Thinking about using Taxy?

Taxy is the tax workflow platform built for Australian accounting firms. It gives your team one place to build, send and track the information requests behind every tax job, across the whole year rather than just at lodgement.

As responses come in, you can see at a glance what is back and what is still outstanding, without piecing together where each job is up to.

Clearer requests: generic email checklists get slow, incomplete responses. Taxy makes each request specific to the client, so they know exactly what to provide.

A better client experience: portals are built for storing files, not guiding a client through what you actually need. Taxy walks them through it, step by step.

Greater visibility: you can see at a glance what's come back and whether a job is ready to be picked up.

Taxy supports the early stages of any tax job, from building a client request to the point the information is ready and the work can be prepared.

Because so much tax work is really about collecting and clarifying information, improving this stage helps teams move through their jobs more efficiently.

Yes. It is purpose-built for the way Australian firms work. A client group can hold many entities (individuals, trusts, partnerships and companies), each with its own request for each financial year, all under one client login.

Generic portals are not designed for this. Taxy is.

Yes. Security is core to Taxy.

All data is encrypted, stored in Australia, and only accessible to authorised users in your workspace.

If you'd like more information on our security and data handling practices, please contact us.

Your first request can usually be sent within a few days. The hardest part is often choosing the first client to test with.

Most firms run Taxy alongside their existing process at first, so they can see the time savings for themselves without disrupting anything.

No. Most firms start with a single multi-entity client group and run a proof of concept, rather than rolling Taxy across the whole practice before they know it saves time.

Once teams see how much time is saved managing requests and follow-ups, they naturally add more of their clients to the platform over time.

Very little. You simply choose a client you want to test Taxy with and provide us with any existing request templates you have. We load these into the platform for you.

In most cases, new customers choose a client and spend around 30 minutes with our onboarding team before inviting their first client to Taxy.

Once you've run a proof of concept and decide to roll Taxy out to more clients, our team runs a kick off call and ensures any manual effort sits with us, not you.

You'll provide us with some basic client information (securely) and the system does the heavy lifting to put a draft request together for you to review before sending out in your own time.

$9 per entity per year. Unlimited users, no setup fees, no per-seat charges.

See full pricing.

First, clients get a secure invitation to log in.

From there, they're guided through your request, broken into small, manageable queries, each with a response field or document upload.

It is a fair thing to worry about. Even our most sceptical customers have found their clients prefer it.

Compared to email chains and upload portals, Taxy is simpler and clearer, so there is less confusion, not more.

Status indicators clearly show which queries still need a response and which they've sent back. Once a query has been returned, it disappears from the client's worklist, but they can always go back to past requests and answers.

The dashboard provides a clear view of how many queries have been returned and which are still outstanding for each client.

As clients respond, progress updates automatically. This makes it easy to see where each job is up to and follow up on missing information without piecing together emails or notes.

Yes. Tailoring requests is one of the ways Taxy reduces the back-and-forth that comes with generic email requests.

Templates are built around common queries, but each request can include a different combination of questions and documents depending on the client or entity. Templates can also be updated at any time as your processes evolve.

Once the full request has been returned, you can move straight into preparing the job in your lodgement software.

Taxy gives you confidence that the information behind the job is organised in one place and easy to access during final review.