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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.


hours

Number of IRD numbers

How many IRD numbers do you have?

Savings

  • – Staff cost of reduced by to
  • – Time of hours reduced by to

From our data, each IRD number averages 13 letters per year. These take five minutes each to process manually on average at a rate of $50 per hour.

The cost of human error

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.