For Australian tax practitioners
Tax Time Saver turns a handful of ticks into the client information request you would have written yourself — in your practice's own words, ready to paste into Outlook.
Runs on your desktop · No client data leaves your machine
Tick what you need
The email writes itself
The arithmetic
Every practitioner writes the same email after every ITR meeting, from memory, from scratch. It is skilled work done slowly: recalling what was discussed, phrasing each request as a question, and remembering the two things the client will otherwise forget.
20 min
Typical time to write one information request from scratch
300
ITR meetings in a modest practice across a season
100 hrs
Spent writing emails you have effectively written before
$18,000
That time, valued at a $180 charge-out rate
Figures are illustrative — substitute your own meeting count and charge-out rate. The point holds at almost any scale: this is the most repeated writing task in the practice.
What it actually does
Templates still leave you rewriting every sentence for this client. Tax Time Saver assembles the prose — conjugating names, pronouns, properties and years as it goes.
89 requests
Work deductions, rental schedules, investment income, CGT cost bases, sole trader and business, private health, HECS. Grouped, searchable, and one click each.
Couples
Add both clients and assign any request to one of them or to both. Names, pronouns and verb agreement follow automatically — no find-and-replace, no "he/she".
Rental properties
Enter a property once. Every rental request picks it up. Two properties are written either as one combined set of questions or grouped separately, property by property.
ATO pre-fill
Drop in dividend payers, ETF holdings or a list of disposals. Cost-base requests come out as a properly aligned table instead of a paragraph the client has to decode.
Meeting notes
Paste a summary from any note-taker — Tactiq, Otter, Fireflies, Teams — or your own shorthand. It proposes requests, each showing the sentence that triggered it, and flags anything the client appears to have ruled out. It suggests; you decide.
There is no account, no server and no upload. The whole thing is one file that runs inside your own browser — which matters when the input is a recording of a client telling you about their income, their marriage and their health cover.
Pricing
One licence covers everyone in the firm, so there is nothing to police and no reason to ration it. Annual, and it pays for itself in the first dozen emails.
Sole practitioner
$495
per year + GST · 1 practitioner
Most practices
Practice
$1,190
per year + GST · 2–10 practitioners
Firm
$1,990
per year + GST · 11+ practitioners
Trial runs to the end of the month with no card. If it does not save you time in the first week of tax season, do not renew — we would rather hear why.
Questions
Yours. The wording was built by reverse-engineering the emails of a working practice, and every generated line can be edited in place before it goes out. On a Practice or Firm licence we set the library to your precedents so the first draft already sounds like your office.
No. Meeting notes are matched against a phrase library inside your own browser. Nothing is sent to an AI service, ours or anyone else's, so there is no question about where a transcript of a client meeting ends up.
Chrome or Edge, on Windows or Mac. It is a single file — save it, bookmark it, open it. There is nothing to install, no admin rights required and no integration to configure.
Most firms do, and they are useful for making sure nothing is missed. This solves the part that comes next: turning that list into a courteous, specific email addressed to two people who own one property between them. That is the half hour.
That is the only trial worth having. Use it for a week of actual meetings. If the emails still need rewriting, it has failed the test and we would like to know which sentences gave it away.
Start a trial
Tell us the size of your practice and we will send the file, the guide, and a licence that runs to the end of the month.
We'll send the file, the guide and your trial licence, usually the same business day. If nothing arrives by tomorrow it will be your spam filter rather than us forgetting — email hello@taxtimesaver.com.au and we'll resend it.