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For accountants

The complete compliance and engagement platform for Australian accounting firms.

The official Australian Tax Partner of Intuit QuickBooks. Lodgeit and Client Relay cover the entire firm lifecycle — engagement, onboarding, KYC, working papers, statutory financial reports, calculators, ATO tax-account integration, digital signing, Stripe billing, and auto-bookkeeping via QuickBooks Online Accountant.

go.lodgeit.net.au

FY2026 lodgements

New return

Lodged

1,284

In progress

Refunds

$2.4m

HCHarbour Coffee Pty LtdLodged
NFNguyen Family TrustReady
B&Baker & Co PartnershipIn review
SSSummit SMSFPrefill

Lodgeit is the official Australian Tax Partner of

  • Intuit QuickBooks

Two ways to activate

Two ways to activate. You choose.

What you get:

Tier-linked to your QBOA ProAdvisor tier:

Auto-adjusts as your ProAdvisor tier changes — upgrade or downgrade tracked automatically.

Free via QuickBooks

Lodgeit annual subscription — FREE. 2,000 lodgements included (valued at $2,400). Digital signing on your firm's own email — FREE.

Annual package

For firms not on QuickBooks Online Accountant — or firms who want a fixed-price plan regardless of ProAdvisor tier.

Unlimited users

Unlimited users — no seat licences.

Path 1 · Free via QuickBooks

Free via QuickBooks

  • Lodgeit annual subscription — FREE
  • 2,000 lodgements included (valued at $2,400)
  • Digital signing on your firm's own email — FREE
  • Full compliance engine (tax forms, SPFR, working papers, calculators, reconciliation, ATO integration)
  • Client Relay engagement suite
  • Unlimited users — no seat licences
Get Started free with QuickBooks Intuit
go.lodgeit.net.au

Connected data sources

XXeroConnected
QQuickBooksConnected
MMYOBConnected
EExcel / CSVImport
AATO SBRLive

How to activate (5 clicks):

Activate through QuickBooks in five clicks

  1. 01

    Sign in

    Sign into QuickBooks Online Accountant (QBOA).

  2. 02

    ProAdvisor

    Left-hand menu → ProAdvisor.

  3. 03

    Benefits

    Top tab → Benefits.

  4. 04

    Activate

    Find the QuickBooks Tax row → click Activate.

  5. 05

    Connect

    Authorise profile access → sign into or create Lodgeit → connect back to QBOA.

Path 2 · Annual package

Annual package

  • Entry — $120/yr · 5 lodgements
  • Most popular — $660/yr · 200 lodgements
  • Large — $2,690/yr · 3,250 lodgements
  • Enterprise — $4,290/yr · Unlimited ITR & BAS
See full package pricing
go.lodgeit.net.au

Profit & loss · FY2026

SPFR
Revenue$1,482,390
Expenses$1,160,273
Net profit$322,117

One platform

One platform. The entire firm lifecycle.

From the moment a prospect signs your engagement letter, to the moment payment lands in your account and the corresponding journal appears in your bookkeeping — Lodgeit and Client Relay run the whole thing. Every step below is included. You only pay per lodgment and per KYC.

  1. 01

    Engage & Onboard

    Templated proposals, engagement letters, digital signatures, KYC/AML, client questionnaires.

  2. 02

    Capture Information

    Conditional-logic questionnaires, document collection, entity setup, client-side accounting integration.

  3. 03

    Prepare Compliance Work

    Working papers, statutory financial reports, smart calculators, ATO tax-account reconciliation, reconciliation tools.

  4. 04

    Sign & Lodge

    Native digital signing, form + SPFR delivery, direct-to-ATO lodgment via Standard Business Reporting.

  5. 05

    Collect Payment via Stripe

    Invoice-only or direct-debit; instalment plans; automated reminders; Stripe integration.

  6. 06

    Auto-bookkeep in QBOA

    Payments flow into free QuickBooks Online Accountant; client records + invoices sync automatically.

Continuous loop

When the work is complete, your next engagement is already prepared

Continuous loop: when the work is complete, your next engagement is already prepared.

FREE forever:

Statutory reports · Calculators · Working papers · ATO integration

ATO Prefill Data

Questionnaires · Onboarding · Digital signing · Track & control

Broad Integration

QuickBooks Online Accountant · Client-data sync · Team controls

Simple annual packages

Simple annual packages. Unlimited users on every tier.

For firms not on the QuickBooks Online Accountant ProAdvisor programme. All prices annual, GST inclusive. Sign up free — pay only if you exceed your first-year trial or lodge more than the included volume.

Entry

5 lodgments included · unlimited users

$120

including GST/annually

Sign up for free
  • Income tax returns — 1 lodgment included · $40 per extra
  • IITR, BAS and others returns — 4 lodgments included · $12 per extra
  • Financial reports — Unlimited
  • Financial reports Pro — Unlimited e-sign · $25 per report
  • Legal documents — Unlimited e-sign · $6.90 per report
  • E-Signatures — For tax forms and financial reports · $2 per e-sign
  • Unlimited users

Most Popular

Most popular

200 lodgments included · unlimited users

$660

including GST/annually

Sign up for free
  • Income tax returns — 20 lodgments included · $12 per extra
  • IITR, BAS and others returns — 180 lodgments included · $1.20 per extra
  • Financial reports — Unlimited
  • Financial reports Pro — Unlimited e-sign · $25 per report
  • Legal documents — Unlimited e-sign · $6.90 per report
  • E-Signatures — For tax forms and financial reports · $2 per e-sign
  • Unlimited users

Mid

1,125 lodgments included · unlimited users

$1,550

including GST/annually

Sign up for free
  • Income tax returns — 125 lodgments included · $12 per extra
  • IITR, BAS and others returns — 1,000 lodgments included · $1.20 per extra
  • Financial reports — Unlimited
  • Financial reports Pro — Unlimited e-sign · $25 per report
  • Legal documents — Unlimited e-sign · $6.90 per report
  • E-Signatures — For tax forms and financial reports · $2 per e-sign
  • Unlimited users

Large

3,250 lodgments included · unlimited users

$2,690

including GST/annually

Sign up for free
  • Income tax returns — 250 lodgments included · $8 per extra
  • IITR, BAS and others returns — 3,000 lodgments included · $0.60 per extra
  • Financial reports — Unlimited
  • Financial reports Pro — Unlimited e-sign · $25 per report
  • Legal documents — Unlimited e-sign · $6.90 per report
  • E-Signatures — For tax forms and financial reports · $2 per e-sign
  • Unlimited users

Enterprise

Unlimited ITR and BAS included · unlimited users

$4,290

including GST/annually

Sign up for free
  • Income tax returns — 500 lodgments included · $6 per extra
  • IITR, BAS and others returns — Unlimited
  • Financial reports — Unlimited
  • Financial reports Pro — Unlimited e-sign · $25 per report
  • Legal documents — Unlimited e-sign · $6.90 per report
  • E-Signatures — For tax forms and financial reports · $2 per e-sign
  • Unlimited users

KYC/AML verification via Client Relay: granular per-client pricing on top of any tier. See engagement tools pricing on the Engagement Tools page.

Included on every path

The compliance engine — included on every path.

Everything below is part of the platform — whether you activate via QuickBooks Online Accountant or via an annual package.

Included on every path

The engagement engine — included on every path.

Client Relay runs the entire engagement lifecycle. Only per-KYC verification carries a granular per-client charge — everything else is part of the platform.

  1. 01

    Onboard

    Onboard — new clients set up their legal entities and provide documents

  2. 02

    Propose

    Propose — professional proposals in minutes; service and agreement templates; automated billing setup

  3. 03

    Sign

    Sign — digital signatures confirm agreement, proposal and information submitted

  4. 04

    Questionnaire

    Questionnaire — collect all necessary briefing information and documents; stored in CRM

  5. 05

    Get Paid

    Get Paid — invoice-only or direct-debit authority; Stripe integration for full billing automation

  6. 06

    Auto Admin

    Auto Admin — accounting software syncs with client records, invoices and payments; import client groups from Lodgeit

Engagement tools included in the platform

Automated proposals

Templated engagement letters, service catalogue, agreement templates.

Digital questionnaires

Conditional-logic client questionnaires; document attachment; CRM storage.

KYC / AML compliance

DVS + UBO verification, PEP + Sanctions screening. Per-client granular pricing — you only pay when you verify.

Stripe billing

Invoice-only or direct-debit authority. Instalment plans. Automated reminders.

Native e-signing

Documents ride out on your firm's email; signed copies flow back automatically.

Single Sign-On with Lodgeit

One login for both platforms. Client data syncs automatically. Client groups import from Lodgeit.

Client Relay

See the full Client Relay walkthrough

See the full Client Relay walkthrough
go.lodgeit.net.au

Connected data sources

XXeroConnected
QQuickBooksConnected
MMYOBConnected
EExcel / CSVImport
AATO SBRLive

From 118,241 lodgments to 790,148 in five years

Total lodgments across all Australian tax and BAS agents in FY2026
790,148
Growth in 5 years — FY2021 to FY2026
6.7×
Australian tax-agent firms lodging via Lodgeit (last 12 months)
1,860
The two dominant form types — Individual Income Tax Returns and Activity Statements — carry most of your firm's throughput. Lodgeit handles both, at scale.
IITR + AS

Source: Lodgeit platform Lodgments FY dashboard filtered to Organisation Type = Tax Agent + BAS Agent. Refreshed 2026-07-04. Excludes direct-DIY business-entity lodgments (reported separately on our direct-DIY platform page).

Customer stories

What our clients have to say

Excellent tax software

“I have tried and used all tax software from the good old Solution 6 to the current MYOB Tax, Xero Tax, HandiTax etc. Lodgeit was the only software that was created by an accountant for accountants. It remains my current tax software and it has been for 6 years now.”
NPNicolaos PanagopoulosTax agent · 6 years on Lodgeit

Highly recommend

“Our firm moved away from Sage Handisoft in 2019, and it was the best decision we made. Lodgeit allows us to connect to any client accounting software including QuickBooks, which is where most of our clients are. We process tax returns, complete workpapers and SPFRs. The ATO prefill works really well.”
NNicoleAccounting firm

Saved my small business thousands

“I had a tax accountant that kept increasing the price of my annual tax return by 50% every year. Then I discovered Lodgeit. Lodgeit’s support videos are great and their Xero integration is as smooth as it gets.”
WAWilliam ArconatiLindari Solutions
“Lodgeit is great, far better than Xero Tax and Software Assistant. It integrates with Xero very well.”
AKAnna KopczynskaBookkeeper

“Before Lodgeit I’d waste hours manually entering data into returns.”

“Lodgeit enters all the prefill information into all the right labels for me plus works seamlessly with QuickBooks, Xero and all versions of MYOB so now I can make a decent profit doing compliance because it’s accurate and efficient. You can tell it was written by a real tax agent and not just another software company. If you’re thinking there has to be a better way, there is. Try Lodgeit, I promise you’ll be pleasantly surprised – I was.”

“Before Lodgeit I’d waste hours manually entering data into returns.”

“Lodgeit enters all the prefill information into all the right labels for me plus works seamlessly with QBO, Xero and all versions of MYOB so now I can make a decent profit doing compliance because it’s accurate and efficient. You can tell it was written by a real tax agent and not just another software company. If you’re thinking there has to be a better way, there is. Try Lodgeit, I promise you’ll be pleasantly surprised – I was.”

“We used to have a disjointed, multi-step manual process that was extremely time consuming.”

“Lodgeit provides an end to end automation solution freeing us up from manual regurgitation of data and allowing far more time to add value to our clients. If you don’t have anything better to do than regurgitate what your client has already done, you’ll soon be redundant.”

Great pricing

“Was able to submit my company tax return through this. Great pricing too — pay per use.”
DDDaniel DunnBaker Management Co

Best business tool on QuickBooks

“If you struggle for time and an accountant like I do, you will find this amazing. Support was fantastic to get everything sorted so I could do my own company tax return.”
EElektrabubSmall business owner
“Really love the service as it made submitting my Trust tax return out of country during the pandemic easy removing one of life's stresses for me.”
Lindari Solutions logoLindari SolutionsCEO
“Really love the service as it made submitting my Trust tax return out of the country during the pandemic removing one of life’s stresses.”
Lindari Solutions logoLindari SolutionsCEO
“I found to begin with it was a little hard to work out but your staff were great. I am very impressed.”
BABoland Auto Co.
“It has been fantastic, as someone that ants to lodge my own returns it has been a lifesaver. Keep up the good work.”
Baker Management Co. logoBaker Management Co.CEO
“This has meant I can take control of exactly when and how I lodge my own tax returns for my business. Software is easy to use, intuitive, and I can send it straight to the tax office.”
WeTribe logoWeTribeCEO
“Think the software is great. Easy to use and will definitely try to use it again to lodge my next tax return!”
Lambert Capital logoLambert CapitalCEO
“I did three lodgements last year that too from overseas and had a very good experience. Good product.”
Suraksha logoSurakshaCEO

Roadmap

Shipping in 2026.

We're not standing still. Here's what's next.

Client Relay ↔ Lodgeit deeper integration

Client-API webhook (Client Relay → Lodgeit) coming next; deeper client-data sync is live now via SSO.

Division 7A calculator

The next deterministic engine after FBT. Free like the rest of the compliance engine.

Multimodal client intake

Ambient ingestion — email, meeting notes, questionnaire fallback. Reduce client ping-pong to zero.

Next steps

Start now or compare engagement pricing

Choose the live signup path your firm prefers.

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