Taxr for Australian Accountants: Client Receipt Portal

The biggest time sink in tax preparation isn’t the technical work – it’s chasing clients for receipts and manually entering expenses. You know the pattern: BAS quarter closes, you ask your client for their records, and you receive a shoebox of crumpled paper, a folder of blurry phone photos, and a sheepish “I think I lost a few.” Taxr gives you a free accountant portal and a client-facing scanning app that work together so your clients capture receipts all year and you get clean, ATO-aligned data when you need it.

Disclaimer: This article provides general information only and does not constitute tax advice. Consult a registered tax agent for advice specific to your circumstances.

The Client Receipt Problem

Every accountant knows the drill. Tax season arrives and so do the emails:

  • “Here are my receipts” – attached as 47 unsorted photos taken at odd angles
  • “I’ve got everything in a folder” – a plastic bag containing faded thermal receipts, some from two financial years ago
  • “I tracked most of it in a spreadsheet” – with inconsistent categories, missing GST amounts, and several entries that just say “stuff”
  • “I think I lost that one” – the $3,000 equipment purchase that would have been their largest deduction

You spend hours sorting, deciphering, and manually entering this data into your practice software. Hours that could be spent on advisory work, complex returns, or simply taking on more clients. The problem isn’t that clients are careless – it’s that they don’t have a system that makes record-keeping easy enough to actually do consistently.

For every hour you spend on manual data entry, you’re paying the cost of a broken workflow. The receipt capture should happen at the point of purchase, not months later when the details have faded – both from the thermal paper and from your client’s memory.

How Taxr Solves It

Taxr is a receipt scanning app that your clients can use throughout the year to capture and categorise their business expenses. The workflow is straightforward:

  1. Your client makes a purchase – fuel, office supplies, a new laptop, a client lunch
  2. They scan the receipt using Taxr’s camera – takes about three seconds
  3. AI extracts the data – date, amount, vendor name, and GST are read automatically
  4. The expense is categorised into ATO-aligned tax categories
  5. At tax time, they export a clean, categorised report and send it to you

That’s it. No shoeboxes, no blurry photos, no spreadsheets with mystery entries. Your client does the capture at the point of purchase, and the AI handles the data extraction and categorisation. By the time the export lands in your inbox, the hard work is already done.

The key difference between Taxr and a generic photo storage app is the AI layer. Your clients aren’t just taking photos of receipts – they’re creating structured, categorised expense records with GST amounts extracted and tax categories assigned. The output is data you can actually work with, not a pile of images you need to interpret.

What You Get as an Accountant

When your client sends you their Taxr export, here’s what you’re working with:

  • Pre-categorised expenses – each expense is assigned to an ATO-aligned tax category, so you’re not starting from scratch
  • GST amounts extracted – the AI reads GST from each receipt, saving you from calculating or estimating it manually
  • Digital receipt images – every expense has the original receipt image attached, so you can verify any entry without asking the client to dig through their records
  • Export in Excel or PDF format – Excel for importing into your practice software, PDF for a clean summary you can review at a glance
  • Consistent data structure – every client’s export follows the same format, regardless of their industry or expense patterns

The practical effect is that a client who would have taken you two hours to process now takes twenty minutes. The data is clean, the categories are sensible, and the receipts are there if you need to verify anything. You spend your time reviewing and adjusting, not entering and interpreting.

For practices handling dozens or hundreds of individual returns, this time saving compounds quickly. Even if only half your sole trader and freelancer clients adopt Taxr, the reduction in data entry hours across a full tax season is substantial.

The Accountant Portal

Taxr’s accountant portal at portal.taxr.io is a dedicated desktop workspace for Australian practices. It’s in early access – we’re onboarding the first cohort of partner firms by hand, so you get a fully configured account and a walkthrough with our team before you log in. Here’s what’s inside:

  • Invite clients in bulk – paste a list of email addresses and send branded invitations signed by your practice. Existing Taxr users are linked instantly; new users are guided through signup
  • Client dashboard – every client at a glance with two simple pills: Connection (invited / accepted / declined) and Subscription (free / trial / subscribed / lapsed), plus last activity and receipt counts
  • Per-client detail view – drill into receipts, the current BAS or tax period, and activity history. Entity type and BAS frequency drive what you see, so sole traders, companies, trusts, and individuals each get the right workspace
  • Review and confirm receipts – a two-pane reviewer with keyboard shortcuts, category adjustments, GST validation, and a full-size image viewer. “Ask client” lets you send a question about a specific receipt with one click
  • Upload on behalf of clients – drag and drop receipts straight into the portal when a client drops a shoebox on your desk. AI processes them automatically for subscribed clients, and every upload is attributed to you in the audit log
  • Export per client, per period – generate Excel, CSV, or PDF exports from inside the client detail view, scoped to a BAS quarter, financial year, or custom range
  • Reminder emails – send templated nudges (upload receipts, BAS due, tax time) to one client or in bulk, with your practice as the reply-to address so clients respond to you directly
  • Category template – customise your standard ATO-aligned category list once in the portal, and it merges into every new client’s app when they accept your invite

The portal is free for accounting practices, forever. There are no per-client fees, no seat licences, and no practice management lock-in. Our model is straightforward: you recommend Taxr to clients, clients subscribe to the app, and your practice earns commission on those subscriptions – 20% of subscription revenue for the first 12 months, plus 10% for the lifetime of the client after that. Yearly plans pay out on conversion; monthly plans pay out after six continuous months. Commission is disclosed to clients in writing in line with TPB Code of Professional Conduct guidance on third-party benefits.

You reduce your data entry workload, your clients get better deductions and an easier system to use, and your practice earns recurring income on a channel that used to cost you billable hours.

Getting Portal Access

The portal is currently available to Australian accounting practices by invitation. We’re focused on partner firms handling sole trader, BAS, and individual returns – especially smaller practices where one accountant sees every client from capture to lodgement. If that sounds like you, get in touch and we’ll book a short call to understand your workflow, set your practice up end-to-end (branding, category template, phone number, welcome message for clients), and walk you through the portal live. You’ll receive a secure magic-link login once your account is ready.

Why Recommend Taxr to Your Clients?

You’ve seen receipt scanning apps come and go. Here’s why Taxr is worth recommending to your Australian client base:

  • Built for Australian tax workflows – the portal is AU-first. BAS quarterly rhythm, ATO-aligned categories, GST extraction, Australian entity types (sole trader, Pty Ltd, partnership, trust, individual), and financial year handling are built in, not bolted on
  • Accurate AI scanning – the AI extracts dates, amounts, vendor names, and GST effectively across receipt formats. Your clients aren’t manually entering data, and neither are you
  • Simple enough that clients actually use it – the scan-and-done workflow takes seconds, which means clients are far more likely to use it consistently than a spreadsheet or manual filing system
  • Free tier available – there’s no cost barrier for clients to get started. They get 10 free scans to try the app, which removes the “I’ll sign up later” objection entirely
  • Clients keep better records – when your clients use Taxr year-round, they arrive at BAS and tax time with complete, organised records. Fewer missed deductions, fewer amended returns, and fewer uncomfortable conversations about lost receipts
  • Clients keep their data – receipts uploaded through the portal belong to the client’s account permanently. If the relationship ends, they keep everything. There’s no lock-in and no awkward handover

The best receipt scanner for accountants is one that clients will actually use. If the tool is too complex, requires too many steps, or costs money upfront, adoption drops off. Taxr is designed to minimise friction so that the habit sticks. For a deeper look at how receipt scanning technology works, see our guide on the best receipt scanner apps in 2026.

Partner with Taxr

We’re actively onboarding the first cohort of Australian accounting practices to the portal. Whether you want early access, want to start recommending Taxr to your clients today, or just want to have a conversation about how it could fit into your practice workflow, we’d like to hear from you.

If you’re tired of chasing clients for receipts and spending billable hours on data entry, Taxr can help. Recommend it to your clients and let them do the hard work throughout the year, so you get clean data when it matters.

Recommend Taxr to Your Clients

Your clients need a system for tracking expenses that’s simple enough to use every day and structured enough to produce useful data at tax time. Taxr is that system. Share the download link with your clients, and start receiving organised, categorised expense exports instead of shoeboxes and spreadsheets. Download Taxr