Clients, documents, payments, and ATO compliance — unified in a single platform with AI that never misses a rule change.
The average small practice uses 4–6 disconnected tools per client engagement. The result is wasted hours, anxious staff, and risk hiding in every handoff.
Emails, spreadsheets, cloud drives, legacy software — nothing connects. Staff piece it together manually every time.
Individual returns take ~4 hours. Partnerships take 8+. Most of that is gathering and verifying — not advising.
ATO rules change regularly. Staff carry the mental burden of staying current across every regulation and edge case.
Documents go into a void. No visibility, no status updates, no self-service. Friction on both sides.
ClearVault replaces the patchwork with a single platform built for Australian tax and accounting firms.
Accounts, clients, engagements, and payments in one dashboard. No more switching between tools.
Clients send documents, answer questions, and track progress through the same system your team uses.
New information is verified against current ATO rules instantly. Gaps are flagged. Next steps are clear.
ClearVault's model is purpose-built on ATO taxation rules — and it evolves as regulations do.
The model tracks ATO rule changes continuously. When legislation updates, your system updates. No lag, no gaps.
Humans can't hold every regulation in working memory. ClearVault checks every applicable rule on every engagement, with zero fatigue.
The constant anxiety of "did I miss something?" goes away. Staff trust the system to catch gaps, so they focus on advising — not second-guessing.
Fewer missed deductions. Fewer incomplete filings. Every engagement follows a consistent, audit-ready process — reducing firm risk.
Documents and details arrive through the portal — structured and in one place.
ClearVault checks everything against current ATO rules. Gaps are flagged immediately.
Your team gets a clear summary: what's verified, what's missing, what to do next.
Complete the engagement from consultation through filing — all in the same system.
Most of a tax professional's time isn't spent advising — it's spent gathering, verifying, and chasing. These are the hours ClearVault gives back.
Australia's accounting industry is a $33B market with nearly 64,000 registered tax practitioners. The small-to-mid tier — firms with 2–15 staff — is where pain is greatest and existing tools are weakest.
Current AI tools in accounting have less than 53% user satisfaction (Agile MI, 2025). There's a massive gap for a purpose-built, ATO-native AI solution designed for the firms that need it most.
15+ years across the ATO and Top 10 Australian accounting firms, most recently as Tax Principal. Founded Wise Tax Advisers and has been featured in Bloomberg Tax, Accountants Daily, and SBS Australia. Knows exactly where the system breaks for small-to-mid practices — because he's lived it.
Engineering leader with 15+ years transforming complex systems into scalable platforms. Former VP of Engineering at omni:us, where she led AI-powered SaaS products for the insurance claims sector. Brings deep experience shipping enterprise software that handles sensitive data at scale.
Ex-BCG consultant with a strong foundation in strategy and technology implementation. Bridges the gap between business logic and engineering execution, bringing structured problem-solving from management consulting to product development.
Our technical leadership is AI-native. Purpose-built agents handle architecture decisions, code review, ATO rule integration, and system evolution — operating at a speed and consistency no single hire can match.
We're raising our seed round and looking for investors and early design partners.
hello@clearvaultai.com