Coming Soon in 2024

Deliver bespoke personal tax planning quickly & accurately

Cloud-based personal tax planning software with your client's personal, financial, and business goals in one place.

Tax Torch dashboard
The problem

Personal tax planning is a time-consuming and manual process

You don’t know enough about your client's personal, financial, and business goals (with nowhere to store them)
You don’t have enough data or an easy way to complete salary vs. dividend planning without it taking hours
Your clients want to understand different scenarios but don’t understand the complexity of tax planning
The solution

Ditch the spreadsheets and use a cloud-based tax planning tool with everything you need to deliver bespoke tax advice in one place

Goals

Your client’s life, business, and financial goals stored in one centralised place.

Avoid sifting through emails, client records, and chasing other team members.

Summary
Super-charged

Salary vs. Dividend Calculator

Calculate your clients’ optimum tax position quickly and accurately.

Deliver bespoke tax planning advice with data you can trust.

Scenario Planning

Compare your client's tax position to different scenarios and see the impact in real time.

No more complex spreadsheet formulas, a few clicks are all it takes to create custom scenarios. 

Scenarios V2

 

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