Free your practice from Tax Admin
Reduce tax administration time by 90%.
Read, triage and notify clients automatically – all from our IRD-integrated inbox.
Automated collection, sending and archiving of IRD comms for clients and staff
Set logic rules and save presets to decide where each letter type goes
Craft personalised, branded emails using editable templates
Import information seamlessly through our XPM connection
Tax Admin App savings calculator
Find out how much time and money your practice could save using our Tax Admin App.
Number of IRD numbers
How many IRD numbers do you have?
Savings
- – Staff cost of reduced by to
- – Time of hours reduced by to
Information
The cost of human error
Efficient data entry has a human error rate of about 1%. If you’re processing 1,000 tax letters, can you afford 10 mistakes? Don’t lose sleep – or clients – over it.
What’s in it for me?
Partner & Owner
Achieve higher profitability, operational efficiency and customer retention with a simple, low-risk, low-cost software solution.
Accountant
Gain confidence that everyone receives a world-class service, enhance your client meetings with actionable data and focus on relationships, not admin.
Tax administrator
Save hours each day on repetitive admin tasks, shift time to higher-value work and empower your colleagues with valuable insights with zero human error.
FAQs
Tax Admin is an IRD-integrated tool that brings all your client tax letters into one place, reducing tax letter administration time by 90%. It automates the collection, sending and archiving of IRD communications for clients and staff
Tax Admin Essentials automates the collection and archiving of tax letters for your accounting practice. Tax Admin Pro comes with additional features including automated actions set by the practice, XPM integration and sending letters directly to clients, staff or both
Tax Admin Essentials – $0.50 per IRD number per month
Tax Admin Pro – $0.75 per IRD number per month
Click sign up in the navigation bar and enter your details. You’ll need to validate your email and set a password before being redirected back to the App to complete onboarding
See our Help centre for more detailed support documents.