Taxy is the tax workflow platform built specifically for Australian accounting firms. We replace the email-and-spreadsheet scramble of managing client tax information with structured information requests — so firms spend less time chasing clients and more time on higher-value advisory work.

Partners, accountants, and administrators get real-time visibility on what's complete, what's missing, and who needs a follow-up — without digging through inboxes.

Built for Australian tax. Designed for the reality of complex client groups: individuals, companies, trusts, and small business structures. Fits alongside your existing tools and processes, so you can start small, run a low-risk pilot, and scale at your own pace.

Our team manages the setup with you — importing checklists, configuring workflows, supporting your staff. Adoption is smooth and practical, not another "big system change."

With Taxy, firms can:
• Eliminate manual chasing and reduce admin bottlenecks across every FY
• See, at a glance, the status of every request and every entity in every client group
• Build templates once and roll them forward every FY — every query, every section, ready to send
• Keep every query, response, and follow-up in one structured place — from first request to final review
• Free their people to focus on clients, not inboxes

Taxy. Less chasing. More control. Your way.

Taxy

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Taxy

Org chart

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