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

The tax information workflow platform built for Australian firms. Replace email chains and spreadsheets with structured requests for every entity, every FY — so your team sees what’s missing, what’s done, and what’s next.

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Watch a 3-minute walkthrough
Taxy dashboard showing tax information requests alongside a smiling accountant at her desk
WHAT CHANGES

Stop chasing. Start seeing what’s actually happening.

Tax work runs on information that lives in email threads, spreadsheets, and clients’ inboxes. Taxy gives every information request structure, visibility, and a single home — first ask to final review. Here’s what our customers see:

  • 2 hours saved per entity, per year
  • Information request turnarounds: 8 weeks → 1 week
  • Job turnaround: 10 weeks → 3 weeks
  • Daily follow-up admin: 30 mins → 5 mins

Your firm. Your workflow. Our setup.

Map your current process

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

We configure for you

Send us your existing checklists and templates. We import them so everything feels familiar from day one.

Training from day one

Hands-on training that fits around your team. Small, simple changes — not a system overhaul.

Start small, scale confidently

Start with one client group and run a proof of concept end-to-end. Most firms expand fast once they see the difference.

Questions? We’re here.

 

From data imports to template structure to anything unexpected — our team is hands-on through onboarding and after. Reply to any email and you get a person, not a ticket.

“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

Every entity. Every FY. One dashboard.

  • Every entity’s progress in one screen, in real time
  • See exactly which queries are outstanding, and with whom
  • Spot what’s ready for review without opening a single email
  • Clients see what’s needed; staff see what’s coming back
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.

  • Sections and queries that match how your firm works
  • Roll templates forward into every new FY, no rebuild
  • Less confusion: clients send what’s needed, first time
  • Edit any template per client without starting over

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 inboxes
  • Documents and replies stay attached to the query they belong to
  • Conversations live in context, not scattered across email threads
  • A clear record of what was asked, what was provided, and when
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 a firm like yours adopts Taxy alongside existing workflows — and starts seeing value within weeks, not quarters. $6 per entity, per year. Unlimited users. No setup fees. No surprises.

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.