Research is manual
Legislation, rulings and guidance are scattered across disconnected systems.
Investor Prospectus 2026
Invest in the Intelligence PlatformPowering the Future of Accounting
Tax Compass is redefining how accounting professionals research, verify, document and deliver trusted advice — combining authoritative research, tax lawyer verification, compliance automation and audit protection in one intelligent ecosystem.
Tax Compass EngineVerified
›▌
Trusted by the future of accounting
Built specifically for the accounting profession — where AI adoption meets professional accountability.
250,000+
Accounting & finance professionals in Australia
A$31B
Australian accounting & tax services market
A$1.3B
Serviceable market, growing ~6.7% / yr
7
Connected workflows in one platform
01 · The opportunity
A multibillion-dollar industry ready for reinvention.
Despite billions invested in accounting software, professional knowledge work remains fragmented. Professionals still spend countless hours researching legislation, interpreting regulations, preparing documentation and managing compliance across disconnected systems.
Tax legislation
ATO guidance
SMSF compliance
Trust administration
Entity structuring
Corporate obligations
Professional opinions
Knowledge is hard to share
Expertise sits inside individuals rather than the firm.
Risk keeps rising
Documentation and compliance are handled after the fact, not by design.
Knowledge_Mapping_System
Fragmented professional knowledge
Synthesising…
Knowledge scattered across disconnected systems, documents and inboxes.
Tax Compass brings everything together into one intelligent platform — helping firms work faster, reduce risk and deliver more value to every client.
02 · Why now
A generational shift is underway.
Three major trends are transforming the accounting profession.
Tax Compass sits at the intersection of these trends, providing the trusted intelligence infrastructure the profession needs.
03 · Platform
One intelligent platform. Every professional workflow.
Tax Compass does not replace accountants. It empowers them, with every stage of the advisory process inside one connected platform.
Grounded answers01
AI Research
Grounded research backed by legislation, rulings and authoritative guidance.
Human in the loop02
Professional Verification
Qualified tax lawyers review higher-risk matters when additional certainty is required.
One workflow03
AI-Assisted Legal Documents
Generate professional-quality legal and compliance documents through one streamlined workflow.
Question to outcome04
Workflow Automation
Transform research into documentation, compliance actions and client-ready outcomes.
Client protection05
Audit Assurance
Protect clients with professional audit representation, technical support and audit-ready documentation.
Full traceability06
Complete Audit Trail
Every interaction is recorded, providing transparency, accountability and compliance confidence.
One assistant for the whole firm — matter-aware from the first prompt.
04 · How Tax Compass works
From question to outcome.
Faster delivery, without compromising professional standards.
- 01
Ask
Users submit questions in natural language.
- 02
Research
Tax Compass retrieves relevant legislation, rulings and guidance.
- 03
Analyse
Artificial intelligence generates a grounded response.
- 04
Validate
Confidence scoring and supporting authority are presented.
- 05
Verify
Complex matters can be reviewed by tax lawyers.
- 06
Execute
Outputs become documents, workflows and compliance actions.
- 07
Record
Every interaction is captured through a complete audit trail.
05 · Trust & accuracy
Built on trust. Designed for professionals.
Generic AI delivers answers. Tax Compass delivers confidence. Every response is grounded in authoritative sources, supported with citations and strengthened through professional verification when required.
Grounded Retrieval
Responses based on authoritative sources.
Source Validation
Supporting authority on every answer.
Confidence Scoring
Reliability shown for each response.
Professional Verification
Human expertise when certainty matters.
Audit Trails
Every action transparent and traceable.
Because accounting professionals don’t just need speed — they need certainty.
06 · Points of difference
Why Tax Compass wins.
Unlike traditional research platforms or generic AI assistants, Tax Compass combines every critical component of professional advisory work.
AI-powered research
Professional tax lawyer verification
AI-assisted legal documents
Workflow automation
Compliance management
Audit Assurance
Complete audit trail
Enterprise integrations
This integrated approach creates higher customer retention, stronger recurring revenue and significant competitive defensibility.
07 · Investment highlights
Built for enduring growth.
Tax Compass has been designed as a scalable SaaS platform with multiple recurring revenue streams.
Subscription Revenue
Flexible plans for solo practitioners, firms and enterprise customers.
Professional Verification
Specialist legal review services.
Legal Documents
AI-assisted trust, SMSF and corporate documentation.
Audit Assurance
Annual protection subscriptions that generate recurring income.
Enterprise Solutions
Custom integrations and workflow automation for larger organisations.
Together these create a diversified, high-margin revenue model built for sustainable growth.
08 · Market opportunity
Built for Australia. Designed for the world.
The same challenges affecting Australian accounting firms exist globally: rising complexity, regulatory pressure and growing demand for intelligent professional software.
Australia
Launch market — 250,000+ professionals across thousands of firms.
New Zealand
Adjacent regulatory environment and shared practice software.
United Kingdom
Large advisory base with rising compliance complexity.
Canada
Comparable professional structures and audit exposure.
Singapore
Regional hub for cross-border advisory work.
United States
Largest global market for professional tax intelligence.
Following Australian expansion, Tax Compass is positioned to enter each market using a repeatable go-to-market strategy.
09 · Traction & roadmap
Early market validation.
From launch to national scale on a disciplined, capital-efficient path.
36
Paying firms
54
Active users
1000+
Questions asked
1000+
Verification requests
1000+
Documents delivered
A$1.5M
Annual recurring revenue
7.7%
Month-on-month growth
Phase one
Research & verification
AI research at scale · lawyer verification flow
Phase two
Documents & integrations
Document automation · practice software integrations
Phase three
Audit Assurance
Protection at scale · firm revenue programs
Phase four
Practice intelligence
Analytics & insights · workflow automation
Phase five
Global expansion
Multi-jurisdiction engine · international markets
10 · Customer impact
Delivering measurable value.
Tax Compass improves operational efficiency and lasting client value.
Reduce research time
Respond to clients faster
Improve consistency across teams
Lower compliance risk
Increase profitability
Scale without increasing headcount
11 · Leadership
Built by professionals who understand the problem firsthand.
Tax Compass combines deep expertise across tax law, legal services, artificial intelligence, automation and commercial growth.
Saurabh Gupta
Co-Founder · Head of Tax & Commercial Law
Former ATO Legal CounselFormer ATO Legal Counsel, commercial lawyer, tax specialist and founder with extensive experience advising businesses, professionals and private clients on complex legal and tax matters. Saurabh brings rare insight into the legal interpretation and practical application of Australia's tax system.
He leads Tax Compass's product strategy, legal architecture and professional verification, ensuring every outcome is trusted, defensible and aligned with the standards expected by accounting professionals.
His deep practitioner experience drives the platform's vision for modernising professional tax advisory.
Scott Bouquet
Co-Founder · Head of Marketing & AI Systems
Digital marketing & e-commerceDigital marketing strategist, online business growth specialist and AI systems architect with extensive experience building, scaling and commercialising technology-driven businesses.
Scott has led digital strategy, e-commerce and growth initiatives for major brands and organisations, including Care n help, Chubb, Yarpa, Pickle, Property Buyer, DM Jewellers and a range of high-growth Australian businesses.
At Tax Compass, he leads brand strategy, product adoption, AI systems development and commercial growth, applying automation, data and emerging technologies to create scalable competitive advantages and accelerate the platform's market expansion.
Together, they bring the legal expertise and commercial capability required to build the intelligence platform for accounting professionals.
12 · Vision
Building the operating system for accounting professionals.
Yesterday’s firms relied on fragmented research. Tomorrow’s firms will rely on intelligent systems.
Today
Xero became the system of record for accounting data.
Our vision
Tax Compass becomes the system of intelligence that powers professional accounting workflows.
Invest
Invest in the future of professional intelligence.
Tax Compass is creating a new category at the intersection of artificial intelligence, tax expertise and workflow automation. This round will accelerate product development, expand market adoption, strengthen professional verification services and prepare the platform for international expansion.