Accounting onboarding, made complete
One guided intake.
No missing pieces.
Tax Genie asks the right follow-up questions, saves progress, and checks each answer before it reaches the practice.
Private invite links Encrypted tax file numbers Mobile friendly
Tax file numbers stay private. Tax Genie encrypts each TFN before it's stored and never puts it in an email or a download.
Received an invite? Open the private link in the email to continue your intake. Can't find it, or has it expired? Reply to that email to ask for a new link.