Frontline FinancialTaxFlowAI
TaxFlowAI
Get started

The process

Up and running in minutes.
In control all year.

Four steps from sign-up to sorted — and you approve the price before any work starts.

  1. Step 1

    Register your account

    Sign up free in minutes — no credit card needed. Your secure TaxFlowAI account is ready straight away, with two-factor authentication from the first sign-in.

    • Free to sign up — no card, no subscription
    • Works for individuals, sole traders, companies, trusts and partnerships
    • Your private document folder is created for you

  2. Step 2

    Complete your 10-minute profile

    A guided 4-step wizard collects what your tax agent will need: entity details (TFN/ABN), address, bank details with BSB lookup, and a final review. Flo guides every step.

    • 4-step onboarding wizard
    • TFN encrypted and masked — revealed only with password re-entry
    • Flo answers questions as you go

  3. Step 3

    Engage your tax agent

    Engage a Registered Tax Agent through the platform. They review your needs, send you a quote for exactly the service you require, and nothing proceeds until you accept it. The engagement letter is signed electronically.

    • A quote first — you approve the price before any work starts
    • Engagement letter signed electronically, legally binding
    • Every agent is registered — verifiable on the TPB register

  4. Step 4

    Upload, track, stay on top

    Your dashboard goes live with every account in one view. Snap receipts for Flo to sort, track every lodgement and deadline, and book time with your accountant when you need it.

    • AI receipt scanning into ATO deduction categories
    • Live lodgement status across all your entities
    • Book a 30-min call or 1-hour office visit in two clicks

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.

  1. 01

    Sign up free

    No card, no subscription, no upfront cost. Your account, receipts, Flo and deadline tracking cost nothing.

  2. 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.

  3. 03

    Nothing proceeds until you accept

    No obligation, no surprise bills. You approve the price before any work starts.

Why we work this way

Tax needs vary — a simple individual return and a company with a trust behind it are different jobs. A quote for your actual situation is fairer than a one-size-fits-all subscription you may not use. And because you see the price first, the decision is always yours.

Fees are confirmed in your engagement letter and quote.

After you sign up

What happens next

Straight away

Your account and private document folder are live. Start uploading receipts immediately — Flo files them as they land.

Within the first week

Complete your profile when it suits you, browse the deduction pages, and — if you want professional help — request a quote from a Registered Tax Agent.

At tax time

Everything is already organised. Your agent works from your sorted receipts and records, and you track lodgement progress live.

Common questions

See all FAQs
How do fees work?
Signing up is free — no card, no subscription, no upfront cost. When you engage a Registered Tax Agent through the platform, they review what you need and send you a quote for exactly that service. Nothing proceeds until you accept the quote, and fees are confirmed in your engagement letter.
Who prepares and lodges my return?
A Registered Tax Agent. TaxFlowAI is the technology platform — it organises your receipts, documents and deadlines, but your return is prepared and lodged by a real, registered professional you engage through the platform.
What does "free to sign up" actually mean?
Exactly that. Creating your account, uploading receipts, using Flo and tracking your deadlines costs nothing, with no card required and no subscription. You only ever pay for professional services you've specifically been quoted for — and accepted.
Am I locked in?
No. There's no subscription and no lock-in contract. Your documents and data are always yours to take with you — they live in your own cloud folder, so leaving is as simple as walking away with what's already yours.

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 startedBook a free call

Your tax, under control.

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

Get startedBook a free 30-min call

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