AI for tax and compliance firms

Verify. Generate. Sign. Lodge.In 3 minutes.

Admiin replaces the stack your practice runs on. AML and KYC verification, AI binding packs and cover letters, e-signatures, and ATO settlement, all on one workflow for tax and BAS agents.

Firms serving 2M+ taxpayers already run on Admiin
Today. Six tools, one client, and a lot of chasing.
2M+taxpayers served 6 toolsreplaced by one AUSTRAC-readyAML and KYC Australiantax and BAS agents
The admin tax

One binding pack. Fifteen minutes, or three.

This is your team's time on a single individual binding, before and after. Watch the same job run both ways.

Without Admiin

Word, the ATO portal, and a PDF merger

00:00
Elapsed, and still going
Write the cover letter in Word5:00
Key in client names and entity types2:30
Build the lodgement table by hand2:30
Log into the ATO portal for the payment slip2:00
Pull the return PDFs and combine the pack2:00
Email it back to the accountant for review1:00
And a group client stretches past twenty.
With Admiin

Upload, review, send

00:00
Elapsed, then done
Search the client and upload the return0:20
Admiin reads it and writes the cover letter0:45
Amounts, due dates and the PRN pulled for you0:00
Allocate documents and add signatures1:10
Review the pack0:45
Send, signing and payment included0:00
Group clients land in the same three.

Timings from Logicca Chartered Accountants, before and after Admiin. Read the case study →

Run your next binding pack through Admiin.Three minutes of your team's time, start to settled.
By the numbers

You do the accounting. Admiin handles the rest.

Time back
0hrs

Saved per person, per week

Time back from admin that never touched a client's return.

Speed
0min

To prepare a Tax + Binding

Against 10 to 20 minutes in Word, with the ATO portal open alongside.

Tool sprawl
0→1

Tools replaced

E-signing, invoicing, payments, AML and CTF, and ATO settlement.

Onboarding
0%

Less onboarding admin

AML and KYC handled in the same flow, AUSTRAC-ready.

Who it is for

The people who carry the admin, not just the returns.

Admiin is bought by partners and lived in by the people running the practice day to day.

Practice manager

Stops being the follow-up department

Reminders, document requests and signing chases all run themselves, so the week is not spent asking clients for things twice.

"I got my Fridays back."

Admin and support team

Onboards a trust without reading the deed

KYC, KYB and UBO checks run in one pass, entities resolve against ASIC and the ABR, and the AUSTRAC file builds itself as you go.

Four times the binding packs, same team.
Read the Logicca case study

Partner

Sees the billable time come back

Fewer subscriptions, faster turnaround, and a clear view of what is due, what is signed and what is paid across the whole book.

"We dropped three tools in a quarter."
The platform

Five stages. One client record. No re-keying.

Every module writes back to the same client file, so nothing gets exported, retyped or lost between tools.

Onboard and verify, including the trusts

KYC, KYB and UBO checks run inside the client record. Upload a trust deed and Admiin extracts the trustee, appointor, settlor and beneficiaries, so you are not reading schedules by hand.

  • Entities resolved against ASIC and the ABR
  • White-labelled to your firm, audit-ready for AUSTRAC
  • Trust parties suggested from the deed, confirmed by you
AML and KYC    Trust deed reader
app.admiin.com / clients / Harcourt Family Trust
Current ownership · extracted from the deed
Harcourt Nominees Pty LtdTrusteeCorporatePassed
Marcus HarcourtAppointorControls the trustPassed
Eleanor ReidSettlorSchedule 1Pending
Harcourt family classBeneficiariesClause 4.1In scope

Stop chasing documents by email

Send one branded checklist. The client uploads into their portal, you watch it fill in live, and every file lands filed under the right year and document type.

  • Reminders run without you writing them
  • Reject and re-request a single item, not the whole pack
  • Filed automatically against the client record
Document Requests
Document request · Hartley & Co Pty Ltd
0 of 4
IdentificationLicence.pdf
ATO correspondenceDec 2025 BAS.pdf
Trust deedHarcourt deed.pdf
Financial statementsFY26 accounts.pdf
Filed to FY26 › Compliance and structure › Trust deed

The cover letter writes itself

Admiin reads the return, drafts the cover letter in your firm's voice, and binds the return, schedules and engagement letter into a single pack ready to send.

  • Figures pulled from the return, not retyped
  • Multiple lodgements bound into one task
  • Edit anything before it goes out
The AI toolkit
Tax + Binding · M Harcourt · FY26
Admiin AIDrafting the cover letter
Your 2026 individual tax return

Signed on a phone, tracked to the minute

The client opens one link, reviews the pack and signs. You see opened, viewed and signed as it happens, and the reminders go out on their own.

  • Real-time status on every document
  • SMS and email follow-ups built in
  • No separate e-signing subscription
For tax advisers
Binding pack · sent to M Harcourt
Signing activity
Sent10:42 am · pack of 3 documents
Opened on mobile10:44 am
Viewed all pages10:46 am
Signed10:47 am · engagement letter and return
Paid10:48 am · settled to the ATO PRN

Signed and paid in the same tap

The payment sits inside the signing flow, so the client does not leave to log into a bank. Funds go to the correct PRN with real-time confirmation, and the job moves to settled.

  • Pay in full, in instalments, or defer to the due date
  • Your fee and the ATO payment handled together
  • Confirmation lands back on the client record
Instalment options
Settlement · M Harcourt · FY26
$4,280.00
ATO payment reference 4 8827 1120 4
Settled to the ATO · confirmed 10:48 am
Pay in fullSettled today
Instalments or deferClear terms, no surprises
Connect Outlook or GmailEvery request, reminder and signing link goes out from your own inbox, in your name. Replies land back in the same thread, and Admiin keeps the record against the client. OutlookGmail
Client portal

Your clients get a portal. It has your name on it.

Every client gets a branded home for their tax life. Past returns and lodgements sit in one place, outstanding items are waiting to be actioned, and anything you ask for can be uploaded straight back to you.

  • Every historical return, statement and signed document, by year
  • Sign an outstanding return or engagement letter in a tap
  • Action an ATO liability: pay in full, in instalments, or defer to the due date
  • Upload and share documents without a single email attachment
  • Your logo, your colours, no Admiin branding in front of the client
H Hartley & CoClient portal White label · your firm branding
ActionsDocumentsUploadPaymentsMarcus Harcourt
Waiting on you (2)
Engagement letter FY26Sent 12 August · 1 signature required Sign
ATO liability $4,280.00Due 15 May 2026 · pay in full, in instalments, or defer Pay
Your documents
Individual tax returnFY25 · signed
Trust distribution minutesFY25 · signed
Notice of assessmentFY24 · from the ATO
Upload for your accountantDrag a file in
Give every client a portal with your name on it.Included, with no per-client fees and no Admiin branding.
AUSTRAC compliance

Verify your entire client book in one click.

Tranche 2 turned every client file into a compliance obligation. Select the whole book, hit verify, and Admiin runs KYC, KYB and UBO checks across individuals and entities in a single pass.

Every client ends up with its own AUSTRAC-ready customer due diligence report, downloadable as a single file, so the evidence of compliance is on the record rather than reconstructed later.

See how it works
AUSTRAC status0 of 128 verified
CCrust Pty LtdQueued
BBloom Pty LtdQueued
HHearth Pty LtdQueued
HHarvest Pty LtdQueued
SStem Pty LtdQueued
and 123 more clients selected
CDD report per clientAUSTRAC-ready, one file, ready to download
What firms say

The firms that switched are not going back.

Case study

Logicca cut binding pack prep by 75%

Fifty staff. More than four thousand clients. Binding packs were built by hand in Word, with the ATO portal open in another tab, every time. Admiin replaced the whole assembly line.

Read the case study
75%Less time per binding pack
~1,100Admin hours recovered a year
4xBinding capacity, same team
"

Admiin did not just improve our workflow, it replaced a stack of paid tools. We have reduced our reliance on platforms like FYI and DocuSign, and closed the gap between signing and payment. Clients complete everything in one flow.

JTJames TDirector, accounting firm
"

What used to take multiple tools and constant follow-ups is now handled in one place, from sending documents to getting them signed and paid. The time savings are huge, but the real value is how much smoother it runs for our clients.

SMSarah MBookkeeper
"

Before Admiin the process was archaic, and adjusting paragraphs for every client type ate the day. Now the platform reads the return, pulls the PRN, and the pack is ready. "You just click send and that's it."

DBDarragh BoylanAccountant, Logicca Chartered Accountants
See what Admiin does with your client book.Twenty minutes on a call, with your own files.
For tax technology platforms

Or put Admiin inside your own product.

If you already own the client relationship, you do not need to rebuild the hard parts. Admiin's white-label API drops the Review, Sign and Pay flow straight into your platform, so your users never get redirected somewhere else to finish the job.

  • A native AML and CTF layer: KYC, KYB, UBO and ongoing monitoring
  • Embedded ATO settlement, with the funds hitting the right PRN
  • Fully white-labelled, so your brand stays in front of your users
  • Higher completion rates, and a settlement pathway you can monetise
yourplatform.com.au / clients / harcourt / lodgements
YourPlatformClient workspace ClientsLodgementsReports
Embedded · Admiin API
Identity verifiedKYC, KYB and UBO on Harcourt Nominees Pty Ltd Passed
Documents signedReturn and engagement letter, in your UI Signed
$4,280.00 settled to the ATOPaid to PRN 4 8827 1120 4, confirmed in real time Settled
No redirect. No Admiin logo. Your users never leave.
POST/v1/lodgements 200 · settled
Already works with Xero GovReports LodgeiT ATO settlement
Questions

What firms ask before they switch.

What does Admiin actually replace?
For most firms, the e-signing subscription, the separate AML and KYC provider, the invoicing workaround, and the manual ATO payment instructions. Cover letters and binding packs move off Word and a PDF editor. Your ledger and lodgement software stay where they are, since Admiin sits alongside Xero, GovReports and LodgeiT rather than replacing them.
Is the AML and KYC actually AUSTRAC-ready?
Yes. Individuals verify by ID document, entities resolve against ASIC and the ABR, UBO structures are mapped for trusts and companies, and the customer due diligence report downloads as a single audit-ready file. Verification is white-labelled to your firm, so the client sees your brand.
How long does it take to get running?
Firms are usually sending their first binding pack the same day. There is no implementation project and no data migration, because Admiin works client by client rather than requiring your whole book to move at once.
What do clients have to do?
Open one link, review the pack, sign and pay. They create an account once and set a password once, and after that everything for that client lives in one portal, including document requests and past lodgements.
Does Admiin write the cover letter, or just template it?
It drafts it. Admiin reads the return, pulls the figures, and writes the letter in your firm's voice, then you review and edit before it goes out. It is a first draft you correct, not a merge field you fill in.
Do we pay per client for the portal?
No. The client portal is included and there are no per-client fees, so inviting your whole book costs nothing. Your clients are never asked to pay for access to their own documents, and the portal carries your firm's branding rather than ours.
How does the ATO payment work?
The payment sits inside the signing flow. The client pays without leaving to log into a bank, funds go to the correct payment reference number with real-time confirmation, and the job moves to settled on the client record. They can pay in full, spread it over instalments, or defer to the due date.

Run one lodgement through Admiin.

Pick your next return. If it does not take three minutes of your time, tell us and we will fix it.

No card required · The client portal is free for your clients · Australian data

Ready to transform your tax practice?

Start managing clients, compliance, and payments in one platform in minutes.

Ready to transform your tax practice?

Start managing clients, compliance, and payments in one platform in minutes.

Ready to transform your tax practice?

Start managing clients, compliance, and payments in one platform in minutes.

Simplify your processes, protect billable time, and reduce admin overhead so you can work more efficiently and grow your practice with confidence.

All rights reserved. Signpay Pty Ltd. Powered by Admiin.

Simplify your processes, protect billable time, and reduce admin overhead so you can work more efficiently and grow your practice with confidence.

All rights reserved. Signpay Pty Ltd. Powered by Admiin.

Simplify your processes, protect billable time, and reduce admin overhead so you can work more efficiently and grow your practice with confidence.

All rights reserved. Signpay Pty Ltd. Powered by Admiin.