Turn Tax Advice Into Recurring Revenue.
Give your clients personalised tax savings strategies through a white-label portal powered by AI — and earn monthly income from every client. All under your brand.
Trusted by Australian accounting firms
Everything you need to run a profitable tax advisory
From automated strategy matching to AI-powered compliance — all under your brand.
100+ Tax Strategies
Automatically match clients to eligible strategies — from work-from-home deductions to investment property tax planning, salary sacrifice optimisation, and CGT concessions.
Tax Health Score
Proprietary scoring algorithm rates each client's tax position from 0-100. Track score history over time and identify at-risk clients before EOFY.
Real-Time Alerts
25+ alert types monitor ATO changes, threshold breaches, deadline reminders, and strategy updates. Clients and agents get notified instantly.
Grants Hub
Automatically match clients to government grants across federal, state, and local programs with eligibility scoring and application tracking.
PDF Document Parsing
Upload payslips, PAYG statements, or investment reports. Our engine extracts financial data with confidence scoring and auto-populates tax analysis.
Multi-Year Analysis
Compare tax positions across multiple financial years. Track trends, identify patterns, and forecast future tax obligations with payslip-based projections.
AI Tax Assistant
Claude-powered copilot trained on Australian tax law. Answers client questions instantly with ATO source citations. 7-layer safety guardrails prevent hallucination.
15+ Autonomous Agents
Background agents monitor ATO sources, validate URLs, discover new strategies, audit compliance, check credentials, embed knowledge, and generate monthly reports — 24/7.
Calculate your earning potential
See exactly how much recurring revenue TaxIQ can generate for your firm — no signup required.
Most employed Australians earn over $60K
Companies whose employees you refer to the platform
- ~30% of clients subscribe at $15/mo (15 of 50)
- $1,800 avg unclaimed deductions per high-earner client (ATO data)
- 50 employees per company referral at $5/employee, 25% commission
- ~2 paid consultations per subscribing client at $150 each
Estimated Annual Revenue
This is what your clients save — not your revenue, but the value you deliver
Your firm's revenue
These are estimates based on the assumptions above. Actual revenue depends on your client engagement, pricing strategy, and market conditions.
Simple, transparent pricing
Plans from $29/month. Start free — upgrade as your practice grows.
Free
Try TaxIQ with up to 3 clients — no credit card required.
- Up to 3 clients
- Tax strategy matching
- Client portal (branded)
- AI Copilot (5 queries/mo)
- 1-on-1 consultations (2/mo)
- Community support
Solo
For solo practitioners building their practice.
- Up to 25 clients
- Everything in Free
- AI Copilot (50 queries/mo)
- 1-on-1 consultations (15/mo)
- 1 corporate referral channel
- Email support
- Basic reporting
- Client overage at $5/client
Practice
For growing firms that need advanced tools and more capacity.
- Up to 150 clients
- Everything in Solo
- AI Copilot (500 queries/mo)
- Unlimited consultations
- 5 corporate referral channels
- Priority support
- Advanced analytics
- Custom branding
- Client overage at $3/client
Firm
For large firms requiring unlimited access and dedicated support.
- Unlimited clients
- Everything in Practice
- Unlimited AI Copilot
- Unlimited consultations
- Unlimited corporate channels
- API access
- Dedicated account manager
- Custom integrations
- SLA guarantee
- White-glove onboarding
Trusted by Australian firms
See what accounting professionals say about TaxIQ
Ready to earn recurring revenue from tax advice?
Join Australian accounting firms already growing their practice with TaxIQ. Start free — no credit card required.
Free forever for 3 clients. Upgrade anytime as your practice grows.