Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Return Ready for tax agents ← Back to the overview

Live demo · Blueprint No. 2740

Tax time, sorted. No shoebox required.

Return Ready is a mini tax time portal for your practice. Clients book online and get a checklist built for their situation, filled in from last year. They upload from their phone, then sign and pay for the finished return on the same link. Your season board shows who's stuck the whole time. Have a play: every button works.

  1. 01Check today
  2. 02Nudge the stragglers
  3. 03Fill a checklist
  4. 04Book a client
  5. 05Sign, pay and lodge

This is the scaled-down version.

The real one is built around how your tax agent practice runs: your client list and last year's returns come in from Xero Practice Manager, MYOB Practice or HandiSoft. Checklists match how you actually prepare and uploads are filed into SuiteFiles or FYI. E-signing runs through FuseSign, Annature or DocuSign, bookings go into your Microsoft 365 or Google calendars with Zoom links and card payments go through Stripe and reconcile into Xero or MYOB. Reminders go out on the timings you choose. It's hosted and looked after by the people who built it.

Talk to us about the real one →