For accounting practices
Your practice, turbocharged
TaxMate handles the routine 80% — categorisation, calculations, citations — so your team focuses on advisory and complex matters.
Batch CSV ingestion
Process entire client books via bulk CSV upload. Auto-detect bank format (BNZ, ASB, ANZ, Westpac, Kiwibank), parse transactions, and categorise across multiple entity types in a single workflow.
Multi-entity management
IR3, IR4, IR6, IR7 across unlimited clients from one dashboard. Shareholder salary optimisation, trust distribution modelling, and partnership allocation calculations with full ITA 2007 citations.
Audit-grade documentation
Every output includes statutory section references, calculation methodology, and source data linkage. PDF exports formatted for IRD review or Big 4 working paper standards.
Scenario comparison engine
Model salary vs dividend splits, trust distribution strategies, and entity structure changes. Penny & Hooper compliant analysis with marginal tax rate optimisation across related entities.
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