For Australian accounting and tax practices
One client form. One finished return.
Tax Genie guides your client through one form, has AI check every answer, and follows up on anything that needs fixing.
Most onboarding forms come back half finished
Clients skip questions, guess, and leave the hard ones blank. You chase the gaps, then type every answer into your tax software.
One private link, no account to create
Your client opens the link on any device and sees only the questions that apply to them. Progress saves as they go. Help sits beside the tricky questions.
AI checks every form and chases corrections
ABNs, ACNs and TFNs are checked as your client types. Then AI reviews the whole form, and Tax Genie emails your client what to fix. You receive the corrected form. TFNs never reach the AI.
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. Open a file to read it, download uploads 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 comes back complete
- 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
How we handle TFNs- 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
Client onboarding, simplified
Less time chasing client details, more time preparing returns.