What you get

Your complete tax control centre

Every feature you need — built into one portal, with Flo always there to help. Grouped by what you're actually doing: capture, organise, track, get help.

Capture

AI receipt scanner

Upload anywhere in the portal — drag-and-drop JPG, PNG, PDF or HEIC — and your receipt is auto-filed into the right ATO category. Flo shows its reasoning for every decision, so nothing is a black box.

Bulk upload is supported, and every classification carries a confidence level your Registered Tax Agent can review before anything is lodged.

RECEIPT · AUTO-FILEDCONFIDENCE 92%

Officeworks

STATIONERY · WORK USE

D5

OTHER WORK EXP.

FLOD4 covers self-education. Officeworks stationery for general work use falls under D5.

Capture

Guided deduction pages (D1–D9)

A guided page for each deduction type: car logbook (D1), travel diary with per-trip records (D2), uniforms & laundry (D3), self-education (D4), a working-from-home hour tracker at the ATO fixed rate (D5), and gifts & donations (D9).

Each page explains the ATO rules in plain English, flags common traps — home to work is private, even on night shift — and has its own upload so receipts land in the right category first time.

DEDUCTIONS · GUIDED PAGESD1–D9
D1Car — logbook
D2Travel diary
D3Uniforms & laundry
D4Self-education
D5Working from home
D9Gifts & donations

TRAPHome to work is private — even on night shift. Flo flags it before it costs you.

Organise

Document vault

Secure cloud document storage — every client gets a private, password-protected folder synced to professional-grade cloud storage (Dropbox). Receipts, statements and signed documents in one place.

Because the folder is yours, your records stay yours — organised, backed up, and ready whenever you or your agent need them.

DOCUMENT VAULTPRIVATE
Receipts142 FILES
Bank statements18 FILES
Signed documents6 FILES

Synced to your own password-protected Dropbox folder — always yours.

Organise

Dashboard

All accounts at a glance — Personal, Sole Trader, Company, Trust, Partnership — with lodgement counts, overdue warnings, and one-tap actions.

Switch entities without switching systems: every account you're connected to lives in the one view.

TaxFlowAI / dashboardALL GOOD

Income Tax FY2025

LODGED

BAS Q2 FY2026

DUE 28 FEB

Vehicle Logbook

12 WKS · 68%

FLOUpload your bank statements to get started with Q2 BAS.

Track

Vehicle logbook

Full ATO-compliant logbook tool. Register vehicles, log trips manually or in bulk, calculate business use %, and export CSV or PDF for ATO substantiation.

The 12-week logbook period is tracked for you, so you always know how far along you are.

12-WEEK PERIOD68% BUSINESS USE

Track

Lodgement tracking

Per-lodgement status, financial year, due dates and accountant notes — for every entity you manage.

Statuses use the app's own language: lodged, due soon, on track. You'll never be surprised by a deadline again.

LODGEMENTS1 DUE SOON
Income Tax FY2025LODGED
BAS Q2 FY2026DUE 28 FEB
BAS Q3 FY2026OPENS 1 APR

Track

Investment properties

Track all rental and investment properties inline. Date first received rent, purchase date, notes — add, edit, and delete directly from the dashboard.

At tax time, your rental schedule is already organised for your Registered Tax Agent.

INVESTMENT PROPERTYRENTED

12 Example St, Parramatta NSW

FIRST RENT RECEIVED

01 JUL 2024

PURCHASE DATE

14 MAR 2024

Rental income, expenses and notes tracked inline — ready for your agent at tax time.

Get help

Book your accountant in two clicks

Live accountant availability inside the portal — pick a 30-minute Teams or phone call, or a 1-hour in-person appointment at Parramatta or Martin Place.

Your booking lands straight in the accountant's calendar. No phone tag, no email chains.

BOOK YOUR ACCOUNTANTLIVE AVAILABILITY

30 min — Teams or phone

TUE 11:00 · TUE 14:30 · WED 09:00

Book

1 hour — in person

PARRAMATTA · MARTIN PLACE

Book

Straight into your accountant's calendar. No phone tag.

Get help

Flo — AI assistant

Floating chat on every page. Flo answers tax deduction questions, explains receipt categorisations, and provides guided help for first-time users.

Flo organises; your Registered Tax Agent reviews and signs off. The AI does the sorting, the human does the lodging.

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?

Your tax, under control.

Always know what's happening. Stay organised. Reach your accountant. Start today — free to get started.

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

FREE TO SIGN UP · NO CARD · NO SUBSCRIPTION · YOU APPROVE EVERY QUOTE