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Tax Accountant

Simplify Property Tax Financials, Reports Review & Finalisation and ATO Audit responses

Automate data collation and gain real-time access to client financials, so you can spend more time on analysis and review—not chasing documents.

Automated audit checks & controls to catch missing costs

Effortless tax finalisation with instant reports and compliance tracking

Seamless collaboration with clients and advisors—no manual data sharing

Maximise efficiency and focus on strategic tax planning.

What The Property Accountant Brings to Your Clients

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Set up in 10 minute

Automated tracking of costs and expenses from rent statements, depreciation schedules, settlement statements and bank loan accounts.

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Manage in just 5 minutes

Expenses directly paid by your client (i.e. Land Tax, Insurance) can be updated in a few clicks via the mobile app or web portal.

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Instant reports

Generate income, expense, cost base and loan summary reports in seconds.

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Real-time financial insights

Track income, market value, loan balances, net equity and interest rates.

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Secure Document storage

Upload and access property documents like contracts, construction plans and drawings in just a few clicks.

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Stress Free Tax Finalization

All financial data is ready at tax time, eliminating last-minute hassle.

What The Property Accountant Brings to Your Practice

Seamless Tax Workflow

  • Instant access to client property financials—rental income, loan balances, expenses and costs with all supporting documents and invoices.
  • Automated updates—all capital and revenue costs/expenses are automatically recorded from settlement statements, rental summaries and depreciation schedules.
  • Effortless audit checks—match interest deductions, rental income and expense claims with financial records in real time.

Real-Time Accuracy

  • Cost base tracking for CGT calculations—ensure every deductible expense is captured and accurately reported.
  • Tax-ready reports & working papers—generate property income, expense and cost base reports in seconds, along with tax working papers.
  • Complete document storage & management—securely upload, track and access all supporting documents and invoices with ease.

Automate Tax Workflow in minutes - How It works

1. Add Client Details

Your Client's Name

Your Client's Email

Your Client's Mobile

2. Set Up Property & Loan Profile

Address

Investment Type – Residential or Commercial

Depreciation Method

Bank, BSB & Loan Account Number

3. Email Documents to Unique ID

Depreciation Schedule

Settlement Statement

Last Year's Annual Rent Summary

4. Send Invite & Client Setup

Client sets up password & MFA

Connects bank loans for live update

Advises property manager to email rent statements to unique ID

5. Expenses Directly Paid by Clients

Client updates via the mobile app or web portal.

Tax Accountant updates via the Tax Portal

6. Audit Checks & Final Reports

Automated audit checks for year-end reconciliation

Generate income, expense and CGT reports instantly

Download tax working papers instantly

Built on Trust, Committed to Security

ISO 27001 certified—we follow best practices to ensure top-tier security and privacy.

ISO/IEC 27001:2022 Certified

ISO/IEC 27001:2022 Certified

Ensuring top-tier security standards.

Secure Data Transfer

Secure Data Transfer

Protected by Cloudflare Pro Firewall

Compliant Banking Integration

Compliant Banking Integration

Adheres to ACCC regulations.

Multi-Factor Authentication

Multi-Factor Authentication

Mandatory at all levels for security.

Protected Data Storage

Protected Data Storage

Encrypted at rest by Amazon

Robust Password Management

Robust Password Management

Powered by Amazon Cognito

Plans & Pricing for Tax Accountants

Simple. Transparent. Scalable.

One payment = full access for you, your client, and your team.

If you pay, they don't. If they pay, you don't.

Pricing (incl. GST)

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Residential Properties
$3.99/month per property
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Commercial Properties
$7.49/month per property

1 Month Free Trial

Start with a free 1-month trial. Cancel anytime.

Fully Tax Deductible

All subscription fees are 100% tax deductible

What's Included

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Real-time access to property financial and accounting data
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Automated audit checks to catch errors and highlight missed deductions
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One-click reports—generate income, expense, and CGT summaries instantly
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Accurate cost base tracking for Capital Gains Tax
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Auto-capture of costs and expenses via mobile app and web portal
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Built-in tax tools to simplify review, finalisation, and compliance

Built for Accountants

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Manage multiple clients from a single dashboard
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Invite clients and collaborate in real time
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Bulk access to reports across all properties
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Add team members with role-based permissions
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Finalise tax reports with confidence and speed

Transform Your Tax Workflow with The Property Accountant

No more chasing documents, manual calculations, or missed deductions. Maximize client tax savings and automate tax compliance—effortlessly.

Begin Your Digital Transformation

Take the first step towards streamlining your property accounting, finances and document management with our AI-powered tools.

GET STARTED
3 Months free trial
BOOK A DEMO

GET IN TOUCH WITH US

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Tax Accountant FAQs

Find answers to questions about client management, tax workflow automation, and accessing property financial data.

Visit thepropertyaccountant.com.au and click on "Get Started."

Choose "Sign up as Tax Accountant"