01
AI-Assisted Tax Research
Instantly receive answers to your complex tax questions, each returned with a confidence score and supporting authority.
Navigating Australia's tax laws with clarityYour Digital Partner
Your Digital Partner
In Navigating
Tax Laws.
We point accountants, bookkeepers and other professionals that need to navigate complex tax laws in the right direction. Get instant clarity, on-demand legal documents, and real advice from qualified tax lawyers.
app.taxcompass.com.au / compass-ai
Select a matter: Hartley Family Trust
Selecting a matter is optional but improves accuracy and relevance.
Good Evening Leo! How can I assist you with your tax today?
Can I claim working from home expenses?
Do I need to register for GST?
What's the tax-free threshold in Australia?
What deductions can I claim this year?
Message COMPASS AI...
Send
250,000+
Australian tax professionals
7 days
Free trial, no commitment
30+
Trust & SMSF document types
24/7
Access to Compass AI
Tax Law AI
All Your Tax Insights, Delivered Clearly
Compass AI is trained on Australian tax law and grounded in legislation, rulings and authoritative guidance — so every answer arrives with its reasoning and its sources.
Grounded answers
02
Tax Law Verification
Have AI generated answers verified by an experienced Australian tax lawyer whenever additional certainty is required.
03
Legal Document Ordering
AI-assisted legal document ordering, reviewed by a lawyer before being delivered securely to your chat.
04
Tax Education
Stay informed with alerts and plain-English briefings on new and amended tax law as it lands.
Services
Every professional workflow, one platform.
Tax Compass does not replace accountants. It equips them — with authoritative research, lawyer verification, document production and audit protection inside a single connected ecosystem.
01Grounded answers
AI-Assisted Tax Research
Ask complex questions in natural language. Compass AI retrieves relevant legislation, rulings and guidance, then returns a grounded answer with a confidence score and supporting authority.
app.taxcompass.com.au / compass-ai
Select a matter: Hartley Family Trust
Selecting a matter is optional but improves accuracy and relevance.
Good Evening Leo! How can I assist you with your tax today?
Can I claim working from home expenses?
Do I need to register for GST?
What's the tax-free threshold in Australia?
What deductions can I claim this year?
Message COMPASS AI...
Send
02Human in the loop
Tax Law Verification
Request verification and an experienced Australian tax lawyer reviews the AI-generated position, confirms or corrects it, and records the outcome against the matter.
app.taxcompass.com.au / compass-ai
Select a matter: Hartley Family Trust
Selecting a matter is optional but improves accuracy and relevance.
Good Evening Leo! How can I assist you with your tax today?
Can I claim working from home expenses?
Do I need to register for GST?
What's the tax-free threshold in Australia?
What deductions can I claim this year?
Message COMPASS AI...
Send
03One workflow
Legal Document Ordering
Trust deeds, SMSF documents, amendments, vesting and replacement deeds — guided by AI, reviewed by a lawyer, and delivered securely in chat with simple download.
app.taxcompass.com.au / order-a-document
Trust Documents Order
Chat with AI Assistant
Message COMPASS AI...
Send
04Client protection
Audit Assurance
From $1,000 per year, protect your firm and your clients with professional ATO audit representation, technical support and audit-ready documentation.
app.taxcompass.com.au / audit-assurance
Audit Assurance
Manage client enrolment in Audit Assurance. Enrolled clients receive audit support coverage.
Xero Connected12
Total Clients
4
Active
2
Invoice Sent
4
Not Enrolled
2
Lapsed
Search clients…AllOpted InOpted OutPendingNot SetExport CSVEnrol All Eligible (6)
ClientABN NumberStatusUpdatedAction
HAHarrington & Associates Pty Ltd83 914 571 673Opted InToday
LJLeo Johnson Consulting51 824 753 556Opted In3 days ago
SBSarah Blake Enterprises42 109 845 231Pending1 week ago
MCMeridian Capital Group67 390 112 864Opted Out1 week ago
LHLakeview Holdings Trust19 765 432 187Not Set2 weeks ago
TAThornton Advisory Services29 456 789 341Opted Out2 weeks ago
PRPacific Rim Exports Pty Ltd74 222 333 555Opted In3 weeks ago
WFWestfield Family Trust36 918 273 645Not Set1 month ago
05Always current
Tax Education & Alerts
Plain-English briefings and alerts whenever tax law changes, so your firm's advice never drifts out of date.
app.taxcompass.com.au / compass-ai
Select a matter: Hartley Family Trust
Selecting a matter is optional but improves accuracy and relevance.
Good Evening Leo! How can I assist you with your tax today?
Can I claim working from home expenses?
Do I need to register for GST?
What's the tax-free threshold in Australia?
What deductions can I claim this year?
Message COMPASS AI...
Send
06Full traceability
Complete Audit Trail
Every question, answer, verification and document is captured, giving your practice transparency, accountability and compliance confidence.
app.taxcompass.com.au / compass-ai
Select a matter: Hartley Family Trust
Selecting a matter is optional but improves accuracy and relevance.
Good Evening Leo! How can I assist you with your tax today?
Can I claim working from home expenses?
Do I need to register for GST?
What's the tax-free threshold in Australia?
What deductions can I claim this year?
Message COMPASS AI...
Send
Legal documents
Trust, SMSF and other legal documents delivered by lawyers
Choose a document, let AI guide you through the process, have a lawyer review it and make amendments, and track progress from request to delivery. Completed documents arrive in chat with secure access and simple download, and the chat stays open for three months.
Document Suites
TrustsSuperannuation (SMSF)
Discretionary TrustUnit TrustBare / Custodian TrustHybrid Unit TrustSpecial DisabilityDeed AmendmentName ChangeTrustee ChangeAppointor ChangeBeneficiary ChangeDeed UpgradeProvision AmendmentRatification DeedNSW ExclusionReplacement DeedForeign ExclusionVesting Deed
Document requirements
- Set up (Trust preparation)5
- Updates (Amendments / changes)9
- Compliance / foreign person clauses2
- Replacement / end-of-term deeds2
- Bundled changes1
Lawyer reviewedContinue to order
✓Secure document uploads
✓Track pending and completed requests
✓Out-of-scope uploads go to Compass AI
TAX COMPASS
Audit Assurance
ATO audits can be stressful, expensive and time-consuming — even when everything has been done correctly. Audit Assurance provides accounting firms and their clients with expert support if an audit occurs, helping reduce risk and protect your practice.
Audit Assurance
Starting from
$1,000 / year
Professional tax support and assistance during ATO audit processes.
ATO Audit Support
Expert tax professionals assist with managing audit processes and responding to ATO enquiries.
Protect Your Firm
Reduce professional risk and ensure your advice is supported by expert review.
Peace of Mind for Clients
Give your clients confidence knowing expert support is available if an audit occurs.
Simple Annual Coverage
Transparent pricing with no complex insurance policies to interpret.
Audit Assurance vs traditional audit insurance
| Feature | Tax Compass | Traditional insurance |
|---|---|---|
| Ongoing tax support to avoid mistakes | ✓ | — |
| Support during audit | ✓ | ✓ |
| Transparent pricing | ✓ | — |
| Designed for accounting firms | ✓ | — |
Wave goodbye to
Why choose us
Why Tax Professionals Trust Tax Compass
Built specifically for the accounting profession — where AI adoption meets professional accountability.
Connected
All-in-One Platform
Legal research, documents and lawyer access live in one place, so nothing is lost between systems, inboxes and spreadsheets.
Accountable
Real Lawyers, Real Answers
Qualified Australian tax lawyers stand behind verified positions — professional trust, not just model output.
Grounded
Smart Technology
Compass AI is grounded in legislation, rulings and authoritative guidance, and shows its sources and confidence every time.
Predictable
Transparent Pricing
Clear subscription pricing and fixed document fees. No complex insurance policies and no surprise hourly billing.
Protected
Secure by Design
Encrypted storage, controlled access and a complete audit trail of every interaction across your firm.
Professional standards
Faster delivery, without compromising professional standards.
Every higher-risk matter can be escalated to a qualified tax lawyer, and every step is recorded — so your file stands up long after the advice is given.
0.89+
Typical confidence on verified answers
3 months
Chat stays open per document
How Tax Compass works
From question to outcome.
A simple, fast and secure platform to undertake AI-assisted research into complex tax laws and, when needed, have the answers verified by experienced tax lawyers.
Ask
Submit your question in natural language and optionally attach it to a client matter for accuracy and relevance.
Research
Tax Compass retrieves the relevant legislation, rulings and ATO guidance for the question in front of you.
Analyse
Compass AI generates a grounded response written for a professional audience, not a consumer chatbot.
Validate
Confidence scoring and supporting authority are presented alongside the answer so you can judge the risk.
Verify
Escalate complex matters for review by a qualified Australian tax lawyer whenever certainty matters.
Execute
Turn the outcome into legal documents, compliance actions and client-ready deliverables in the same workflow.
Record
Every interaction is captured through a complete audit trail your firm can rely on later.
app.taxcompass.com.au / order-a-document
Trust Documents Order
Chat with AI Assistant
Message COMPASS AI...
Send
Leadership
Built by professionals who understand the problem firsthand
Tax Compass combines deep expertise across tax law, legal services, artificial intelligence, automation and commercial growth.
Saurabh Gupta
Co-Founder · Head of Tax & Commercial Law
Former ATO Legal CounselFormer ATO Legal Counsel, commercial lawyer, tax specialist and founder with extensive experience advising businesses, professionals and private clients on complex legal and tax matters. Saurabh brings rare insight into the legal interpretation and practical application of Australia's tax system.
He leads Tax Compass's product strategy, legal architecture and professional verification, ensuring every outcome is trusted, defensible and aligned with the standards expected by accounting professionals.
His deep practitioner experience drives the platform's vision for modernising professional tax advisory.
Scott Bouquet
Co-Founder · Head of Marketing & AI Systems
Digital marketing & e-commerceDigital marketing strategist, online business growth specialist and AI systems architect with extensive experience building, scaling and commercialising technology-driven businesses.
Scott has led digital strategy, e-commerce and growth initiatives for major brands and organisations, including Care n help, Chubb, Yarpa, Pickle, Property Buyer, DM Jewellers and a range of high-growth Australian businesses.
At Tax Compass, he leads brand strategy, product adoption, AI systems development and commercial growth, applying automation, data and emerging technologies to create scalable competitive advantages and accelerate the platform's market expansion.
FAQs
Frequently Asked Questions
Yes. Every document is prepared through a guided workflow and reviewed by a qualified Australian lawyer before it is delivered to you, so it is ready to sign and hold on file.
Contact
We'd Love to Hear From You
Contact us for enquiries, support or feedback. We're here to assist you every step of the way.