The platform that connects you with Registered Tax Agents

Your tax,
under control.

AI sorts your receipts, the Registered Tax Agent you engage through the platform lodges your return, and every ATO deadline is tracked for you — free to start.

Tax made simple. For every Australian.

Lost receipts? Unclear status? Hard to reach your accountant? Flo sorts your receipts, your vault keeps everything safe, and you always see what's next.

Always know what's happening
Stay organised — receipts & documents in one place
Reach your accountant — upload, message, no phone tag

Get started Book a free 30-min call

Start uploading in minutes — Flo files receipts as they land.

Not ready to sign up? Talk to a real tax agent first — free, no obligation.

FREE TO SIGN UP · NO CARD · NO SUBSCRIPTION

TaxFlowAI / dashboardALL GOOD

Income Tax FY2025

LODGED

BAS Q2 FY2026

DUE 28 FEB

Vehicle Logbook

12 WKS · 68%

FLO — Upload your bank statements to get started with Q2 BAS.

CONNECTS YOU WITH REGISTERED TAX AGENTSASIC AGENT 51843ABN 59 671 861 475VERIFY TAX AGENT ↗POWERED BY FRONTLINE FINANCIAL

Not like every other tax platform

Feel like you're in control,
not in the dark.

We're not here to sell you software. We're here to give you visibility — real accountants, real deadlines, real clarity.

What you get

Your complete tax control centre

See all features

AI receipt scanner

Upload anywhere in the portal — Flo auto-files it into the right ATO category and shows its reasoning.

Guided deduction pages (D1–D9)

Car logbook, travel diary, uniforms, self-education, WFH hours, donations — ATO rules in plain English.

Document vault

Your own private, password-protected cloud folder — receipts, statements and signed documents in one place.

Book your accountant in two clicks

Live availability — 30-min Teams or phone, or 1-hour in-person at Parramatta or Martin Place.

Vehicle logbook

ATO-compliant 12-week logbook with business-use % and CSV/PDF export for substantiation.

Lodgement tracking

Every deadline for every entity, with live status — lodged, due soon, or on track.

The process

Up and running in minutes

Register free, complete a 10-minute profile, engage a Registered Tax Agent, and stay on top of everything from one dashboard.

STEP 1Register your account
STEP 2Complete your 10-minute profile
STEP 3Engage your tax agent
STEP 4Upload, track, stay on top

See the full walkthrough — including how fees work

How fees work

You approve the price before any work starts

No subscriptions. No upfront charges. No surprises. Just a clear quote for the exact service you need — that you choose to accept, or not.

01
Sign up free
No card, no subscription, no upfront cost. Your account, receipts, Flo and deadline tracking cost nothing.
02
Get a quote for exactly what you need
A Registered Tax Agent reviews your situation and sends you a quote for the specific service you require — nothing more.
03
Nothing proceeds until you accept
No obligation, no surprise bills. You approve the price before any work starts.

Fees are confirmed in your engagement letter and quote.

Integrations

Plays well with the tools you trust

DROPBOX

Your documents live in your own secure Dropbox folder — organised, backed up, and always yours.

XERO

Works natively with Xero and Xero Practice Manager so your books and your tax return stay in sync.

CALENDLY

Real-time accountant availability — book a meeting in two clicks.

ANNATURE

Sign engagement letters electronically — legally binding, bank-grade e-signatures.

STRIPE

Pay invoices securely online. Card details never touch our servers.

CLAUDE BY ANTHROPIC

Flo runs on Claude, frontier AI from Anthropic, for accurate receipt classification with reasoning you can read.

No lock-in. Your documents and data are always yours to take with you.

Who it's for

One portal for all your entities

Manage every account in a single view — no switching between systems.

PersonalSole TraderCompanyTrustPartnership

Sole traders

BAS and quarterly deadlines, business vs personal expenses, vehicle logbook.

BUILT FOR YOU →

Employees & WFH

WFH fixed-rate hour tracker, D5 claims, and the records the ATO expects.

BUILT FOR YOU →

Property investors

Rental schedules, deductible expenses, and record keeping that holds up.

BUILT FOR YOU →

Already have an accountant?

Switching is simpler than most people expect. Engage a Registered Tax Agent through TaxFlowAI and they'll request your details from your previous accountant and pick up your lodgement history with the ATO — no awkward break-up conversation, no starting from scratch.

Get started Book a free call

Your AI assistant

Meet Flo

Flo is the assistant built into every page of your portal — Flo is the flow. It sorts your receipts into ATO deduction categories (D1–D9), explains every categorisation decision, and answers your tax questions in plain English.

Classifies receipts into ATO deduction categories with confidence levels
Shows AI reasoning behind every categorisation decision
Answers questions about tax deductions and ATO rules
Guides first-time users through onboarding
Floating chat button — always available on every page

Flo

AI TAX ASSISTANT · ONLINE

FLO

I've scanned your Officeworks receipt. Classifying as D5 — Other work-related expenses. Confidence: 92%.

YOU

Why D5 and not D4?

FLO

D4 covers self-education. Officeworks stationery for general work use falls under D5. Want me to change it?

Security

Your security matters

So you can focus on your tax — not on worrying about security.

Encryption in transit and at rest — your data is protected on the move and in storage.
Two-factor authentication on every sign-in.
Sensitive fields — your TFN and bank details — are encrypted and masked, revealed only after you re-enter your password.
Role-based access: people only see what their role requires.
Your documents are stored in your own access-controlled cloud folder.