For tax & BAS agents
AI tax advisory software for Australian tax agents
Advisory Stack is AI-assisted advisory software for registered tax and BAS agents. It turns client numbers into branded tax health checks, strategy plans and consultation reports — grounded in ATO sources and sitting alongside your lodgement workflow. You stay the adviser of record, and you verify every output before it reaches a client.
AI-assisted tax health checks
Turn a client's numbers into a structured read of their position and the opportunities — in minutes, grounded in ATO sources.
Branded, client-ready advisory
Strategy plans and consultation reports carry your firm's brand, not ours. White-label across the platform on eligible plans.
Built for your obligations
Outputs are labelled general information, and a verify-before-you-advise acknowledgement is logged — an evidence trail if the TPB or your PI insurer ever asks.
Alongside your workflow
Advisory Stack complements your lodgement software rather than replacing it. You stay the adviser of record on every output.
30+ automated agents behind the scenes
The platform is built on 30+ specialist agents — keeping the strategy catalogue current against ATO sources, validating references, checking thresholds and credentials, and watching for change — so the advice you rely on stays grounded and up to date.
Common questions
- What is AI tax advisory software?
- It is software that helps registered tax agents do advisory work faster — modelling a client's position, surfacing relevant strategies grounded in ATO sources, and drafting client-ready explanations. The practitioner reviews and verifies every output and remains responsible for the advice.
- Is Advisory Stack a registered tax agent service?
- No. It is a technology platform used by registered tax and BAS agents. You keep full control of the client relationship and all tax advice, and you remain the adviser of record. The platform provides the tools, strategies and AI assistance.
- Can Australian tax agents use AI without breaching TPB obligations?
- Yes — the TPB Code of Professional Conduct applies regardless of the tools you use. Using AI does not reduce your responsibility, so you must verify every output before relying on it. Advisory Stack is built around this: AI-assisted output is labelled general information, and a verify-before-you-advise acknowledgement is logged as an evidence trail.
- Does it replace my lodgement software?
- No — it sits alongside it. Advisory Stack focuses on the advisory conversation (health checks, strategy plans, consultation reports) rather than lodgement, so it complements the compliance tools you already use.
Built for Australian registered agents
Advisory Stack is in invite-only pilot for Australian TPB-registered tax and BAS agents. Apply to join the beta — free during the pilot.
Apply to join the pilot