Four steps from sign-up to sorted — and you approve the price before any work starts.
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
Step 2
Complete your 10-minute profile
A short guided profile collects what your tax agent will need, such as your entity details and address. Flo guides every step.
Guided from start to finish
Tax File Numbers and bank details are not collected or stored in the platform
Flo answers questions as you go
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
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.
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.
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.
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. Tax services are provided by TAX7 T04 PTY LTD trading as TaxFlowAI, Registered Tax Agent 26313222. The platform organises your receipts, documents and deadlines, and your return is prepared and lodged by registered professionals. The platform itself is owned and developed by Frontline Holdings Group Pty Ltd trading as TaxFlowAI by Frontline Financial.
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.