Access Accountants Tax

Powerful tax lodgement and client management software

The all in one cloud tax and client management solution for Australian tax agents and accountants. Enjoy the benefits of integrated CRM, email, tax, eSignature and client portal capabilities from anywhere.

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Every size Practice

From new solo practices to large firms, we’ve got you covered.

We process millions of tax returns for tax agents each year.

AI enabled software

With Evo you can ask questions of your client and tax data with our advanced AI capabilities in a secure way.

Streamline your workflows

Schedule workflows for multiple clients at once, saving time and reducing errors.

Centralised client management

Centralised client management provides full visibility of relevant files, ongoing tasks and deadlines.

All your client data and tax returns in one place

A single application for all your tax needs helps improve practice efficiency by eliminating the need to access multiple systems to establish your tax lodgement status. Save time and money and reduce errors.

All tax forms covered

Our tax forms are updated each year based on the latest compliance legislation from the ATO.

Lodge all tax returns for individuals, companies, partnerships, trusts and SMSF’s along with activity statements and FBT returns directly from the software.

Speed up compliance work by automatically prefilling activity statements and your client’s income and deductions in individual tax returns with data from the ATO or directly from Access Ledger. Freeing up time to focus on what matters most to you.

Tax features & capabilities

AI-enabled software

Powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work.

Ask questions of your client and tax connected data. For example - “provide a list of clients who have rental properties with deductions less than $50,000” or “provide a list of companies with ultimate holding company located overseas”.

Ask questions of the ATO website and get answers in seconds, via your desktop or using our mobile app.

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Faster returns

Prepare returns faster with the go to function to skip fields until you're ready to complete them.

A dynamically updated tax estimate is displayed as you complete Individual and Company forms keeping you informed and saving you time.

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All your tax returns in one place

A single application for all your tax returns with no rekeying of data.

Access Tax provides a workflow that allows you to remain in control to review and lodge even while out of the office.

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Drive efficiency with pre-fill

Save time without having to rekey data with tax transfer directly from Access Ledger.

ATO pre-fill allows you to import information directly from the ATO saving you time completing returns.

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Unlimited returns

Lodge returns for all your clients with no limits on the number of returns that can be lodged per month.

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All forms covered

Access Tax supports all major ATO SBR (Standard Business Reporting) forms for Australian tax compliance, including individual, company, trust, partnership, SMSF, BAS/IAS, FBT, and AMIT returns.

Supported SBR forms include:

Individual Tax Return (IITR)
Company Tax Return (CTR)
Trust Tax Return (TRT)
Partnership Tax Return (PTR)
Self-Managed Super Fund Annual Return (SMSFAR)
Activity Statements (BAS/IAS)
Fringe Benefits Tax (FBT)
Attribution Managed Investment Trust (AMIT)
Superannuation Fund Return (FITR)
Family Trust Election/Revocation (FTER)
Interposed Entity Election (IEE)

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eSignature capability

eSignature capability offered through Access Practice SE and PleaseSign via a subscription to PleaseSign directly.

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Error checking

Smart error checking as you work, alerting you to things that need review. Saving the time it takes to complete returns.

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Integrations

Change GPS - make advisory profitable with the tools you need to advise your clients at scale.

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Security

Know your data is safe and secure, only accessible via MFA. All data is hosted an Australian data centre.

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Client Management & Workflow Capabilities

Client management

Store and manage client information and key attributes, maintain both client and prospect information to ensure you always have the most up to date information for meaningful conversations.
Assign tasks and checklists to your clients to send information required to complete work.
Your client data is aways kept in sync with integrated applications.

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Task Management

Track tasks to completion in record time to ensure they’re allocated and commenced on time.
Assign tasks to your team and clients to ensure you’re all working to the same deadline.

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Email Management

Integrate with Office 365 or Gmail to stay organized.

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Workflow Automation

Automate standard processes and tasks to free up time.
Recurring to-do's will be created automatically - define when you want the workflows to recur, and we do the rest. Turn your workflows into detailed processes by adding instructions, checklists, images, links and even embedded training videos to ensure your team has everything they need.
Add email templates into your workflows to save time. Emails can be set to send automatically or manually to give you more control.

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Document Storage

Retrieve documents in seconds and respond to enquires quickly and accurately with instant access to all correspondence.
Share documents with client in a secure way.
Allow your clients to upload and retrieve documents at any time providing them with flexibility and saving your time.

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Client Portal

Add the collection of eSignatures from clients into your workflow.
Allow clients to upload documents and provide self service to past documents.

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Integrations

Change GPS - make advisory profitable with the tools you need to advise your clients at scale.
Zapier – coming soon

Access Accountants Evo Base

Access Accountants Evo comes with a selection of tools and applications. The base plan is included in your Access Accountants Tax subscription.

View Access Accountants Evo plans

Access Tax

Powerful tax preparation and lodgement capabilities for all major tax forms.

Access Practice SE

A powerful tool to help manage client work and stay organised.

Access Accountants Evo

Access Accountants Evo comes with a selection of tools and applications. The base plan is included in your Access Accountants Compliance subscription. Compare plans and inclusions here.

Zap Data Hub

Your client data is only as good as your ability to access, analyse and use it. With our API you can connect to all the major small business accounting applications.

Change GPS

Make advisory profitable with the tools you need to advise your clients at scale.

Fathom

Get access to relevant insights and help your clients with management reporting and cash flow forecasting and be an integral part of their business success.

Looking for ledger and additional practice capabilities?

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