Powerful software that takes financial planning to a whole new level
With TaxTank, you can seamlessly monitor property portfolios, shares, cryptocurrencies and all other investment classes within a single user-friendly software. Better still, it’s FREE for financial advisors.
Real-time insights for informed decision making
Say goodbye to outdated information and static spreadsheets.
Integrated with third parties like Corelogic, TaxTank provides live market values, growth and equity forecasts, allowing you to monitor your clients’ investment performances in real-time.
With up-to-date data, you and your clients can make confident decisions to drive their financial success now and into the future.
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.
A unified solution for all income types and asset classes
TaxTank is not just another software, it’s the all-in-one solution that seamlessly covers all income types and asset classes from just $6 per month.
From property investors to sole trader business schedules, work related expenses, shares and cryptocurrencies, TaxTank offers flexible subscriptions around all areas of the individual tax return.
No need to switch between multiple platforms or complicate your workflow. Our seamless integration allows you to handle all aspects of your clients tax efficiently.
Smart tax tools for maximum deductions and ATO compliance
Ensure your clients never miss a deduction again! TaxTank’s live bank feeds, smart tax tools and permanent document storage is designed to identify every eligible deduction, ensure ATO compliance and safeguard against unnecessary audit adjustments. Rest easy knowing that your clients tax positions are optimised and protected year after year.
Comprehensive interactive tax reports
TaxTank goes beyond basic reporting. Our software provides live tax positions and a full suite of interactive tax reports, including property schedules, loan data and an auto CGT report.
With this comprehensive tool at your disposal, managing capital gains, losses, and concessions becomes a breeze – all year round. Empower your clients to make proactive decisions to control CGT effectively.
Unlock the power of embedding the TaxTank Property Widget into your platform
Seamlessly integrating with your existing platform, the TaxTank TaxTank Property Widget offers real-time snapshots of client properties, portfolios, and key tax information, enhancing collaboration and advisory services.
With a user-friendly interface, secure data handling, and direct access to TaxTank accounts, this tool enhances your service offerings, improving efficiency, accuracy, and user satisfaction.
Stay ahead in a competitive market with the TaxTank Property Widget, a valuable addition to your platform.
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 advisors.
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 20% commission for every new subscription*. Help your clients take control, get tax confident and be rewarded!
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