For accountants whose clients own investment property
Clients send it all.
You make the call.
Voice notes, photos, a zip of who-knows-what: clients send it however they like. Kee chases what's missing, checks it against the ATO and gets the signatures. When rates move, the numbers are already done. You just approve.
No sign-up. The family in the demo, three rental properties and all, is made up.
A scene from the demo
Clients ask. Kee does the legwork. You sign off.
- 1Client1 zip
A file missing? Kee goes and gets it.
Kee reads every document and chases only what's missing. Here, that's one renovation invoice.
- 2YouTap “Confirm”
Numbers match? One tap and you're done.
4 items match the ATO pre-fill and the missed interest is added back. The detail is there if you want it.
- 3ClientSign on the phone
No printing, no posting. Sign and it's lodged.
Each partner signs on their own phone. Once both have signed, it goes to the ATO and the receipt number lands in the group chat.
- 4Kee$198 a month less
Rates up? The maths is already done.
Kee suggests a rate review on loan L3, worth about $336 a month. You tap “Send”.
Less chasing. More actual accounting.
Stop chasing paperwork
Texts, voice notes, screenshots, zips: Kee takes whatever clients send and follows up on what's missing, politely and persistently.
Ready if the ATO asks
Every figure links back to the exact line it came from. If something's missing, Kee says so. It never guesses. Nothing is lodged until you approve.
Useful all year, not just at tax time
A rate rise, a fixed term ending, a new car: Kee spots it first, so clients hear from you before they think to ask.
From the same file, Kee can also…
- New car: compare leasing and buying, side by side.
- Super insurance: see the cover and what it costs.
- Loan interest: split by purpose, so you know what's deductible.
- Selling a property: cost base worked out in advance.
- Fixed rate ending: a heads-up before it rolls off.
- Year in review: everything done for the client, on one page.
FAQ
Do clients need to download anything?
No. They keep using WhatsApp: messages, voice notes, photos, zips or a forwarded email. You're the only one with an app.
Will Kee lodge anything without me?
No. You tap “Confirm”, the clients sign on their phones, and only then does Kee lodge with the ATO. The chasing and checking it does on its own.
Does it understand voice notes?
Yes, in English, Mandarin or Cantonese. Kee transcribes each one and files it against the right client.
Where do the numbers come from?
Every number links to the line in the source document it came from, one tap away. If a document is missing, Kee tells you. It never fills the gap with a guess.
Kee's ground rules
- Nothing is lodged without your approval
- Financial product advice goes to a licensed adviser
- Every number shows its source
Got a client who's hard work? Let Kee have a go.
We're running a free pilot with a handful of practices. Send us the documents today and get a workpaper back within 24 hours, with a source for every figure.
✉️ Email us about the pilot