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Choose Business Type
Individual
ABN Sole Trader Business
Choose your features

Pro

$ 33  

per month (inc. GST)

Track and record all of your tax documents

Send your tax information straight to your tax agent from your phone

YOUtax Wealth Portal setup and management

Monthly Property & Vehicle Valuations

Landlord tools and investment property reports

ASX Shares feeds

Comprehensive wealth reports

Your Real-time net worth statustext

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of

transactions

Vehicle log book

List and store insurance documents

Generate a basic will or store current will documents

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place

Growth

$ 60 

per month (inc. GST)

1 hr meeting with tax agent

Includes Preparation of a Personal Income Tax Return

1 Tax Planning Session

Send your tax information straight to your tax agent from your phone

YOUtax Wealth Portal setup and management

Monthly Property & Vehicle Valuations

Landlord tools and investment property reports

ASX Shares feeds

Comprehensive wealth reports

Your Realtime-time net worth status

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of transactions

Vehicle log book

List and store insurance documents

Generate a basic will or store current will documents

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place

Executive

$ 115 

per month (inc. GST)

Landlord tools and investment property reports


ASX Shares feeds

Clmprehensive wealth reports

Your Realtime net worth status

Bank account feeds for loans, credit cards, bank accounts, and superannuation

Budgeting tools

Auto-categorization of transactions

Vehicle log book

List and store insurance documents

comprehensive wealth reports

Set and track your savings and repayment goals

Access to a range of calculators for projecting your goals

Add in family members to view and/or edit your records

Invite your professional network to upload documents (eg. Property Manager, Accountant, Financial Advisor, Solicitor etc.)

2 GB of cloud document storage

Store all of your tax documents in one place