy templates for tax information requests across client entities
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
Threaded client conversations attached to each Taxy request

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.

Taxy product illustration
"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

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.

 

Looking for more information? Click the links below:

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.