Powerful software that helps your clients achieve their financial goals
With TaxTank you can take your client relationships to a whole new level – one where you empower them with the tools they need to make informed decisions, achieve financial goals, and navigate the complex world of tax with confidence. Better still, it’s FREE for brokers to use.
Real-time insights for informed decision making
Say goodbye to juggling multiple applications and complicated spreadsheets. TaxTank is not just another software…
It is the only all-in-one solution to deliver real-time insights into all investments, including property, shares, cryptocurrencies and unlisted assets, plus live market values to monitor financial performance, market trends and portfolio values.
By accessing up-to-date data, your clients gain the confidence to make informed decisions that align with their financial goals whilst making decisions to actually control how much tax they pay.
The benefits of using TaxTank
Offer Stand Out Service
Make your services an ongoing source of valuable information to retain and grow your client base. You can monitor your clients’ position throughout the year and easily give advice when needed to proactively help them plan and make better decisions for their financial future.
Build Confidence and Trust
Built by an accountant who specialises in property, and underpinned by Australian tax law, TaxTank automatically calculates and stores capital expenses over time to minimise CGT. Together with the automated tax calculations, including depreciation and borrowing expenses, your clients will ensure they claim every possible deduction.
Access Real-Time Information
Collaborate with clients like never before to improve efficiency and fight back against ATO automation. Get instant access to live tax, cash & equity positions as well as property schedules, tax reports, including rental returns & LVR to do away with manual forms and cumbersome spreadsheets.
Efficient loan analysis to save clients money
With interest rates on the rise why settle for guesswork when refinancing clients. TaxTank equips you with live interest rates, account balances, crucial LVR ratios and interactive reports for fast accurate comparisons.
Instantly assess the performance of loan structures to identify strengths, weaknesses, and savings opportunities your clients will thank you for.
Intelligent tax tools for maximum deductions
Save your clients from missed opportunities! With live bank feeds and permanent document storage, TaxTank is equipped with smart tax tools designed to identify every eligible deduction.
No more worries about overlooking tax-saving possibilities or unnecessary audit adjustments. Give your clients the confidence that comes from knowing their cash and tax positions in real time.
Streamlined communication and collaboration
Gone are the days of endless back-and-forths and lost paperwork. TaxTank is a digital software solution that makes communication between you and your clients seamless.
Simply register as an advisor and invite your clients to instantly access their tax positions, investment portfolios, incomes, expenses and documents in real time. By streamlining collaboration, you and your clients can make decisions faster and more effectively. Best of all, it’s FREE for brokers.
We employed TaxTank’s incredible software as an optional add on for our clients, and it has quickly become an indispensable tool for our company. Not only do we have a far better understanding of property-related tax affairs, but we can now empower our clients to take control of their own tax affairs with our assistance.
TaxTank’s user interface is intuitive, easy to navigate and is categorised by their ‘tanks’, making it effortless for clients to input, track and manage their tax information and view their tax position year-round. The platform offers a wide range of features that allow clients to track expenses, income, depreciation and equity to name a few. Using PAYG and rental income, any deductions and depreciation, the program automatically calculates an incredibly accurate real time tax projection. Not only is the platform easy to navigate, but our clients also have access to a self-service help centre, free tax tools and extensive webinars to support their tax management journey.
Underpinned by Australian tax legislation, TaxTank has assisted our clients in maximising tax deductions and minimising tax paid. Legally, of course! What we love most about TaxTank is the advocacy for and empowerment of Australian taxpayers – this tool is priceless in the fact it guides users to claiming their fair share every financial year.
Mitch Cator & Holly Macdonald
Partner with TaxTank today
Enhance your financial advice services, empower your clients, and grow your business with TaxTank. Simply invite your clients to join TaxTank and receive up to 30% commission for every new subscription*. Help your clients take control, get tax confident and be rewarded!
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