Manage multiple property investor clients with software built for tax accountants. Automate income and expense tracking, streamline reporting, and generate accurate, compliant tax-ready reports in one platform.
Sign up now for 1 month free - no credit card required
Common Questions
Find answers to questions about client management, tax workflow automation, and accessing property financial data.
You can sign up directly on our website and create your accountant profile in just a few minutes. Once registered, you'll receive secure access to your dashboard where you can add client details and begin onboarding.
The platform is designed to be simple, so most accountants can complete the initial setup in less than ten minutes. If you need help, our support team is available to guide you step by step.
Client setup is quick and straightforward. You simply add property information such as purchase details, ownership structure, and loan accounts. The platform allows you to connect to over 100 Australian banks and lenders, making loan data easy to integrate.
You can also upload or forward property-related documents like settlement statements and depreciation schedules, which the system automatically processes.
After logging into your portal, click "Add Client" to enter their name, email, and mobile.
You can also upload a client list to set up multiple clients in one go.
Choose between:
Yes, the platform is designed to support both individual accountants and larger practices. You can manage multiple clients with residential, commercial, or mixed portfolios all within one dashboard.
The system provides consolidated reporting so you can view each property or an entire portfolio at a glance. This makes managing high-volume clients more efficient and reduces the need for manual consolidation.
Once a client's property profile and financial connections are set up, all data flows directly into your dashboard. This means you can instantly view rental income, expenses, loan balances, and depreciation schedules without waiting for client emails or paperwork.
The system also includes real-time compliance checks, helping you spot potential issues early. Having immediate access saves time and ensures accuracy in tax preparation.
The all-in-one tax accounting solution that brings accuracy, speed, and compliance together - giving you total control over client data, documents, and reports from start to finish.
Add or invite clients in seconds - manage their profiles, properties, and onboarding with ease.
Keep every property and document perfectly organized for stress-free tax time.
Spot missing data and mismatched details instantly - stay compliant all year.
Connect bank accounts for live transaction updates and seamless expense logging.
Generate ATO-compliant reports and CGT summaries in moments.
Invite your team, assign roles, and work together securely.
Automate manual tasks, cut errors, and focus on maximizing deductions. The Property Accountant identifies missing data, maintains ATO compliance, and gives you more time to deliver high-value insights to your clients.
Book a DemoHelp your clients stay organised, informed, and tax-ready all year long; with real-time insights, automated expense tracking, and stress-free financial reporting.
Automated tracking of costs and expenses from rent statements, depreciation schedules, settlement statements and bank loan accounts.
Expenses directly paid by your client (i.e. Land Tax, Insurance) can be updated in a few clicks via the mobile app or web portal.
Generate income, expense, cost base and loan summary reports in seconds.
Track income, market value, loan balances, net equity and interest rates.
Upload and access property documents like contracts, construction plans and drawings in just a few clicks.
All financial data is ready at tax time, eliminating last-minute hassle.
