AI tax advisory,built for your practice.Now inviting our first agents.
Branded tax health checks, advisory plans and consultation reporting that sit alongside your lodgement workflow. We're inviting a small group of TPB-registered tax and BAS agents to the pilot.
We verify your TPB number before activating your account · 1–2 business days
Prepared for a client of your practice
Drafted in minutes, reviewed by you before it goes out.
AdvisoryStack is in limited pilot
We are inviting a small group of TPB-registered tax agents, BAS agents and consultants to pilot the platform. Apply for early access below. The pilot is provided as-is and may contain errors — participants use it at their own risk.
Click through the actual product
No screenshot gallery, no video modal — just the real surfaces, responsive to the tab you click.
Every Client's Tax Position, at a Glance
A score out of 100, the advisory opportunity on the table, and what changes between now and 30 June — for each client on your list, without a spreadsheet rebuild.
Everything you need to take control of your tax
From automated strategy matching to an AI assistant that knows the ATO ruleset — all grounded in ATO sources, with a registered-agent review layer on the way.
Curated Australian tax strategy library
Match yourself to eligible strategies — work-from-home deductions, investment property planning, salary sacrifice optimisation, CGT concessions and more. Each is grounded in ATO sources, and TPB-registered agents review and endorse them as panel coverage grows.
Tax Health Score
A score out of 100 that rates your tax position. Track it over time and see what's worth fixing before EOFY.
Real-Time Alerts
Automated alerts monitor ATO changes, threshold breaches, deadline reminders, and strategy updates so you don't miss anything that affects you.
Grants Hub
Match yourself to government grants across federal, state, and local programs with eligibility scoring and application tracking.
PDF Document Parsing
Upload payslips, PAYG statements, or investment reports. Our engine extracts the numbers with confidence scoring and auto-populates your analysis.
Multi-Year Analysis
Compare your tax position across multiple financial years. Track trends and forecast future tax with payslip-based projections.
AI Tax Assistant
An AI assistant grounded in Australian tax law. Answers your questions instantly with ATO source citations. Built-in safety guardrails reduce the risk of hallucination.
Autonomous background agents
Background agents monitor ATO sources, validate URLs, discover new strategies, audit compliance, check credentials, and embed knowledge — keeping the platform fresh.
Reviewed strategies. Your consultations. Honest AI.
Three things your clients get from your firm — under your brand, with the relationship staying yours.
A registered-agent review layer
TPB-registered tax agents read, edit and sign off our strategy catalogue for each financial year against the current ATO position, and each sign-off is retained for audit. The panel is being enrolled now, so endorsement coverage is partial and every strategy shows whether it has been endorsed yet.
See the reviewer panelStructured consultations you run
Over 20 consultation templates — EOFY planning, CGT events, SMSF compliance, trust distributions, business sale, audit response — that your firm runs with your own clients. Intake, modelling and the written output stay under your brand, and the client relationship stays yours.
See how firms use itAI assistant that cites its sources
Every AI Assistant answer cites the ATO page or strategy it came from. The guardrail layers are built to hold the assistant to general information and escalate to a registered agent when a conversation moves past it.
Read the AI disclaimerBuilt for trust
Security and compliance are foundational, not afterthoughts.
Cited to source
Every strategy carries the ATO ruling, guidance page or legislation it relies on, linked inline.
Layered AI safety checks
Multiple validation layers reduce the risk of hallucination and flag output for human review.
A registered-agent review layer
Australian registered tax agents review and endorse the strategy catalogue. Enrolment is under way, so coverage is shown per strategy.
Encrypted, Australian-hosted
AES-256 at rest, TLS in transit, row-level security, hosted in Sydney.
How we protect your data
Tax data is sensitive. Here’s plainly what we do with it — and what we deliberately don’t.
An audited gateway between your data and the AI
Every AI request passes through a single gateway inside our systems — enforced in the build, so no feature can call a provider directly. Identifiers like TFN-formatted values, ABNs and Medicare numbers are checksum-validated and swapped for placeholders before a request leaves our boundary, then restored on the way back. Names and addresses in free text are matched by pattern today, which we're upgrading to full entity recognition.
We don't collect Tax File Numbers
We provide tax advisory and modelling — we don't lodge with the ATO — so a TFN is never required and no field asks for one. If a TFN appears in a document you upload, it's check-digit validated and masked out of the extracted text before anything is saved — the number is never written to your records. The one exception is a document we block for belonging to a different client: there we keep the last four digits on the rejection record so the block can be audited.
Australian-hosted, encrypted, isolated
Your data is hosted on Australian infrastructure (Sydney). It's encrypted in transit (TLS 1.3) and at rest (AES-256), and row-level security keeps every firm's and every individual's data isolated from everyone else's.
A transparency log you can hold us to
For each AI request we record which categories of identifiers were replaced (never the values themselves) and that the placeholders were restored correctly, so the handling of personal information can be reviewed.