See your whole book at a glance
A readiness board across every client (who’s ready to prepare and who’s still missing documents) so you stop chasing and start with the ones that are done.
For tax agents & firms
Stop chasing clients
for documents.
trckr gives your practice a complete, audit-ready view of every client’s data, and keeps them tax-ready year-round, so your book arrives done.
Provisioned for your practice. Not a self-serve sign-up.
Clients arrive organised
trckr’s completeness engine nudges your clients to tidy their own records year-round, so their data lands ready instead of in a shoebox at June 30.
A pre-vetted, provenance-backed pack
Open an assembled workpaper pack per entity: mapped figures, the calculation worklog, and the rules cited, ready to hand off to your lodgment software.
Multi-entity, not a paywall
Trusts, companies, SMSFs and partnerships are first-class, each with a real per-entity engine (capital gains, dividends and credits, distributions), not an upsell.
We onboard firms one at a time.
Your client list gets set up right. Tell us about your practice and we’ll take it from there.