TaxPilot reads your clients' documents, fills in the return, and tells you what is missing.
Your clients send what they have. Photos of receipts, a 40-page bank statement, a spreadsheet with the columns in their own order. TaxPilot reads all of it, puts the values on the return, and links each one back to the page it came from. It also lists what each return is still waiting on. You check every figure, and nothing is lodged until you do.
Private Early Access opens November 1. Three days of free access on your own client work, no obligation and no spam. We'll contact selected firms before launch.
The review screen. The client's document on the left, the values read from it on the right. You accept, correct or reject each one.
A lot of tax season is retyping something that is already in a document.
You have seen it every year. A client sends a payment summary, a rental statement and a shoebox of receipts. Somebody on your team reads all of it and types it into your practice software. Then the agent checks the typing rather than the tax position.
The judgment is the valuable part. The typing is the part that runs your season.
What TaxPilot does
From client chaos to review-ready work
Invite Client
Send a simple request for the information and documents needed.
Collect Documents
TaxPilot tracks what has been received and what is still missing.
Extract Information
Key information is pulled from uploaded documents using AI.
Prepare Workpapers
Client information is organized into a review-ready format.
Review & Finalize
Your team keeps control of professional judgment before anything is submitted.
What changes on your desk
Not a longer feature list. A different week.
Junior time goes back to advice
The hours that went into transcription go into the work clients pay for.
The same return takes the same time
Whoever prepares it. Quality stops depending on who had capacity in September.
Peak season stops meaning overtime
Volume is absorbed rather than staffed. October looks like June.
Fewer amendments
Mismatches surface before lodgement rather than in a letter from the ATO.
You stop competing on price
When prep cost falls, returns that were marginal become worth taking.
Nothing leaves Australia
No offshore prep team, no data crossing a border, no TPB conversation about it.
Three things making this urgent right now
Still lost to manual data entry on a single individual return, before any advice happens. Across a season, senior staff spend it typing rather than advising.
More than nine in ten Australian firms say they are struggling to recruit skilled accountants, and roughly 22,000 experienced practitioners are expected to retire this decade. Hiring your way out is getting harder every year.
Many firms ship preparation overseas to cope. Under the TPB Code of Professional Conduct that means disclosing to every client exactly where their return, and their private financial data, is going.
None of these get better by working harder next season.
Not another tax software
TaxPilot sits before your tax software.
It helps your team get client work ready faster by reducing the manual admin around document collection, extraction, preparation and review.
- Your tax software remains the system of record.
- Your team remains in control.
- TaxPilot removes the coordination work around it.
Launching November 1.
Private Early Access. See TaxPilot on your own documents before you commit to anything.
The first 250 paying firms receive 25% Founder pricing.