Features built for tax professionals
From automated strategy matching to AI-powered compliance — 20 features, all under your brand.
Core Tax Engine
Automated strategy matching, real-time alerts, document parsing, and health scoring for every client.
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-Powered Intelligence
Claude-powered copilot, 15+ autonomous agents, 7-layer guardrails, and RAG knowledge base keeping data accurate 24/7.
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.
7-Layer AI Guardrails
Enterprise-grade safety: input sanitisation (60+ attack patterns), topic classification, PII masking (TFN, BSB, Medicare), output filtering, audit logging, dynamic rules, and abuse detection.
RAG Knowledge Base
AI responses grounded in indexed ATO content using vector embeddings. Every answer cites its source. Knowledge auto-refreshed by scraping agents.
Client Portal
White-labelled experience with scenario modelling, income forecasting, strategy tracking, and self-service tax insights.
White-Label Portal
Fully branded client portal with your logo, colours, custom domain, and CSS. Clients see your brand, not ours. Custom email templates per firm.
Scenario Modelling
Clients can model salary sacrifice, investment property, super contribution, and CGT scenarios to see real-time tax impact with side-by-side comparisons.
Income Forecasting
Payslip-based income projections help clients understand their year-end tax position before EOFY. Proactive advice, not reactive.
Strategy Tracking
Clients can track which strategies they've implemented, see savings breakdowns, and receive follow-up reminders for time-sensitive actions.
Business & Revenue
Revenue analytics, Stripe-powered billing, team management, API access, ABN validation, and bulk import/export.
Revenue Analytics
Track MRR, ARR, churn, client lifetime value, and revenue per client in real-time. Revenue share reconciliation and payout tracking.
Client Subscriptions
Charge clients via Stripe Connect with your own pricing tiers. We handle billing, invoicing, and payouts. Flat or revenue-share model.
Team Management
Invite staff with 5 role tiers — Owner, Admin, Member, Viewer, and Super Admin. Full audit trail on every action. Granular feature permissions.
API Access
Enterprise-grade REST API with OpenAPI/Swagger docs. Integrate TaxIQ into your existing practice management tools. API key management built in.
ABN & Credential Validation
Automated ABN checksum validation, registry lookup, and credential verification. Background agents continuously verify client credentials.
Bulk Import & Export
CSV client bulk import with validation. Export client data, analysis history, and reports. Email and phone validation on import.
How TaxIQ works
Go from signup to earning revenue in 4 simple steps
Sign Up & Brand It
Start your 14-day trial. Add your logo, colours, and custom domain. Your clients never see TaxIQ.
Import Your Clients
Bulk CSV import or invite individually. Each client gets their own portal with personalised tax strategies.
AI Does the Work
Our engine analyses tax positions, matches strategies, monitors ATO changes, and answers client questions — 24/7.
Earn Recurring Revenue
Charge clients monthly via Stripe Connect. We handle billing — you keep the revenue. Flat or revenue-share.
TaxIQ vs Manual Advisory
See why firms are switching to automated tax advisory
| Feature | TaxIQ | Manual |
|---|---|---|
| Tax strategy matching | ||
| Automatic ATO compliance | ||
| AI-powered client Q&A | ||
| Real-time threshold alerts | ||
| White-label client portal | ||
| Scenario modelling | Spreadsheets | |
| Grant eligibility matching | ||
| Revenue tracking & billing | Manual invoicing | |
| Time to set up | Minutes | Weeks/months |
| Cost per client | From $2/mo | $50-200/hr |
See these features in action
Request a personalised demo — see all features in action.