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
Hi James —
Your tax health, updated this morning.
$3,200 potential saving
Review the strategies →
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.
Your Tax Health, at a Glance
A score out of 100, the dollar saving on the table, and what changes between now and 30 June. No spreadsheets.
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 we're building a TPB-registered agent review layer to endorse them.
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. Real consultations. Honest AI.
Three things you should expect from a tax advisory platform — and three things most of them don’t actually do.
Reviewed by a TPB-registered panel
We're building a panel of TPB-registered tax agents to read, edit, and sign off our strategy catalogue for each financial year against the current ATO position. Each sign-off is retained for audit. We're rolling this out — endorsement coverage grows as reviewers come online.
See the reviewer panel1-on-1 consultations, not just chat
Need a real opinion on a real situation? Book a consultation with a TPB-registered tax agent through the platform — over 20 templates covering EOFY planning, CGT events, SMSF compliance, trust distributions, business sale, audit response and more.
Browse the marketplaceAI assistant that cites its sources
Every AI Assistant answer cites the ATO page or strategy it came from. The 7-layer guardrails refuse to give personalised tax advice — escalating to your tax agent when the conversation moves past general information.
Read the AI disclaimerBuilt for trust
Security and compliance are foundational, not afterthoughts.
ATO-Compliant Strategies
Every strategy cites official ATO rulings and tax legislation sources.
7-Layer AI Safety
Multi-layered validation ensures AI outputs are accurate and audit-ready.
A registered-agent review layer
We're building a panel of Australian registered tax agents to review and endorse strategies — so what you see is sense-checked, not purely-AI. We're enrolling our first reviewers now.
Bank-Grade Security
AES-256 encryption, row-level security, and Australian-hosted infrastructure.
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
AI requests pass through a single gateway inside our systems, not straight to the AI provider. It's built to detect identifiers like TFN-formatted values and ABNs and swap them for placeholders before a request leaves our boundary — and put the real values back on the way in. We're rolling this out across every AI feature.
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, no field asks for one, and none is stored. If a TFN-formatted value turns up in content you paste, the gateway is built to strip it before it reaches an AI provider.
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
Where the de-identification layer is on, we record — for each AI request — 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.