FOR ACCOUNTING FIRMS

Tax audit data rooms that protect your clients

Share tax returns, BAS statements, and financial records with auditors and the ATO — with tamper-evident audit trails, AI-powered PII redaction, and bank-style session security.

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How It Works

1

Create a room

Name it after the client or engagement. Add your firm's branding.

2

Upload documents

Drag tax returns, BAS, financials. AI extracts text and auto-tags.

3

Scan for PII

AI detects TFNs, ABNs, bank details. Redact before sharing.

4

Invite the auditor

They verify via email code. No passwords, no accounts to create.

AI PII Redaction

Automatically detect and redact Tax File Numbers, ABNs, BSBs, and bank account numbers before sharing with third parties.

Tamper-Evident Audit Trail

Every view, download, and search is logged with SHA-256 hash chaining. Prove exactly who accessed what, when.

Email-Verified Access

Auditors verify via a 6-digit code sent to their email. No passwords to manage, no accounts to create.

Q&A Workflows

Auditors ask questions about specific documents. You reply. Full thread tracked with timestamps.

Batch Invites

Invite the entire audit team at once — up to 50 people. Manage contacts for future engagements.

View-Only Protection

Auditors can view documents without downloading. Watermarking and session timeout for extra security.

Australian Compliance Built In

All data stored in Sydney (GCP australia-southeast1)
Meets Australian Privacy Principles (APP)
ATO data handling requirements
APRA CPS 234 cloud provider compliance
Tamper-evident audit trail for regulatory evidence
NDA/NCNDA gating before document access

Protect your clients' data

Set up a secure data room for your next audit in under 5 minutes. Free to start.

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