Australia

Accounting and tax practice (Australia)

Early access for Australian accounting and tax practices who keep client files of notices, returns, trust, company and SMSF records; join the waitlist.

The problem

Where the time goes

  • Client files hold notices, returns, deeds and statements in mixed formats
  • Deadlines in letters are easy to miss in a large inbox
  • Trust, company and SMSF records are hard to find when needed
  • Old paper files are scanned without any structure

What is in the early-access pack

The accounting and tax pack is available to early-access customers. Document types cover letters and notices from the tax authority, returns, income statements and notices of assessment kept in the client file, BAS and GST working papers and lodgement receipts, trust deeds and resolutions with beneficiary lists and trust accounts, share registers, constitutions and ASIC extracts, self-managed super fund evidence (bank statements, contracts and valuations, trustee minutes, trust deeds and member statements), engagement letters and authorities to act, and supporting bank, loan, income and valuation statements. Supporting invoices are kept as evidence only.

Starter schemas extract fields such as client file reference, client, entity type, notice type and reference, tax year, letter date, response deadline, payment due date, amounts due, taxable income, GST totals, trustees, beneficiaries, shareholders, directors, SMSF evidence kind, audit year and valuation amounts. A response deadline is read from the letter as printed and is never calculated. The extraction instructions ask for only the last three digits of the tax file number; Droqify does not currently mask these numbers. Cross-document indexes cover client file reference, client, entity, tax year, notice type and reference, deadlines, document kind and SMSF evidence kind. Smart folders group files into information requests, penalty and shortfall notices, audit notices, trust, company and SMSF client files, trust deeds, SMSF valuations and trustee minutes.

What is still being confirmed

Early-access packs are built from public form and agency guidance; some details are still being checked and may change. They have not been validated on production customer documents, and forms and fields will be confirmed with early-access customers. Reviewers compare documents using the extracted data and search; the pack does not check a file for completeness or compare documents automatically. Where your forms are not covered, your team can define additional schemas.

Where people stay in the loop

Each extracted field has a model-reported confidence score (not calibrated). When you turn on Human in the Loop for an upload, processing pauses at the steps you choose so a person can check the source document and correct the data before it continues. Documents that match no schema are flagged. The pack does not prepare or lodge returns, work out deadlines or give tax advice; your team reads each letter. Key actions are written to an audit log.

Join the waitlist

Australia is in early access: not yet validated on Australian documents with customers. If you want to try the pack on your own documents, join the waitlist and tell us about your document mix and volumes. We will follow up directly.

Documents

Documents we handle

  • Tax authority notices and letters
  • Returns and notices of assessment
  • BAS and GST working papers
  • Trust deeds and resolutions
  • Share registers and company extracts
  • SMSF audit evidence
  • Engagement letters and authorities
  • Supporting financial statements
Industry packs

Packs available

Each pack ships document types, extraction schemas, smart folders and sample questions.

Accounting and tax practice (Australia)

Australia. Tax authority notices, Returns and notices of assessment, BAS and GST working papers, Trust files, Company register documents…

FAQ

Questions we hear

Is there an Australian accounting pack?
Yes, in early access. It ships document types, starter schemas, cross-document indexes, sample questions and smart folders for client files. It has not been validated on production customer documents.
Does it calculate deadlines, prepare returns or audit an SMSF?
No. A deadline is read from the letter as printed. Preparing and lodging returns, audit work and tax advice stay with your practice.
Are invoices processed as invoices?
No. Supporting invoices in a client file are kept as evidence, not processed for payment.
What does early access mean?
We are opening Australia gradually. Join the waitlist and we will contact you about fit, scope and timing. Features and availability may change. Early access: not yet validated on Australian documents with customers.
Where does AI processing run?
Data location can be agreed in an Order Form on Private and Enterprise plans; where AI processing runs is disclosed before you sign. Document text is processed by an AI service.