ATO-form preparation
Structured forms, diagnostics, auto-save, review status, PDF generation, and return history for the full tax lifecycle.
Cassandra Tax
Australian tax lodgement software for Registered Tax Agents
Prepare returns, keep review evidence attached, and move clients from source data to lodgement in one practice workspace.
Registered Tax Agent use only. Signup captures a Tax Agent Registration Number for TPB verification before production lodgement access.
ATO/SBR readiness controls
Client portal
Working papers
AI 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+
- Job record per return
- 1
- Eligibility model
- RTA
- Evidence-first trust
- AU
Company, trust, partnership, individual, SMSF, BAS, IAS, FBT, TPAR, and STP patterns in one workspace.
Source data, workpapers, signatures, invoices, and lodgement state stay attached to the same file.
Account creation captures a Tax Agent Registration Number for TPB verification before production lodgement.
Security and ATO/SBR readiness claims are published with explicit boundaries in the Trust Center.
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 after TPB registration 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 lodgement without scattered handoffs.
Connect data, classify labels, prepare the return, review with evidence, collect signatures, and lodge.
- 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 diagnostics, workpapers, and AI review signals before the file reaches partner sign-off.
- 05
Sign
Send signature packs and keep approval status visible on the return record.
- 06
Lodge
Move to lodgement readiness with ATO/SBR controls and an evidence trail behind the job.
AI copilot
Review support that stays attached to the return.
AI surfaces missing evidence, unusual movements, and operational signals beside the file — not in a disconnected chat silo.
Missing evidence and unusual movements stay attached to the return, not a separate chat history.
Reviewers can see operational signals beside diagnostics, workpapers, and signature status.
AI support is framed as assistance for Registered Tax Agent judgement, not 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
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.
Pricing uses the same plan definitions as the product billing configuration.
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
- AI review queue and ATO lodgement job history
Scale
For multi-partner firms that need stronger automation, integrations, and portal rollout.
$799/ month
- 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
Next step
Start your Cassandra Tax rollout
Create an account if you are a Registered Tax Agent. Your Tax Agent Registration Number is verified with the Tax Practitioners Board before production lodgement access is enabled.