Save time and get instant access to your clients’ documents, all in one place. With TaxTank, you’ll find everything you need from one user-friendly dashboard.
Use automated tax calculations and live data feeds to streamline compliance and data integrity.
With customizable KPI’s you can monitor performance against targets in key areas; clients, reviews and messages.
Stand-Out Customer Service
Add value to your services with an intelligent system clients will love. TaxTank fights back against ATO automation with smart tax tools that let you provide up-to-date advice and superior service all year round.
You can use direct messaging to communicate with your clients in real time and easily share information for a faster turnaround.
Make your services an ongoing source of valuable information, not a once-a-year event. You can monitor clients’ real-time tax throughout the year and easily step in when needed, helping them to plan and make better tax decisions.
Plus, improve your processes with live data feeds and automated tax calculations.
Everything You Need In One Place
Easily manage tax with one central hub for all your clients’ information. TaxTank lets you stop chasing clients and get instant access to their stored documents.
You’ll be able to quickly find historical data, ensure compliance, lower the risk of audits, and avoid lost documents or faded receipts with secure online storage.
What Is A Tank?
There are three tanks that work like digital containers to hold your information
Manage your clients’ work income and expenses, updated via live bank feeds. Keep receipts safe by attaching them to transactions, maximising tax deductions and safeguarding against audit issues.
Manage your clients’ property portfolios and use smart tax tools to ensure no opportunity is missed. Easily see each property’s debt, equity and cash position, and simply manage income from sites like Airbnb and Stayz.
Store documents securely in one place, including employment contracts, insurance policies and receipts. You can rest easy knowing your clients’ information is safe and quickly access documents when you need them.
Streamline Your Business with Powerful Tax Tools
Save time by having all your clients’ information organised in one place
Simplify your job with automated tax tools to easily minimise your clients’ tax.
Easily show clients their estimated tax position and provide advice to optimise tax.
Secure Online Storage
Safely store invoices and receipts and remove the need to scan paper documents.
Easily communicate with clients using direct messaging and a user-friendly dashboard.
Let TaxTank generate relevant tax tips that save money for your clients.
Join Now For Free
TaxTank is free for accountants. Join now to start delivering better customer service for your clients today.