Every module, plainly explained
No vague promises - here's exactly what each part of TaxFlow does.
Research & Advisory
Ask a question in plain English. The answer is built only from real ATO rulings, determinations and legislation - never from guesswork - with every claim linked to its source.
- Streams in as it's written, so you're not staring at a spinner
- Numbered references you can click straight through to the source document
- Escalates to a stronger model automatically on harder questions
Answer verification
Every answer is checked after it's written. A second pass compares each claim against the source material and flags anything that isn't fully backed up.
- Flagged claims are underlined right where they appear in the answer - click to see why
- Specific issues are listed, not just a vague warning
- Runs automatically - nothing to switch on
Team & permissions
Bring your whole team in, not just one shared login. Owner, Reviewer, and Staff roles with a built-in approval gate - Staff can draft, but only an Owner or Reviewer can approve and finalise it as firm work product.
- Unlimited staff seats on every plan
- @mention a teammate on any answer or document and they get a real notification
- A human always signs off before anything leaves the firm
Client & engagement tracking
Every question is attributed to a specific client and a specific engagement, so a client with a return, an ATO audit, and a structuring question in progress at the same time never gets their history mixed up.
- One client can run multiple concurrent engagements as separate threads
- Search across every client, conversation, and document from one Cmd+K box
- Nothing gets filed against the wrong matter
ATO Correspondence
Upload an ATO letter as a PDF. We work out what type it is - BAS discrepancy, audit notice, penalty notice, and more - and draft a response.
- Covers 15 common ATO letter types
- Comes with an evidence checklist and a recommended timeline
- Drafts a formal reply you can review and send
Document generation
Turn a research answer or ATO response into a properly formatted document, ready to download and send.
- Exports to Word (.docx)
- Consistent formatting across your firm
- Kept in your document library
Firm knowledge
Upload your own precedents, templates, or internal guidance. Research answers blend these in alongside the public knowledge base - never shared with other firms.
- Supports PDF, Word, and plain text
- Weighted higher than public sources for your own questions
- Fully isolated per firm