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Tax Accountant

Property Tax Accountant Software for Efficient Client Management

Gain control over your real estate finances with intuitive, cloud-based property tax accounting software. Purpose-built for Australian property investors to simplify compliance, boost profitability, and save time.
  • Automate audit and compliance checks
  • Access accurate client data in real time
  • Deliver ATO-compliant reports faster
  • Our Software Features

    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.

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    Effortless Client Management

    • Add or invite clients in seconds — manage their profiles, properties, and onboarding with ease.
    • Set up clients instantly via email or SMS
    • Create profiles, upload documents, or invite them later when ready
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    Smart Property & Document Handling

    • Keep every property and document perfectly organized for stress-free tax time
    • Each client has a dedicated property space where uploaded files automatically link to the right record
    • No more misplaced rental summaries or depreciation schedules
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    Automated Audit & Yearly Comparison

    • Spot missing data and mismatched details instantly — stay compliant all year
    • Intelligent audit checks flag gaps like unrecorded expenses or missing summaries
    • Year-on-year comparisons help ensure every number adds up before lodgement
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    Secure Bank Sync & Expense Tracking

    • Connect bank accounts for live transaction updates and seamless expense logging
    • Real-time syncing removes manual data entry
    • Track repairs, invoices, and maintenance costs automatically for each property.
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    One-Click Tax-Ready Reports

    • Generate ATO-compliant reports and CGT summaries in moments
    • Convert reconciled data into professional reports - tax, loan, or CGT
    • All formatted to meet Australian compliance standards
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    Team Collaboration & Role Access

    • Invite your team, assign roles, and work together securely
    • Give staff role-based permissions to view, edit, and approve the client information
    • Keep your workflow smooth and controlled
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    Built for Accuracy, Speed & Compliance

    • Automate manual tasks, cut errors, and focus on maximizing deductions
    • The Property Accountant identifies missing data, maintains ATO compliance
    • Gives you more time to deliver high-value insights to your clients
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    What The Property Accountant Brings to Your Clients

    Help your clients stay organised, informed, and tax-ready all year long; with real-time insights, automated expense tracking, and stress-free financial reporting.

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    Set up in 10 minute

    Automated tracking of costs and expenses from rent statements, depreciation schedules, settlement statements and bank loan accounts.

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    Manage in just 5 minutes

    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.

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    Instant reports

    Generate income, expense, cost base and loan summary reports in seconds.

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    Real-time financial insights

    Track income, market value, loan balances, net equity and interest rates.

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    Secure Document storage

    Upload and access property documents like contracts, construction plans and drawings in just a few clicks.

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    Stress Free Tax Finalization

    All financial data is ready at tax time, eliminating last-minute hassle.

    Who Is Our Software For?

    Our platform is designed specifically for tax professionals who work with property investors. No matter the size of your practice or the complexity of your clients’ portfolios, it provides the tools to make your work faster, easier, and more accurate.

    Independent Tax Accountants

    If you’re working solo or in a small practice, the platform helps you cut down on manual admin and endless emails. You can set up client property profiles in minutes, automate compliance checks, and access real-time reports without juggling spreadsheets or chasing missing documents.

    Accounting Practices

    For firms managing multiple investor clients with both residential and commercial properties, our software centralises property data into one easy-to-use system. Consolidated reporting lets you view the performance of an entire client portfolio at a glance, while role-based access means your team can collaborate seamlessly.

    Specialist Property Tax Advisors

    Specialist Property Tax Advisors

    If you advise on more complex ownership structures such as trusts, SMSFs, or joint ventures, the platform supports customised reporting for each scenario. With automated CGT and depreciation tracking, you can provide accurate advice and ensure clients meet ATO obligations without added complexity.

    Whether you manage just a few investor clients or hundreds, this software is built to scale with your practice. It saves valuable time, reduces the risk of errors, and gives you confidence that every client report is ATO-compliant.

    BOOK A DEMO

    What The Property Accountant Brings to Your Practice

    Turn complex tax workflows into a smooth, automated process. With The Property Accountant, you can track every dollar, document every deduction, and stay effortlessly compliant with ATO regulations year-round.

    Seamless Tax Workflow

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    Instant access to client property financials

    Rental income, loan balances, expenses and costs with all supporting documents and invoices at your fingertips.

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    Automated updates

    All capital and revenue costs/expenses are automatically recorded from settlement statements, rental summaries and depreciation schedules.

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    Effortless audit checks

    Match interest deductions, rental income and expense claims with financial records in real time.

    Real-Time Accuracy

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    Cost base tracking for CGT calculations

    Ensure every deductible expense is captured and accurately reported.

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    Tax-ready reports & working papers

    Generate property income, expense and cost base reports in seconds, along with tax working papers.

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    Complete document storage & management

    Securely upload, track and access all supporting documents and invoices with ease.

    Automate Tax Workflow in minutes - How It works

    From client onboarding to final reconciliation, automate the entire tax process and ensure every report meets ATO compliance standards.

    1. Add Client Details

    Your Client's Name

    Your Client's Email

    Your Client's Mobile

    2. Set Up Property & Loan Profile

    Address

    Investment Type – Residential or Commercial

    Depreciation Method

    Bank, BSB & Loan Account Number

    3. Email Documents to Unique ID

    Depreciation Schedule

    Settlement Statement

    Last Year's Annual Rent Summary

    4. Send Invite & Client Setup

    Client sets up password & MFA

    Connects bank loans for live update

    Advises property manager to email rent statements to unique ID

    5. Expenses Directly Paid by Clients

    Client updates via the mobile app or web portal.

    Tax Accountant updates via the Tax Portal

    6. Audit Checks & Final Reports

    Automated audit checks for year-end reconciliation

    Generate income, expense and CGT reports instantly

    Download tax working papers instantly

    Built on Trust, Committed to Security

    ISO 27001 certified—we follow best practices to ensure top-tier security and privacy.

    ISO/IEC 27001:2022 Certified

    ISO/IEC 27001:2022 Certified

    Ensuring top-tier security standards.

    Secure Data Transfer

    Secure Data Transfer

    Protected by Cloudflare Pro Firewall

    Compliant Banking Integration

    Compliant Banking Integration

    Adheres to ACCC regulations.

    Multi-Factor Authentication

    Multi-Factor Authentication

    Mandatory at all levels for security.

    Protected Data Storage

    Protected Data Storage

    Encrypted at rest by Amazon

    Robust Password Management

    Robust Password Management

    Powered by Amazon Cognito

    Plans & Pricing for Tax Accountants

    Simple. Transparent. Scalable. One plan covers your entire team.

    If you pay, they don't. If they pay, you don't.

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    Residential Properties

    $3.99/month per property

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    Commercial Properties

    $7.49/month per property

    Start now and claim your 1 Month FREE access.

    What's Included

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    Real-time access to property financial and accounting data
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    Automated audit checks to catch errors and highlight missed deductions
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    One-click reports—generate income, expense, and CGT summaries instantly
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    Accurate cost base tracking for Capital Gains Tax
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    Auto-capture of costs and expenses via mobile app and web portal
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    Built-in tax tools to simplify review, finalisation, and compliance

    Built for Accountants

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    Manage multiple clients from a single dashboard
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    Invite clients and collaborate in real time
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    Bulk access to reports across all properties
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    Add team members with role-based permissions
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    Finalise tax reports with confidence and speed

    Transform Your Tax Workflow with The Property Accountant

    No more chasing documents, manual calculations, or missed deductions. Maximize client tax savings and automate tax compliance—effortlessly.

    Begin Your Digital Transformation

    Take the first step towards streamlining your property accounting, finances and document management with our AI-powered tools.

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    3 Months free trial
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    Tax Accountant FAQs

    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.