The document workflow Australian accountants actually need
Tax audit responses, BAS lodgements, client onboarding — without the email-attachment chaos or the compliance gap. Built for the TPB Code of Conduct, the ATO's expectations, and the Privacy Act in one product.
Start Free TrialTPB Code of Conduct ready
Every access is logged, every share is controllable, every audit trail is tamper-evident. Confidentiality obligations under Section 30-10 are operationally satisfied by default, not bolted on.
AI redaction for TFN, ABN, BSB
Stop manually black-boxing client documents. ShareAndGo's PII detection finds Australian-specific identifiers automatically and lets you redact per recipient — even when the same document goes to multiple parties.
View-only that's actually view-only
When you set a recipient to view-only, PDFs are converted to images server-side, keyboard shortcuts are blocked, and every view is watermarked with the recipient's email. Not a courtesy barrier — a real control.
ATO-friendly audit responses
When the ATO requests records, you don't scramble. Upload everything to a single room, set access expiry to match the review window, and produce a complete audit log with one click.
Australian data residency, end-to-end
All client data stored in Sydney (GCP australia-southeast1). No US/EU edge caching. APP 8 cross-border disclosure obligations don't trigger because there's no cross-border disclosure happening.
Workflow the partners can trust
Engagement-shaped rooms, role-based access for staff, and a per-client audit log that survives auditor turnover. The compliance evidence a TPB review or PI insurer might ask for is already there.
The compliance pressure is real
The Tax Practitioners Board's revised Code of Professional Conduct (effective 2024) explicitly requires registered agents to keep client information confidential and produce records on request. The ATO's 2026 enforcement focus has shifted toward record-keeping quality as a signal of overall compliance posture. Firms still emailing tax returns as PDF attachments are quietly outside the standard a TPB review or insurance audit would expect today.
ShareAndGo gives you the documentary trail without changing how your team thinks about engagements. The room is shaped like the file. The audit log writes itself.
How firms use ShareAndGo
ATO audit response
When a client gets a Section 264 notice, the firm spins up a room, uploads every relevant record, redacts TFN and BSB for non-disclosing recipients, and grants access to the auditor by email. Every access is timestamped and recoverable.
See the tax-audit workflowClient onboarding
New client provides identity, financial, and historical tax documents through a secure room rather than email. NDA is signed before access. Documents are AI-tagged on upload so the staff accountant can find them later by content, not just filename.
Why small firms are switchingEnd-of-year audit preparation
Audit firm gets read-access to the working papers room for the engagement, not the entire client file. Access expires when the audit concludes. The trail satisfies both your professional standards reviewer and the auditor's evidence-of-source-documents requirement.
EOY audit checklistInter-firm collaboration
Specialist tax advice involves a second firm without breaking client confidentiality. Selective document sharing, NDA-gated, with the original firm in control of the audit trail and able to revoke access in one click.
All featuresPricing built for SMB firms
Flat-rate workspace pricing — recipients (clients, auditors, the ATO) are always free. No per-GB overages, no enterprise sales calls.
See also
Other comparisons
The enterprise VDR alternative
Lower cost, same security
Transparent pricing, Australian residency
Australian-built, AI PII redaction included
Flat pricing vs per-user, bring-your-own-AI
Use cases
Try it with your next audit response
Start a free trial. Spin up a room. Send a real document to a real recipient. See the audit log fill in.
Start Free Trial