For accounting practices
Your practice, turbocharged
TaxMate handles the routine 80% - categorisation, calculations, citations - so your team focuses on advisory and complex matters.
PDF statement processing
Upload client PDF bank statements directly. 68+ NZ merchant patterns for auto-categorisation. Kiwibank fully supported; additional banks coming soon.
Multi-entity management
IR3, IR4, IR6, IR7 across unlimited clients from one dashboard. Shareholder current account tracking, loss carry-forward threading, and per-year form population with full ITA 2007 citations.
Audit-grade documentation
Every output includes statutory section references, calculation methodology, and source data linkage. PDF workpapers structured for Big 4 review standards.
Classification review
Human-in-the-loop review of flagged transactions. Override categories with full audit trail. Recompute instantly after decisions are made.
Zero training required
Unlike traditional accounting software that requires hours of onboarding, TaxMate's guided workflow means your team is productive from day one. Drop data in, review categorised output, export.
Time to first return
Training required
Unlimited clients