Accounting onboarding, made complete
One guided intake.
No missing pieces.
TaxGenie asks the right follow-up questions, saves progress, and checks each answer before it reaches the practice.
Private invite links Encrypted TFNs Mobile friendly
CLIENT INTAKE / 04
Business structure
Tell us about the trust.
We will explain each distinction only when you need it.
Trustee typeCorporate trustee✓
Company nameExample Holdings Pty Ltd✓
Security is part of the workflow. TFNs are encrypted before persistence and never included in email or exports.
Received an invite? Use the private link sent by the practice to continue your intake.