Finish more returns. Chase less paperwork.
The AI workspace built for Australian tax professionals.
Tax Terminal collects client information, reads documents, finds what's missing, prepares workpapers, checks returns, and shows the evidence behind every number.
You remain the tax professional. Tax Terminal does the legwork.
Your clients send documents. Tax Terminal turns them into work.
Drop in receipts, bank statements, dividend statements, broker reports, rental statements, invoices, spreadsheets, PDFs, emails or photos.
Stop manually sorting client paperwork.
Stop chasing clients.
Tax Terminal knows what has been received — and what hasn't. Ask for a client, and get the follow-up drafted for you.
Tax Terminal drafts the email or WhatsApp message and records the response against the client file.
Spend less time chasing. Spend more time doing tax work.
See client collection in action →Ask the client file anything.
Stop searching through folders, emails, PDFs and spreadsheets. Just ask.
Tax Terminal searches only the authorised client's records and returns the answer with its source.
Your client file finally answers questions.
Every number has evidence.
AI should never give a tax professional a number without showing where it came from.
Click any material number. See exactly where it came from.
Know what's missing before you start.
Tax Terminal reviews current-year documents, prior-year returns, the client profile, investments, properties, companies, trusts, business activities and previous claims — and tells you what doesn't add up.
Find the gap before review finds it.
Investment loan appears to remain active, but no FY2026 annual interest statement has been received.
Review exceptions. Not every line.
Before senior review, Tax Terminal runs an AI-assisted and deterministic review — everything else passed review checks.
Give reviewers the problems — not the paperwork.
Compare this year with last year, instantly.
| Item | FY2025 | FY2026 | Change |
|---|---|---|---|
| Salary | $142,000 | $158,000 | +11% |
| Interest | $6,800 | $8,210 | +21% |
| Dividends | $9,440 | $5,820 | -38% ⚠ |
| Rental income | $39,200 | $40,100 | +2% |
| Rental interest | $19,331 | $28,419 | +47% ⚠ |
| Vehicle expenses | $4,120 | $6,210 | +51% ⚠ |
Find unusual changes before they become review questions.
Turn the client shoebox into a tax file.
Client uploaded 94 files.
From messy documents to organised tax work in minutes.
Built for teams. Not just individual accountants.
Assign work to
Every user sees only the practices, clients and records they are authorised to access.
One platform for the entire tax team.
Your client data stays separated.
Every document belongs to an explicit:
Switch client, and the previous client's context is removed before the next one is loaded. Client data is hosted in Australia, encrypted in transit and at rest, and handled in line with the Australian Privacy Principles and a registered agent's obligations under the Tax Practitioners Board's Code of Conduct.
AI designed for professional tax work.
Tax Terminal isn't a generic chatbot with access to a folder. It combines three distinct layers.
AI intelligence
Deterministic systems
Human professional judgment
AI assists. The tax professional remains in control.
Stop copying taxpayer data into random AI tools.
Give your team a controlled AI workspace designed around tax-practice workflows.
Bring AI into the practice without losing control of the practice.
One client. One complete history.
Documents, emails, WhatsApp messages, questions, answers, calculations, workpapers, notes, tax research, reviews, approvals, returns and audit history — everything stays with the client.
Tax Terminal remembers.
From client upload to review-ready return.
- 1
Collect
Tax Terminal generates the client's information checklist.
- 2
Chase
Missing information is identified and follow-ups are prepared.
- 3
Read
Documents are classified and analysed.
- 4
Prepare
Tax information, calculations and workpapers are prepared.
- 5
Review
Missing evidence and unusual items are surfaced.
- 6
Approve
Client and tax-agent approvals are recorded.
- 7
Retain
Every source document and decision remains available for audit.
Grow the practice. Not the administration.
As your client base grows, the repetitive work grows with it: more emails, more documents, more chasing, more checking, more review, more administration.
Tax Terminal automates the repetitive layer so your people can focus on the work that requires professional judgement.
Complete more work without increasing administration at the same rate.
Works alongside your existing tax stack.
You don't need to replace your tax software on day one. Tax Terminal becomes the intelligence and workflow layer around your existing practice.
Keep the systems you trust. Add the intelligence they're missing.
Choose your practice size
Professional
For smaller tax practices adopting AI-assisted workflows.
Start ProfessionalPractice
For growing multi-user practices requiring team workflows and greater automation.
Start PracticeEnterprise
For larger practices requiring advanced controls, integrations and administration.
Talk to usClaude subscription / AI usage may be separate depending on configuration.
Upload a sample client file. Then ask.
"What am I missing?" · "Prepare the workpapers." · "Compare this year with last year." · "Review the return." · "Show me the evidence." · "Prepare the client approval pack."
Finish more returns. Chase less paperwork.