Accountants
Run client groups, entities, returns, review notes, signatures, invoices, and lodgement readiness from one workspace.
Tax lodgement, practice workflow, and client engagement in one operating system
Cassandra Tax
A detailed Australian tax software platform for accountants, bookkeepers, and businesses that need fast return preparation, review discipline, evidence capture, and secure client collaboration.
- Supported tax products
- 10+
- Built for Australian workflows
- AU
- Core practice modules
- 20+
Cassandra Tax workspace
Active return
Company 2026 review
Northshore Advisory Pty Ltd
Diagnostics
3 open
Prefill
Synced
Signature
Sent
Income reconciliationComplete100%
Capital allowancesReviewing82%
Director loansNeeds evidence64%
ATO validationQueuedReady
AI review queue
Missing loan agreement evidence and unusual motor vehicle movement detected.
WIP impact
$7.8k
ready to invoice
ATO/SBR readiness controls
Client portal
Working papers
AI review
Australian tax forms
Product proof
Built around Australian tax work, not generic project management.
Cassandra Tax keeps tax preparation, accountant review, client engagement, and evidence discipline in one place. Public claims stay bounded to what the product and verification evidence can support.
- ATO-era coverage model
- 2011+
- Static build pages
- 75/75
- Homepage email links
- 0
- Mobile smoke
- 390px
Structured to support long-running Australian return history, schedules, and prior-year context.
The latest production build completed page-data collection and static generation locally.
The public landing page keeps signup and trust actions as the primary conversion path.
The landing page was checked on a narrow mobile viewport with no horizontal scroll.
Who it serves
Built for the people who move Australian tax work from source data to lodgement.
Cassandra Tax keeps the operating model practical: prepare the return, prove the work, keep clients moving, and make the final review obvious.
Bookkeepers
Keep BAS, IAS, activity statements, source documents, task status, and accountant handover evidence in a clean queue.
Business teams
Prepare company, trust, partnership, SMSF, fringe benefits, and reporting packs with visible checkpoints.
Platform
A full tax practice workspace, not a single-purpose form filler.
The public site mirrors the depth of the product: forms, ledgers, documents, workflow, client communication, billing, and compliance controls stay connected.
ATO-form preparation
Structured forms, diagnostics, auto-save, review status, PDF generation, and return history for the full tax lifecycle.
Accounting data intake
Import and normalise accounting data from cloud ledgers, spreadsheets, documents, and practice handover files.
Financial statements
Build profit and loss, balance sheet, cash flow, depreciation, and supporting schedules beside the return.
Working papers
Attach evidence, comments, calculations, and reviewer decisions without losing the audit trail behind each label.
Client engagement
Use portal access, messages, document requests, digital signatures, and deadline reminders to keep clients moving.
Compliance operations
Role controls, MFA, audit logs, certificate settings, webhook history, and retention-ready activity records.
How Cassandra Tax helps
Automation where it matters, accountability where it counts.
A complete landing page has to show more than modules. This section makes the operating benefits visible for preparers, reviewers, practice managers, and client-facing staff.
Streamlined preparation
Use a single job record for source data, tax labels, workpapers, signatures, invoices, review notes, and lodgement state.
Tax-aware review hints
Surface missing evidence, unusual movements, incomplete schedules, and reviewer decisions before the job reaches partner review.
Secure operating model
Keep MFA, permissions, audit events, retention context, and SBR readiness controls visible to the people accountable for the file.
Broad form coverage
Work across company, trust, partnership, individual, SMSF, BAS, IAS, FBT, TPAR, STP, CGT, rental, and Div 7A patterns.
Integrated client work
Tie portal requests, document intake, reminders, digital signatures, and client-facing status to the return rather than a side spreadsheet.
Practice visibility
Monitor WIP, deadlines, capacity, recurring billing, message queues, and team ownership so work does not disappear between tools.
Forms and systems
Covers the tax products and accounting sources Australian firms expect.
Cassandra Tax is organised around real return products and the source systems practices already use.
Main tax forms
CompanyTrustPartnershipIndividualSMSFBASIASFBTTPARSTPCGT schedulesDivision 7A
Main systems
XeroQuickBooks OnlineMYOBExcel and CSVATO prefillZoho SignStripe billingClient portal
Data flow
From ledger data to tax labels without re-keying the same facts.
Connect accounting sources, normalise account movements, build financial summaries, and keep calculations beside the return. The goal is a reviewable trail from source data to final label rather than another disconnected export.
01
Import
02
Map
03
Calculate
04
Review
Calculators and supporting records
Practical tools that keep numbers and evidence attached to the job.
Depreciation schedules
Borrowing cost tracking
Interest and finance summaries
CGT event schedules
Rental-property workpapers
Division 7A review support
ATO prefill readiness
Document storage
How it works
Tax lodgement without the scattered handoffs.
The workflow follows the path of a real job: connect data, classify it, prepare the return, review the work, sign the pack, and lodge with evidence.
01
Connect
Bring clients, entities, ledgers, documents, and prior-year context into a single operating view.
02
Classify
Map accounting movements to tax labels, schedules, and diagnostics so review starts with structure.
03
Prepare
Complete return labels, schedules, workpapers, financial statements, estimates, and validation checks.
04
Review
Assign preparer and reviewer work, capture notes, resolve diagnostics, and lock down readiness state.
05
Sign
Send signature packs, store completion evidence, and keep client-facing status visible to the team.
06
Lodge
Track lodgement jobs, notices, deadlines, payment reminders, and post-lodgement activity.
AI copilot
Review support that stays attached to the return.
AI belongs next to the work, not in a separate chat silo. Cassandra Tax uses AI review patterns to surface missing evidence, unusual movements, and operational signals.
Return diagnostics with issue severity and reviewer notes
AI-assisted review queues for missing evidence and unusual movements
Document extraction support for PDFs, workpapers, and source files
Deadline, capacity, and WIP signals for practice managers
Client engagement
Client portal, signatures, documents, messages, and reminders.
Firms lose time when every document request and signature pack lives in a different system. Cassandra Tax keeps client-facing work attached to the return and the responsible team member.
Document requestWaiting on bank statementClient
Signature packSent for approvalDirector
Deadline reminderDue in 8 daysAutomation
InvoiceReady after lodgementPractice
Trust
Evidence-first security and compliance positioning.
The product keeps operational controls visible and the public Trust Center keeps external approval boundaries clear for evaluators.
Australian tax data posture
Public trust material separates implemented controls from ATO-controlled approval and whitelisting boundaries.
Identity and access
MFA, session controls, role-based permissions, staff settings, and protected app routes guard the workspace.
Audit and evidence
Audit log, SBR settings, certificate records, webhook events, and operational evidence stay visible.
Resources
Support the rollout with guides, workshops, and feedback loops.
The source site gives visitors multiple education paths. Cassandra Tax mirrors that pattern with original resource categories that fit practice onboarding and tax workflow adoption.
Knowledge base
Publish operator guides for setup, client portal rollout, return workflow, billing, and SBR readiness.
Product articles
Explain release changes, tax workflow improvements, integration status, and migration decisions in plain English.
Workshops
Run accountant and bookkeeper enablement sessions for job setup, review discipline, and client-facing rollout.
Feedback sessions
Capture practitioner feedback, workflow gaps, and migration blockers before they become support debt.
Pricing
Plans sized for launch firms, growing practices, and multi-partner teams.
The landing page exposes the same plan definitions used by the billing configuration so pricing stays aligned with the product.
Launch
For small practices moving off spreadsheets or legacy desktop tax workflows.
$149 / month
$1,490 annually, 3 users, 250 returns included.
- Client, entity, return, task, and document workspace
- ATO SBR readiness dashboard and certificate settings
- Client portal messaging foundation
Practice
For firms needing review workflow, BAS command centre, WIP, and team controls.
$349 / month
$3,490 annually, 10 users, 1,500 returns included.
- Role-based team workflow with review and approval states
- WIP, recurring invoices, capacity, and deadline tracking
- AI review queue and ATO lodgement job history
Scale
For multi-partner firms that need stronger automation, integrations, and portal rollout.
$799 / month
$7,990 annually, 30 users, 6,000 returns included.
- Migration plan for Xero, MYOB, CCH, HandiSoft, TaxDome, or Cassandra Tax
- Webhook, automation, and SBR conformance operating controls
- Annual subscription option with billing portal management
What teams notice
Less manual regurgitation, more review confidence.
The goal is not just faster forms. It is a tighter practice workflow where status, evidence, and responsibility are visible.
“Cassandra Tax gives our reviewers one place to see the return, diagnostics, workpapers, client messages, and signature status.”
“The strongest part is the workflow visibility. Staff can see what is waiting on a client, what needs review, and what is ready to lodge.”
Next step
Ready to build your Cassandra Tax rollout?
Start with the public account flow or contact the operator directly for onboarding, migration, and practice setup.