Australia’s first automated tax and personal finance software

Tax affects how much you can spend, save and invest. So why is it still managed separately from the rest of your finances?

TaxTank is Australia’s first tax and personal finance software that brings everything together, connecting your income, expenses, budgets, financial goals, properties, business and investments with an Australian individual tax engine that automatically calculates your tax.

See your live tax position, overall budget and financial health throughout the year.

No disconnected spreadsheets or apps. No waiting until tax time to discover where you really stand.

Tax and personal finance software dashboard showing income, expenses and estimated tax position

Tax and personal finance management made simple

Tax affects almost every part of your financial life, yet most software treats tax and personal finance separately. It records what happened without showing what it means for your tax or overall financial position.

TaxTank brings them together.

Whether you earn income in Australia or overseas, own investment properties, run a sole trader business, invest in shares or cryptocurrency, or simply want greater control over your money, TaxTank gives you one place to manage it all.

Live bank feeds keep your records current while TaxTank automatically applies Australian tax rules in the background so you can monitor your calculated tax position, organise deductions, track financial performance and prepare for tax time throughout the year.

AI-powered chat and onboarding help you get started and use the platform, while structured tax logic handles the calculations. 

You can also invite your accountant, property co-owner, broker or financial adviser to collaborate using the same current information.

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Property accountant dashboard view of full portfolio with TaxTank

Built for every part of your financial life

Everyone’s financial situation is different. You might be managing work-related deductions, building a property portfolio, running a sole trader business, investing in shares or crypto, or working towards personal financial wealth goals.

TaxTank lets you choose the tools that match the way you earn, invest and manage your money, with the flexibility to add more as your financial life evolves. 

Manage Australian and foreign property income, expenses, depreciation, CGT, equity and your whole property performance.

Track Australian and foreign sole trader income, expenses and business assets while calculating your live tax position.

Organise Australian and foreign income, work-related expenses and depreciation while calculating your live tax position.

Monitor Australian and foreign shares, crypto, investments and all asset types and calculate capital gains tax when you sell.

Manage budgets, cash flow, monitor bills and payments and and and track financial goals alongside the rest of your finances.

Collaborate with clients using accurate, organised and current financial information to provide advice throughout the year.

Tax and personal finance software that does more than record transactions

Most personal finance software records what has already happened. TaxTank helps you understand what those transactions mean for your overall budget, financial health and live tax position.

Built by accountants, TaxTank organises the different parts of your financial life into smart digital containers called Tanks. Each Tank manages a specific area while working together to give you a more complete picture of your spending, savings, investments, financial goals and tax.

As transactions arrive through live bank feeds, TaxTank helps you categorise income and expenses, monitor your budget, store supporting documents and perform relevant tax calculations. Instead of gathering everything at the end of the financial year, you can keep your records organised and see where you stand throughout the year.

When tax time arrives, TaxTank has already organised your financial information and calculated your live tax position. You can use your TaxTank reports to prepare to self-lodge through myTax or share the relevant information with your accountant.

Illustration of How TaxTank Works - Australia's first tax and personal finance software that automatically calculates your tax
TaxTank 4 Step Process to use smart tax and personal finance software 2026

Everything you need to manage tax and personal finance

TaxTank gives you year-round visibility over your tax and personal finances, helping you stay organised, identify potential deductions and understand the financial impact of your decisions before tax time.

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Real-time Financial Visibility

See your income, expenses and broader financial position throughout the year so you can make better-informed decisions.

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Live Bank Feeds

Connect accounts securely through Open Banking and bring transactions into TaxTank automatically.

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Tax Calculations

See your calculated tax position update as you record income, expenses, deductions and investments in real-time.

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Depreciation & CGT Tools

Calculate depreciation and capital gains for investment properties, shares, crypto and other assets.

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Deduction Management

Identify and organise eligible expenses while maintaining the records needed to support your claims.

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Easy Collaboration

Invite property co-owners, accountants and advisers to collaborate using the same current information.

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Secure Document Storage

Attach receipts, invoices, statements, warranties and supporting documents directly to your financial records.

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AI-Powered Help

Get guided onboarding and in-app chat support when you need help setting up or using TaxTank.

The future of tax has already started

The ATO increasingly uses automation, data matching and real-time reporting, yet many Australians still manage their tax using spreadsheets, folders and information scattered across different platforms.

TaxTank gives individuals access to real-time tax and personal finance management, helping you stay organised before tax time rather than trying to reconstruct an entire financial year afterwards.

You don’t need to know tax. You just need TaxTank. It knows the rules, so you don’t have to.

Isn’t it time you managed tax in real time?

Animated Image showing the Tax Summary in TaxTank's personal finance software to save money on tax, perfect for side hustle tax management

Build the tax and personal finance software stack you need

TaxTank pricing starts from the equivalent of $6 per month, billed annually. Each Tank manages a specific part of your financial life. Use one or combine several for a more complete view of your tax and personal finances.

TaxTank is also 100% tax deductible 😉 so it’s a win, win. 

PROPERTY TANK

Manage property income and expenses

$15/month*

WORK TANK

Manage work income and expenses

$9/month*

SOLE TANK

Manage sole trader income and expenses

$9/month*

MONEY TANK

Manage budgets, cash flow and financial goals

$6/month*

HOLDINGS TANK

Manage CGT for shares, crypto and other assets

$6/month*

SPARE TANK

Upload important documents and receipts

FREE WITH ANY PAID TANK

What our customers say about Australia's first tax and personal finance software

Rated 5 out of 5

Don’t just take our word for it. See what Australians have to say about managing their tax and personal finances with TaxTank.

“I have been using TaxTank for over a year now to manage our property portfolio. We now proactively manage our income and expenses using the live bank feed allocations in TaxTank so there is little hands-on time needed from me.

It's literally about 10 minutes a week to allocate transactions and I'm on top of my paperwork which means no more spreadsheets or tax time stress.”
TaxTank User Tammy Van Diest Headshot
Tammy Van Diest
“Using TaxTank has ensured we have reduced costs and effort at the end of financial year, minimised tax paid as we can now track all expenses and income in one single system and peace of mind knowing we can find everything in one secure place.”
Stratos-Patsikatheodorou
Amanda Thomas
“Ever since I've been using TaxTank, it has made life so much easier. I can't say more than this amazing feature of live bank feeds. It is amazing and a game changer! This has made almost the near impossible of recording all bank transactions now very possible. Another feature I enjoy using is the forward outlook on the depreciation of a property once the initial inputs are stored. It has been an enjoyable and pleasurable experience using TaxTank. Highly recommend.”
TaxTank User Terence Wee Headshot
Terence Wee
“TaxTank has provided me with a better insight to my portfolio from my expenses management, income and the expected tax return at the end of the financial year ”
TaxTank User George Jimmy Winaulin Headshot
George Jimmy Winaulin
“TaxTank can integrate with my accountant, manage multiple property assets, input and manage depreciation schedules, manage vehicle logbook entries, provide tax forecasting for the financial year, connect to my Australian bank account with automatic bank feeds, generate useful reports, and upload documents. I would highly recommend TaxTank to anyone looking for a comprehensive and easy-to-use personal finance software package.”
TaxTank User Stratos Patsikatheodorou Headshot
Stratos Patsikatheodorou
“Anyone who has an income and especially anyone with investment properties will find TaxTank an effective, reliable and convenient tool to use.”
George-Jimmy-Winaulin
Peter Cullen
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Know where you stand before tax time

TaxTank is Australia’s first ever automated tax and personal finance software that automatically calculates your tax in line with Australian tax legislation.

You don’t need to know tax. You just need TaxTank. It knows the rules, so you don’t have to.