For tax & BAS agents building a practice
Partner with us
We're looking for a small number of working partners — registered agents who want to build a modern advisory practice and help shape the platform that runs it.
Why we're doing this
Most established practices don't need to change. The compliance work comes back every year, the cashflow is predictable, and there's no particular reason to rethink any of it. We understand that.
The people who get the most out of what we've built are the ones starting something — where advisory work isn't a side offering but the point of the practice, and where the tooling is a real advantage rather than another subscription.
So we'd rather build alongside a handful of those people than sell to a hundred who won't use it.
Who we're looking for
You're building, not maintaining
You've recently started your own practice, you're about to, or you have a book you're actively trying to grow. The upside of something new is worth more to you than the comfort of the way things are.
You bring clients or a way to reach them
A niche, a network, a referral base, a following — something that turns into real advisory work. Not necessarily a big book today, but a credible path to one.
You want to shape the product
You'll tell us what's wrong with it, what's missing, and what your clients actually ask for. Partners who engage on this end up with a platform that fits how they work.
You're registered, or on your way
A TPB-registered tax or BAS agent, or someone working towards it. You exercise your own professional judgement on everything that goes to a client — that doesn't change.
If you'd simply like to use the platform in your practice, that's a different (and very welcome) conversation — book a session or apply for pilot access.
About the commercial terms
We haven't fixed them, and that's deliberate. Revenue share or a small equity allocation are both on the table — which one, and on what basis, depends on what a partner actually brings and how far they want to take it.
What we won't do is a passive arrangement. If the shape of the deal is the first and main thing you want to talk about, we're probably not the right fit for each other.
We'll talk about all of this properly on a call, before anything is agreed.
Tell us about you
This takes a few minutes — the last few questions matter more than the rest, and they're the ones we read first.
Advisory Stack provides software for registered practitioners. A partner exercises their own professional judgement on every piece of advice that reaches a client, and remains responsible for the tax agent services they provide. Nothing here is an offer of a partnership, and nothing is agreed until it's agreed in writing. See our terms and privacy policy.