Frontline FinancialTaxFlowAI
TaxFlowAI
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One tidy folder for every account.

Choose the file, choose the account, and it’s with your accountant. Everything is filed by job, so nobody chases email attachments.

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Upload sheet asking which account a document is for, listing the company and personal accounts and an I’m not sure option

Filed and tidy.

How it works

Three steps.

  1. 01

    Choose the file

    Take a photo, pick from your photo library or choose a file.

  2. 02

    Choose the account it’s for

    Personal, any business account, or “I’m not sure”.

  3. 03

    It’s filed by job

    Into that account’s secure folder, ready for your accountant.

In detail

What you get.

TaxFlowAI home screen with the Flo receipt scanner, upload a document, quotes and invoices, and the client’s accounts

Two taps from your home screen

Upload a document sits right under the receipt scanner. Take a photo of a paper document or pick a file you already have, then pick the account.

A folder for each account

Personal, company and trust documents stay in their own folders.

A folder for each job

A tax return or a BAS gets its own folder inside the account.

Questions

Good to know.

Which file types can I upload?
Photos, PDFs and other files from your phone or computer.
Can I upload for my business and personal at once?
Yes. You choose the account for each upload, so each document goes to the right folder.
Where are my files stored?
In your account’s secure folder. See our Data security page for how we protect it. Data security
Can I see what I’ve sent?
Yes. Your uploads are listed under Documents on each account.

More in the app

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