Beta prototype. Comptrust Accounting is a fictional firm. All names, figures, reviews and contact details are made up. Please use test details only, never real personal or tax information. About this prototype

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Our client portal

Send your documents in minutes, not weeks

SmartIntake gives you a personal checklist, a secure place to upload, and a clear view of what is still needed. Behind the scenes, AI sorts your documents so our accountants can spend their time on your advice.

See it working

What happens to your documents

Every document you upload is checked, recognised and filed against your checklist. The AI also reads the key amounts, such as income, interest or GST, so your accountant does not have to type them in.

  • Each document gets a confidence score. Anything under 85% goes straight to a person.
  • Tax file numbers are found and hidden automatically.
  • Nothing is used in your return until an accountant approves it.
Open the client portal
Documents pass a scanner, get labelled and sorted. Anything uncertain goes to a person for review.

How it works

Four steps, and a person at the end

  1. Tell us who you are

    Individual, sole trader, partnership, company or trust. We build your checklist.

    You

  2. Upload securely

    Add PDFs or photos against each item. Files are encrypted and stored in Australia.

    You

  3. AI sorts and reads

    Each document is recognised, its key amounts are extracted and any TFN is hidden.

    SmartIntake

  4. Your accountant checks

    A qualified accountant approves or corrects every result, then prepares your return.

    Your accountant

Inside the portal

Always know where you are up to

Your personal checklist

Only the documents you actually need, with a progress bar and a status for each item.

A document assistant

Ask what is still missing or how to upload, any time. Tax questions always go to a person.

Fewer follow-up emails

You are only reminded about items an accountant has confirmed are really missing.

Questions

Frequently asked

Does AI prepare my tax return?

No. AI only sorts your documents and reads the key amounts. A qualified accountant checks every result and prepares your return.

Where are my documents stored?

In encrypted storage in Australia. Only Comptrust staff working on your file can see them, and every view is logged.

What if the AI gets a document wrong?

Anything it is less than 85% sure about goes straight to an accountant. Even confident results are checked before they are used.

Can the assistant answer tax questions?

No. It only answers questions about your documents and your file. Tax questions are passed to your accountant.

Can I still email my documents?

We ask you not to. Email is not a safe way to send financial records. The portal is encrypted and keeps everything in one place.

How long do you keep my documents?

Only as long as we need them. Once your work is complete and records are kept in our practice system, uploaded copies are deleted.

Ready to start?

Open your checklist

It takes about two minutes to see what you need for this year's return.

Go to the client portal How we protect your data
2 minto get your checklist
85%confidence threshold
100%of results checked by a person
AUdata stays in Australia
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