ATO-form preparation
Structured forms, diagnostics, auto-save, review status, PDF generation, and return history for the full tax lifecycle.
Cassandra Tax
Australian tax practice and lodgement workflow software for Registered Tax Agents
Prepare returns, keep review evidence attached, and move clients from source data to lodgement readiness in one practice workspace.
Registered Tax Agent use only. Signup captures a Tax Agent Registration Number; confirm practice eligibility and lodgement authority before transmitting a return.
ATO/SBR readiness controls
Client portal
Working papers
Pre-lodgement review
Australian tax forms
Why practices choose it
Built around Australian tax work, not generic project management.
Public claims stay bounded to product capabilities and published trust evidence.
- Australian tax products
- 10+
- Company, trust, partnership, individual, SMSF, BAS, IAS, FBT, TPAR, and STP patterns in one workspace.
- Job record per return
- 1
- Source data, workpapers, signatures, invoices, and lodgement state stay attached to the same file.
- Eligibility model
- RTA
- Account creation captures a Tax Agent Registration Number and keeps lodgement-authority prerequisites visible.
- Evidence-first trust
- AU
- Security and ATO/SBR readiness claims are published with explicit boundaries in the Trust Center.
Product tour
See the whole practice, from first data to lodgement readiness.
Real screens from Cassandra Tax — the dashboard, return editor, review queue and ATO transport controls that keep a firm moving.
Return workflow
Every return and its status in one queue.
Filter by overdue, review, type or year. Live completion bars and due-date urgency mean nothing slips before the ATO deadline.
- Overdue & review quick filters
- Live completion progress
- Preparer & due-date at a glance
Return editor
Official-form-informed preparation with a live plan.
Section-by-section forms use available official structures, while the preparation plan shows the next best action, fields left, errors and warnings as you work.
- Official ATO field structure
- Next-best-action guidance
- Inline diagnostics & warnings
Pre-lodgement review
Transparent risk ranking before anything is submitted.
The deterministic pre-lodgement review command center scores returns from visible diagnostics and workflow signals, surfaces ATO blockers, and keeps human approval explicit.
- Per-return risk scoring
- Diagnostics & ATO blockers
- Human-approval gate
ATO / SBR
Lodgement readiness, kept in the open.
Track SBR interactions, transport health and EVTE diagnostic results with explicit pass, warning and blocked states — no black boxes.
- SBR interaction registry
- Readiness status
- Transparent control status
And the rest of the workspace
Client & entity groups
Billing & invoices
Practice analytics
Deadline tracking
Lodgement list
Who it serves
Built for the people who move Australian tax work to lodgement.
Prepare the return, prove the work, keep clients moving, and make the final review obvious.
Registered Tax Agents
Run client groups, entities, returns, review notes, signatures, invoices, and lodgement-readiness controls after practice eligibility checks.
Practice teams
Keep BAS, IAS, activity statements, source documents, task status, and reviewer handover evidence in a supervised queue.
Client work
Prepare company, trust, partnership, SMSF, and fringe benefits packs inside a registered tax-agent operating model.
Platform
A full tax practice workspace, not a single-purpose form filler.
Forms, ledgers, handovers, client communication, and compliance controls stay connected to the same job.
Accounting data intake
Import and normalise ledger data from cloud accounting systems, spreadsheets, documents, and practice handover files.
Working papers and statements
Keep profit and loss, balance sheet, depreciation, evidence, and reviewer decisions beside the return.
Client engagement
Portal access, messages, document requests, digital signatures, and deadline reminders stay attached to the job.
Tax-aware review hints
Surface missing evidence, unusual movements, incomplete schedules, and reviewer decisions before partner review.
Compliance operations
Role controls, MFA, audit logs, certificate settings, webhook history, and retention-ready activity records.
Main tax forms
CompanyTrustPartnershipIndividualSMSFBASIASFBTTPARSTPCGT schedulesDivision 7A
Main systems
XeroQuickBooks OnlineMYOBExcel and CSVATO prefillZoho SignStripe billingClient portal
How it works
From ledger import to a lodgement-ready return without scattered handoffs.
Connect data, classify labels, prepare the return, review with evidence, collect signatures, and manage the lodgement workflow.
- 01
Connect
Bring clients, entities, ledgers, documents, and prior-year context into one operating view.
- 02
Classify
Map accounting movements to tax labels, schedules, and diagnostics so review starts with structure.
- 03
Prepare
Build the return, supporting schedules, and calculators without re-keying the same facts.
- 04
Review
Use deterministic diagnostics, workpapers, and review-risk signals before the file reaches partner sign-off.
- 05
Sign
Send signature packs and keep approval status visible on the return record.
- 06
Lodge
Prepare for lodgement with ATO/SBR controls and an evidence trail behind the job.
Pre-lodgement review
Review support that stays attached to the return.
Pre-lodgement review is a deterministic rules engine grounded in official ATO validation rules, with visible score factors — predictable and auditable, with no black box. It is not a connected generative AI model and does not provide automated tax advice.
Deterministic rules surface missing evidence and unusual operational signals on the return.
Reviewers can inspect every score factor beside diagnostics, workpapers, and signature status.
The same inputs always produce the same result, so review decisions stay auditable.
No generative model is connected to this review queue; it does not provide automated tax advice.
Client engagement
Portal requests, signatures, and reminders stay on the return.
Document requests, signature packs, deadline reminders, and invoices remain visible to the responsible team member.
Document requestWaiting on bank statementClient
Signature packSent for approvalDirector
Deadline reminderDue in 8 daysAutomation
InvoiceReady after lodgementPractice
Integrations
Connects to the systems your clients already run.
Ledger data in from the major cloud accounting platforms or spreadsheets; signatures, billing and notifications out — each described exactly as it works in-product.
Xero
OAuth connection for organisation data and trial-balance import preparation.
MYOB AccountRight
Company-file connection with ledger import preparation for migration and tax work.
QuickBooks Online
Intuit OAuth connection for accounting data and migration import readiness.
Excel & CSV
Spreadsheet ledger import with chart-of-accounts mapping for any other system.
Zoho Sign
E-signature envelopes with webhook status tracking and signed-PDF archival.
Stripe
Subscription billing, checkout and customer portal for the practice's own plan.
ATO SBR
Standard Business Reporting transport stack with readiness controls; external approvals stay published in the Trust Center.
Email & SMS
Transactional notifications for portal invitations, reminders and verification.
Trust
Evidence-first security with published approval boundaries.
Operational controls stay visible in-product, and the Trust Center keeps external ATO approval limits clear.
Implemented controls
MFA, RBAC, encrypted sensitive fields, CSRF checks, audit trails, and PII redaction are part of the product path.
Published boundaries
The Trust Center separates local implementation evidence from ATO certification and production whitelisting.
Evaluator access
Privacy, security contacts, and source-backed readiness notes are public for practice and DSP review.
Pricing
Plans for launch firms, growing practices, and multi-partner teams.
Displayed prices are application catalogue prices. Checkout is available only when the corresponding Stripe price IDs are configured for the deployment; confirm availability during onboarding.
Launch
For small practices moving off spreadsheets or legacy desktop tax workflows.
$149/ month
- 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
- Role-based team workflow with review and approval states
- WIP, recurring invoices, capacity, and deadline tracking
- Deterministic rules-based review queue and ATO lodgement job history
Scale
For multi-partner firms that need stronger automation, integrations, and portal rollout.
$799/ month
- Migration readiness plus Xero, MYOB, QuickBooks and CSV trial-balance imports
- Webhook, automation, and SBR conformance operating controls
- Annual subscription option with billing portal management
FAQ
Questions Australian tax agents ask first.
Short, honest answers about scope, lodgement and security.
What is Cassandra Tax?
Cassandra Tax is Australian tax practice management software for Registered Tax Agents. It manages the full return lifecycle — client and entity groups, official-form-informed return preparation, evidence-based review, e-signatures and SBR lodgement workflows — in one workspace.
Which Australian tax forms does it support?
The catalogue includes workflows and entries for Individual, Company, Trust, Partnership and SMSF income tax returns, BAS/IAS activity statements, FBT, TPAR, STP and selected schedules. Runtime availability and validation coverage vary by product and tax year, so confirm the relevant workflow before relying on it.
Does Cassandra Tax lodge directly with the ATO?
It includes SBR transport, MAS-ST authentication and ATO-taxonomy handling, with an in-product readiness and EVTE diagnostic-results view. A practice should transmit only after completing its applicable ATO/DSP onboarding and configuring approved credentials; the Trust Center separates local test evidence from external approval.
Who can use it?
Cassandra Tax is for Registered Tax Agents and their practice teams. Account creation captures a Tax Agent Registration Number; each practice remains responsible for confirming its eligibility and authority before using any configured lodgement capability.
How is sensitive client data protected?
TFNs, ABNs, bank details and MFA secrets are encrypted at rest with AES-256-GCM, access is role-based and multi-tenant isolated, all activity is recorded in a 7-year audit trail, and multi-factor authentication is mandatory. The Trust Center publishes the current control and approval boundaries.
How much does Cassandra Tax cost?
The application catalogue starts at $149/month for launch firms, with Practice and Scale tiers for growing and multi-partner practices. Displayed prices are application catalogue prices. Checkout is available only when the corresponding Stripe price IDs are configured for the deployment; confirm availability during onboarding.
Next step
Start your Cassandra Tax rollout
Create an account if you are a Registered Tax Agent. Confirm your practice's eligibility and authorised credentials before using any configured lodgement capability.