Access Accountants Tax

Download the Access Accountants Tax factsheet

Access Accountants Tax

The all-in-one cloud compliance solution providing consistent workflows for all your tax work. Enjoy the benefits of integrated CRM, tax preparation, eSignatures, document sharing, private AI and lodgment with the ATO.

Prepare all your tax returns in one application for a consistent approach for all your clients. Access Accountants Tax offers integrated client management, tax preparation and lodgement for accountants in public practice.

  • Effective organisation
    Effective task organisation and client management with a CRM streamlines communication, centralises
    customer data, and enhances relationship-building by providing standardised workflows and collaboration across your team.
  • All your tax forms covered
    Lodge all tax returns for individuals, companies, partnerships, trusts and SMSF’s along with activity statements and FBT returns from anywhere. With no limits on the number that can be lodged in any one month.
  • Always connected
    Anywhere, anytime access with complete visibility of client returns and the status of returns from home, the office or anywhere.
  • Save time
    Split interest, dividends and managed fund distributions between returns with ease.
  • Smart tools
    Smart error checking as you work, alerting you to things that need your review. Saving the time it takes to complete returns.
  • AI enabled software
    Ask questions of your client and tax data with our advanced AI capabilities in a private and secure way.