Give every property investor client a continuously maintained Property Record containing the income, expenses, loans, documents, depreciation and cost-base information your team needs before tax time begins.
8, King Arthur Drive
Client Property Record
Everything your team needs, attached to the property
Rental Income
Statements & transactions
Loan & Interest
Current loan data
Expenses
Evidence attached
Depreciation
Schedules retained
Capital Improvements
Cost-base records
Rent Schedule
For Annual Tax Returns
Capital Schedule
Capital Gains Calculations
Negative Gearing & CGT
With supporting documents
No more chasing documents at tax time.
Your clients' property records are already organised and ready for review.
Tax working papers
Common Questions
Straight answers on how The Property Accountant fits your practice, your clients and your existing tax workflow.
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.
The annual property-record problem
Property clients often arrive with fragments of the story. Your team then spends valuable time reconstructing information before the tax review can really begin.
Searching inboxes, portals and attachments for the final version.
Confirming balances, refinances and the purpose of borrowed funds.
Chasing rates, insurance, land tax, repairs, invoices and receipts.
Reconstructing settlement costs and improvements years later when the property is sold.
The Property Accountant turns that annual reconstruction exercise into an ongoing Property Record.
See how it worksBuy
Settlement
Borrow
Loans & interest
Own
Income & expenses
Tax
Tax-ready records
Refinance
New Equity
Improve
Cost-base evidence
Sell
CGT history ready
8, King Arthur Drive
Permanent Property Record
5 minutes to setup, 1-2 mins for monthly upkeep
One Property Record
Every transaction, document and property-specific record stays attached to the asset it relates to, instead of being scattered across folders, inboxes and systems.
Your client maintains the record.
Simple uploads, bank connections and document capture make ongoing record keeping practical.
The Property Accountant automates the record.
Data is extracted, categorised, reconciled and linked to the right property.
Your team reviews the record.
Accountants focus on exceptions, tax treatment and advice rather than basic reconstruction.
Before vs after
| Traditional property client | With The Property Accountant |
|---|---|
| Before: Accountant sends checklist | With The Property Accountant: Property Record already exists |
| Before: Client searches emails and folders | With The Property Accountant: Documents already attached to the property |
| Before: Rental summary requested | With The Property Accountant: Rental information captured throughout the year |
| Before: Interest checked manually | With The Property Accountant: Loan information available for review |
| Before: Expenses reconstructed | With The Property Accountant: Costs captured with supporting evidence |
| Before: Missing documents chased | With The Property Accountant: Gaps identified earlier |
| Before: Cost base rebuilt at sale | With The Property Accountant: History accumulated throughout ownership |
Simple to implement
No migration project and no change to your tax software - add a client and the record starts building itself.
Step 01 · Add
Create their property profile or invite them directly via email or SMS.
Step 02 · Build
Add existing property, loan, settlement and depreciation information.
Step 03 · Automate
Bank data, rental statements and documents help keep the record current.
Step 04 · Review
Resolve exceptions, generate reports and download working papers.
Low-risk adoption
Start with a small group of property investor clients, see how the workflow fits your practice, then expand when you are comfortable.
What The Property Accountant does
Three jobs, done continuously, so the record is complete long before your team opens the file.
Collect the information that belongs to each property.
Identify and resolve gaps & exceptions earlier.
Turn the Property Record into accountant-ready outputs.
For your client
5 minutes to setup, 1-2 mins for monthly upkeep
For your tax accountant
15 minutes to finalize property tax financials
Beyond property bookkeeping
From automated property accounting to complex tax calculations, Budget reform preparation and ATO audit responses, all in one platform.
Built on Trust
ISO 27001 certified - we follow the world's best practices to ensure top-tier security and privacy for every user.
Certified information security management - the gold standard for data protection.
Enterprise-grade DDoS protection and secure data transfer on every request.
Open Banking integration adheres fully to ACCC Consumer Data Right regulations.
MFA is mandatory at every level - investor, accountant and broker portals.
All data encrypted at rest using AWS S3 with AES-256 encryption standards.
Robust, scalable password management powered by AWS Cognito infrastructure.
$3.99/
property/month
House, units, townhouse
$2.00/
room/month
Room-level tracking
$2.99/
unit/month
Multi-unit reporting
$7.49/
property/month
Full GST reporting
$4.50/
unit/month
Multi-unit GST
Year-round Property Record for every investor client
Automated audit checks to flag gaps and exceptions early
One-click income, expense, cost-base and CGT reports
Downloadable tax working papers
Auto-capture of costs via bank feeds, mobile app and web portal
Secure document storage attached to each property
Start with just 5 clients - no setup fee
Manage every client from a single dashboard
Invite clients and collaborate in real time
Add team members with role-based permissions
Works alongside your existing tax software
Start Today
See how The Property Accountant can create a continuously maintained Property Record for your property investor clients.
Have questions? We're here to help you get started.
