For Australian accounting and tax practices
One client form. One finished return.
Tax Genie is the client portal for accounting and tax practices. Your client completes one guided form. Tax Genie checks it, chases anything missing, writes the engagement letter and sends the details to your tax software. Nothing is typed twice.
Most onboarding forms come back half finished
Most onboarding forms let clients skip questions, guess, and leave the hard ones blank. You chase the gaps by phone and email, then type every answer into your tax software yourself.
One private link, no account to create
Your client opens the link on their phone or laptop and answers only the questions that apply to them: sole trader, partnership, trust, or company, with a spouse or a corporate trustee when they say so. Progress saves as they go. Help sits beside the confusing questions, closed until they ask.
Every answer checked, every gap chased for you
ABNs, ACNs and TFNs are checked as the client types, and a valid ABN is confirmed against the Australian Business Register. After submission Tax Genie reviews the whole form, spots the mistakes clients usually make, and emails the client to fix them. You see a clean submission, not a to-do list.
The engagement letter writes itself
Every person and entity from the form is already in the letter. Review it and send it for signature.
Straight into your tax software
Client, entity and contact details land in your tax software without anyone typing them again. The return starts with the data already there.
Works with HandiTax, Xero, QuickBooks and more.
See who you’re still waiting on
Every client shows as invited, started, checked, or ready, so the ones you’re waiting on stand out. Open a file to read every section, download what the client uploaded, or export it.
Before and after
Before
- Form comes back half finished
- Weeks of phone and email chasing
- Details typed into the engagement letter
- Typed again into the tax software
- TFNs sitting in inboxes
With Tax Genie
- Form can’t be sent half finished
- Mistakes found and chased automatically
- Engagement letter generated, pre-filled
- Details land in your tax software, typed once
- TFNs encrypted, never in an email
Tax File Numbers are encrypted, always
- Encrypted before it is stored, never held in plain text
- Only signed-in staff can view one, and every view is logged
- Never in an email, an export, or a generated document
See it with your own clients in mind
Tell us a little about your practice and we’ll walk you through Tax Genie.
Talk to us