Getting started
Create your firm workspace, invite your team and add your first client — the first thirty minutes in TaxOS.
Guides
Learn TaxOS Module by Module
Client onboarding
Capture client details and KYC, select the services you will deliver and let TaxOS derive the documents to request.
Document management
Request, collect, review, approve or return documents, organized by client and financial year.
Workflow guide
Start a workflow from a service template, work the ordered steps and hand actions to the client when needed.
Compliance guide
Read the compliance view: what is upcoming, what is at risk and what is already overdue.
Billing & payments
Turn engaged services into invoices, apply GST-aware amounts and record payments received.
Client portal
Invite a client, see what they can and cannot access, and track the requests they complete.
TaxOS Assistant
Use the in-product assistant to understand a screen, resolve a problem or send feedback to the team.
Each guide is available inside TaxOS through the assistant, in the context of the screen you are using.
FAQ
Common Questions
How do I start using TaxOS?
Start the 7-day free trial, create your firm workspace and add your first client. No installation is required.
Where do the guides live?
Inside the product. The TaxOS Assistant is available on every screen and explains the screen you are on, which keeps guidance current with the product.
Can clients upload documents themselves?
Yes. You invite a client to the client portal and they upload documents and complete requested actions against their own record only.
Does TaxOS file returns with government portals?
No. TaxOS is practice-management software. It tracks obligations, documents and work — it does not submit filings to any government portal and it does not store portal credentials.
Can my whole team use one workspace?
Yes. Invite teammates by email and assign Owner, Manager or Staff roles that scope what each person can see and do.
Still deciding? See what the beta plan includes.