A clear practice-wide view
See active work, approaching deadlines, review queues, and the next action across every client group.
For Australian tax practices and their clients
Tax work that keeps your practice and clients in step.
Give tax agents one clear view of returns, review, deadlines, and client requests. Give clients a simple way to send documents, follow progress, and sign.
Practice accounts are created by registered tax agents. Clients join through a private invitation from their accountant. Current editable return coverage is FY2025.
Demo data
Return preparation
Client requests
Review and approval
Digital signatures
Deadline visibility
Demo data
For tax agents
See the whole job, not another disconnected checklist.
From the first request to partner approval, every action stays connected to the client, entity, and return it belongs to.
Returns and supporting work together
Keep preparation, workpapers, notes, documents, decisions, and history connected to the same return.
Review without the handover scramble
Give preparers and reviewers a shared view of completion, open questions, and approval status.
Client follow-up you can see
Track document requests, messages, signatures, and reminders without searching across separate inboxes.
For clients
A private path from ‘what do you need?’ to ‘what happens next?’
Your accountant remains your point of contact. Cassandra Tax gives you one simple place to complete the actions they share with you.
Know what your accountant needs
See requests and outstanding actions in one place instead of piecing them together from email threads.
Send documents with confidence
Upload requested files through the private portal connected to your accountant's practice.
Follow progress without chasing
See the status of your tax work and the next step your accountant has shared with you.
Review, sign, and ask questions
Respond to your accountant, review documents, and complete signature requests from the same portal.
A typical client journey
Your tax checklist, in one place
- 01
Open your private invitation
Go straight to the client and entity your accountant shared.
- 02
Answer questions and upload files
Work through the requests that are relevant to your tax work.
- 03
See progress and new requests
Know when the practice is waiting on you and when work has moved forward.
- 04
Review and sign when ready
Complete the final client action without starting a new email chain.
Clients enter through the private invitation sent by their accountant. There is no separate public client signup.
Inside the workspace
A calm interface for complicated work.
The return itself and the practice work around it stay connected, so the next action remains visible without adding another disconnected system.
Return preparation
Work through each return with the next gap in view.
Section-by-section preparation, completion status, warnings, notes, review, and history stay close to the work instead of living in separate files.
- Clear section progress
- Visible errors and warnings
- Review and history beside the return
Practice administration
Keep practice progress visible beside the work.
Track responsibilities, work in progress, invoices, and client status without losing the connection to the return and client relationship.
- Work and responsibility at a glance
- Outstanding client and team actions
- Client-linked practice records
How it works
One continuous job from client request to completion.
The practice sees the whole workflow. Clients see only the requests, documents, messages, and approvals that are relevant to them.
- 01
Invite and request
The practice invites the client and sends a clear list of information or documents needed.
- 02
Collect and organise
Client responses, source documents, accounting data, and return details stay connected.
- 03
Prepare and review
The team prepares the return, works through open items, and completes the review process.
- 04
Approve and sign
Clients receive the right documents at the right time and the practice can see what is still waiting.
- 05
Complete and retain
Final status, supporting records, and the history of the job remain together for future reference.
Australian tax work
FY2025 workflows for the returns your practice prepares.
The current release provides FY2025 editors for the listed return types and supporting work. Confirm the exact product coverage your practice needs during onboarding.
Individual tax returnsCompany tax returnsTrust tax returnsPartnership tax returnsSMSF annual returnsBusiness activity statementsInstalment activity statementsFringe benefits taxTaxable payments reportsSelected schedules and workpapers
Connected data
Meet clients where their records already are.
Bring accounting information into a consistent preparation and review process, then keep client communication and signing connected to the job.
Xero
Bring eligible accounting data into the tax preparation workflow.
MYOB AccountRight
Prepare client ledger data for migration and tax work.
QuickBooks Online
Bring accounting information into a consistent review process.
Excel and CSV
Map spreadsheet data when a direct accounting connection is not the right fit.
Digital signing
Send documents for signature and keep their status with the return.
Email and portal messages
Keep invitations and requests moving with email notices and private portal messages.
Security and privacy
Client trust should be part of the workflow.
Protecting client information needs clear access, stronger sign-in, and a record of important activity. Practices can also review the privacy approach and current safeguards.
Stronger sign-in
Additional sign-in verification helps protect access to practice and client information.
Access that matches the role
Team members and clients see the information and actions intended for them.
Sensitive information protected
Private tax and identity information is handled with safeguards designed for sensitive records.
Important activity recorded
Key changes and decisions remain visible so the practice can understand what happened and when.
Pricing
Clear starting points for practices of different sizes.
Prices shown are published prices in AUD. GST treatment, billing terms, plan availability, and activation are confirmed before payment during onboarding.
Launch
For small practices moving off spreadsheets or legacy desktop tax workflows.
$149/ month
or $1,490 billed annually
3included users
250return records
- Client, entity, return, task, and document workspace
- Return preparation and lodgement-readiness workspace
- Client requests, messages, and document collection
Practice
For firms needing review workflow, BAS command centre, WIP, and team controls.
$349/ month
or $3,490 billed annually
10included users
1,500return records
- Team roles with review and approval workflow
- WIP, recurring invoices, capacity, and deadline tracking
- Pre-lodgement review and clear submission history
Scale
For multi-partner firms that need stronger automation, integrations, and portal rollout.
$799/ month
or $7,990 billed annually
30included users
6,000return records
- Xero, MYOB, QuickBooks, and spreadsheet imports
- Practice automation, connected workflows, and client portal rollout
- Annual billing and expanded practice capacity
The limits and inclusions shown here are current at publication. Confirm the right plan, billing cadence, and required product coverage before activation.
Frequently asked questions
Straight answers for practices and clients.
What the workspace does, who can join, and what to confirm before relying on a particular workflow.
What is Cassandra Tax?
Cassandra Tax is an Australian tax practice workspace. It brings client and entity records, return preparation, document requests, team review, signatures, deadlines, and activity history together in one place.
Who can create a practice account?
Practice accounts are intended for registered tax agents and the teams working under their supervision. Registration asks the practice to provide its Tax Agent Registration Number and confirm its eligibility.
How do clients access the portal?
Clients do not need to create a practice account. Their accountant sends a private invitation that takes them to the client portal for the relevant client and entity.
Which Australian tax work is supported?
The current release provides FY2025 preparation paths for individual, company, trust, partnership, and SMSF returns, activity statements, fringe benefits tax, taxable payments reports, and selected schedules. Confirm the exact workflow you need during onboarding.
Can Cassandra Tax submit directly to the ATO?
Production ATO submission is not enabled in the current release. Cassandra Tax can support preparation, review, approval, and lodgement-readiness work while the required product approvals and practice access are completed.
How is sensitive client information handled?
Access is restricted to authorised people, additional sign-in verification is used for practice accounts, sensitive information is protected, and important activity is recorded. The Privacy policy explains how personal information is handled.
How much does Cassandra Tax cost?
Published pricing starts at $149/month for the Launch plan. Practice and Scale plans add capacity and workflow features for larger teams. Prices shown are published prices in AUD. GST treatment, billing terms, plan availability, and activation are confirmed before payment during onboarding.
Ready for a calmer tax workflow?
Bring the practice and client experience into one clear workspace.
Tax agents can create a practice account. Clients should use the private invitation sent by their accountant.