Can clients save and continue?

Yes. Progress is saved automatically and clients can return any time.

Yes. Answers are scoped per client and only visible to your firm's staff with access.

Feature · Client Organizers

Smart tax organizers your clients will actually finish

Pre-built organizer templates for AU and NZ return types, with conditional questions, save-and-continue, and per-question document attachments.

Ready-to-send organizers for individual, sole trader, rental, company, BAS and GST work.

Hide irrelevant questions based on earlier answers — shorter intake for clients.

Clients can pause an organizer and resume exactly where they left off.

Each question can request supporting files, captured against the organizer.

Push the individual organizer to every client at the start of the season.

Targeted organizer that only asks about rental income, expenses and depreciation.

Structured intake for small business clients with directors, shareholders and accounts.

FAQ

Yes. Templates can be duplicated and customised per firm.

Set up your firm in minutes. No credit card required.