Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our platform allows you to seamlessly integrate your financial information into customizable blocks for effortless planning. With the ability to bulk categorize, establish rules, and manage transfers, you can ensure your data is organized and pristine. While maintaining distinct financial accounts, you can view everything in one unified interface. The information is pulled in real-time from your financial accounts. Begin easily by inserting blocks using a Notion-style document editor, where you can tailor your workspace to fit your needs. Fina collaborates with trusted third-party data service providers, such as Plaid, to securely link you to your financial institutions with top-notch security standards. Rest assured, our servers do not store or have access to any of your financial account credentials. We operate under a read-only access model, retrieving your data only when necessary. Importantly, we do not possess the capability to transfer funds or access your financial information without your explicit consent, ensuring your privacy and security remain intact. This commitment to safety and transparency allows you to manage your finances with confidence.
Description
TaxTank is an all-encompassing software solution tailored for the Australian market, designed to assist individuals, investors, and sole traders in effectively managing their financial activities while optimizing their tax submissions. With features like live bank feeds, users can conveniently monitor their income, expenses, investments, properties, and budgets from a single, unified platform. It also provides tools for overseeing property portfolios, trading in cryptocurrency and shares, and tracking work-related expenses, ensuring that all eligible deductions are automatically calculated. Additionally, TaxTank offers secure document storage, allows sole traders to keep track of their business activities, and generates real-time tax reports for better financial insight. Collaboration is made easy as users can invite their accountants, financial advisors, and property groups to join them in making informed decisions. Specifically designed to adhere to Australian tax regulations, TaxTank not only simplifies the tax preparation process but also enhances transparency throughout financial portfolios, ultimately alleviating the pressures tied to personal finance management and tax compliance. This comprehensive approach empowers users to take greater control of their financial future by providing them with the necessary tools and resources.
API Access
Has API
API Access
Has API
Integrations
Araya by Cotality
Basiq
Sharesight
Pricing Details
$8 per month
Free Trial
Free Version
Pricing Details
$6 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fina
Country
United States
Website
fina.xyz/
Vendor Details
Company Name
TaxTank
Founded
2019
Country
Australia
Website
taxtank.com.au