Tax checklists
Personalised per client.
Tax return checklists, uploads & e-signing
Tax agents: tax time without the paper bags of receipts. Checklists, uploads and e-signing.
Clients arriving with shoeboxes, missing documents and returns waiting for signatures. We build tax time portals for tax agents.
Looking for tax return client portal software?
Tax time is a rush of documents and signatures. We build checklists tailored to each client, secure uploads and online signing.
Wollopit builds client portals, intake flows, document automation and websites for tax agents around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.
01The problems
What we hear from tax agents
Does your tax agent practice have these problems? Here's how we'd fix them.
Most tax agents we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.
- The problemShoeboxes of receiptsSorting takes hours.How we fix itCategorised uploads.
- The problemMissing documentsBack and forth.How we fix itPersonalised checklists.
- The problemSignaturesReturns wait.How we fix itE-signing.
- The problemAppointmentsBooked by phone.How we fix itOnline booking.
- The problemPrior year infoRe-entered.How we fix itPrefilled checklists.
- The problemFeesPayment chased.How we fix itOnline payment.
02What we build
Solutions
What we build for tax agents. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Secure uploads
Sorted by category.
E-signing
Returns signed online.
Online booking
Appointments.
Prefilled lists
From last year.
Online payment
Fees paid.
03How it changes
Before and after
July, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Client brings a shoebox
- Missing items
- Return waits for signature
- Invoice chased
After
- Uploads by category
- Checklist complete
- E-signed
- Paid online
04Services
Everything under one roof
Software, websites and systems for tax agents.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for tax agents
Built around how your tax agent practice actually runs: tax checklists, secure uploads and the admin in between, in one system you own.
Websites for tax agents
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Tax agent practice system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for tax agents
E-signing and online booking: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your tax agent practice, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- Calendly
- Stripe
- HubSpot
- Mailchimp
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your tax agent practice: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things tax agents ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can clients upload documents throughout the year?
Yes. Clients can add documents any time so tax time is quicker.
How much does it cost?
It depends on what you need, so we quote up front once we understand your tax agent practice. No surprise invoices, no lock-in and you own what we build.
Can it work with our practice software?
Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.
Is client information kept secure?
Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most tax agents we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a tax agent practice problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.