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Personal finance software for better money management

TaxTank is the all-in-one personal finance software that lets you take charge of your money by effortlessly tracking incomes, expenses, properties, shares, and cryptos, all in a single, organised hub.

Personal finance software showing all features from the dashboard

Personal finance software that’s more than just budgeting

While there are a lot of finance apps out there, most personal finance software solutions only track either a budget,  your daily expenses or your investments separately. TaxTank goes further by helping you manage your incomes, expenses, property and investment portfolios all in one centralised hub.

Whether you’re an individual wanting to maximise work expenses, a property, share or crypto investor wanting full transparency across your portfolio, or a sole trader wanting to manage your tax, TaxTank is the only personal finance software you need.

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Gif showing the Tax Summary in TaxTank's pesonal finance software

Making tax simple to manage and easy to understand

Underpinned by Australian tax law, our automated smart calculations ensure you claim everything you are entitled to without worrying that you’re making a mistake or missing out.  TaxTank gives you the power to manage your own personal finances whilst managing your tax, making sure you claim every possible deduction and completely take the hassle out of tax time.

But it doesn’t stop there.  You can also invite your accountant, property group or broker and financial advisor so you can collaborate live and make informed financial decisions.

Money management made easy

TaxTank is the ONLY personal finance software on the market that shows you your real-time tax position 365 days a year, whilst providing a permanent archive for receipts and documents to protect you from ATO adjustments year after year.  Not only can you manage your complete financial position, but we’ve built in heaps of tax smart tools and features to ensure you claim everything you are entitled to, accurately!

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Live Bank Feeds

Access your transactions and data from over 146 banks securely through Open Banking .

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Financial Oversight

See your complete financial position all year round so you can make informed decisions about your money.

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Manage Property Portfolio

Manage your whole property portfolios to track income and expenses while easily seeing each property’s debt, equity and cash position.

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Automated Tax Calculations

Enjoy tax benefits without the hassle, using TaxTank’s simple and smart tax calculators to ensure you claim every deduction possible.

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Budget Planning

Where does your money go? Set monthly budgets and keep on track of your monthly goals.

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Easy Collaboration

Share properties with co-owners, accountants and advisors to chat live so you can keep on top of everything all year round.

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Secure Document Storage

Attach receipts, statements and even warranties for a secure record – that never fades.

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Financial Reports

Avoid stress at the end of the financial year and know your tax position all year round.

What our customers say

Don’t just take our word for it.  

See what our customers have to say about TaxTank.

“I have been using TaxTank for over a year now to manage our property portfolio. We now proactively manage our income and expenses using the live bank feed allocations in TaxTank so there is little hands-on time needed from me.

It's literally about 10 minutes a week to allocate transactions and I'm on top of my paperwork which means no more spreadsheets or tax time stress.”
Tammy Van Diest
“Using TaxTank has ensured we have reduced costs and effort at the end of financial year, minimised tax paid as we can now track all expenses and income in one single system and peace of mind knowing we can find everything in one secure place.”
Amanda Thomas
“Ever since I've been using TaxTank, it has made life so much easier. I can't say more than this amazing feature of live bank feeds. It is amazing and a game changer! This has made almost the near impossible of recording all bank transactions now very possible. Another feature I enjoy using is the forward outlook on the depreciation of a property once the initial inputs are stored. It has been an enjoyable and pleasurable experience using TaxTank. Highly recommend.”
Terence Wee
“TaxTank has provided me with a better insight to my portfolio from my expenses management, income and the expected tax return at the end of the financial year ”
George Jimmy Winaulin
“TaxTank can integrate with my accountant, manage multiple property assets, input and manage depreciation schedules, manage vehicle logbook entries, provide tax forecasting for the financial year, connect to my Australian bank account with automatic bank feeds, generate useful reports, and upload documents. I would highly recommend TaxTank to anyone looking for a comprehensive and easy-to-use personal finance software package.”
Stratos Patsikatheodorou
“Anyone who has an income and especially anyone with investment properties will find TaxTank an effective, reliable and convenient tool to use.”
Peter Cullen

Frequently asked questions

TaxTank is the first personal finance software that lets you not only manage your finances and oversee your investments, but also auto calculates your tax so you can see how you’re tracking throughout the year. 

If you’ve been looking for an alternative Pocketbook since they shut up shop, then look no further. TaxTank not only lets you manage your personal finance, but it is the ONLY software on the market that shows you your real-time tax position 365 days a year, whilst providing a permanent archive for receipts and documents to protect you from ATO adjustments year after year. 

Software applications like Quickbooks and Xero only really cater to companies, so their focus is on business tax. TaxTank is the only personal finance software that lets individuals manage their tax live throughout the year. If you submit an individual tax return, then TaxTank is the right software for you.

At this stage, TaxTank is cloud-based desktop personal finance software. It is mobile responsive so you can access via any browser on your phone at any time for convenience. We are working on developing our iOS and Android app so watch this space.

We partner with Basiq, one of Australia’s largest providers of Open Banking, so we now have access to over 180+ banks. As more come onboard with the Open Banking protocols, they will automatically get added to TaxTank.

It only takes a few minutes to get your bank feeds set up and adding in your income details. We make it as simple as possible with a nifty checklist to follow so you’re up and running in no time.

Get started for free today!

Try TaxTank for a free 14 day trial to feel confident about your complete tax and financial position.  

Transform the way you manage your financs with our personal finance software.