For tax & BAS agents · Free during the pilot · No credit card

Free AI tax tools for Australian accountants

Advisory Stack is AI-assisted advisory software for registered tax and BAS agents — and it's free to start: no subscription and no credit card during the pilot. 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.

Apply to join the pilotRead the guides

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 — your logo, your letterhead, your name on the advice. Available 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

Is Advisory Stack really free for tax agents?
Yes. The pilot is free with no subscription and no credit card — your first 25 AI consultations and up to 50 clients are included at no cost. After launch there's a genuine free plan (3 clients, 5 AI Assistant queries per month, 2 consultations, no card), and paid plans add capacity as your practice grows.
Is this a free trial or a free plan?
Both. The pilot is free right now — not a countdown trial. After launch a free tier stays available with no credit card, so you can keep using the core tools without paying. That's different from the fixed-length free trials some AI tax tools offer.
Do I need a credit card to start?
No. You can apply for the pilot and use the platform with no credit card and no subscription.
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

Building your own practice and want to go further than using the software? We're looking for a small number of working partners to help shape where this goes. Partner with us.