AI workpapers for tax firms, built with 10 founding firms.

Lodgey turns messy client documents into review-ready tax workpaper packs — with source evidence, open client questions, and risk flags attached.

We're inviting 10 accounting and tax firms to help shape the first production workflows for rental-property and sole-trader tax prep.

You bring a small batch of real client files. We help process them with you, measure the time saved, and build the workflow around how your team actually prepares and reviews tax work.

• ■10 firms only.
• ■6-week guided beta.
• ■Real client workflows.
• ■Founder-led support.

Why we're building Lodgey

Tax teams spend too much time chasing missing documents, sorting receipts, checking source evidence, and rewriting the same client questions.

Lodgey helps your team move from:

“Here's a folder of messy client documents.”

to:

“Here's a review-ready workpaper pack with evidence, questions, and risk items clearly flagged.”

Lodgey does not replace professional judgement. It prepares the file so your team can review faster, ask better questions, and keep control of the final tax position.

What Lodgey prepares

For each client file, Lodgey helps generate:

• ■Evidence-linked workpaper sections
• ■Extracted income and expense summaries
• ■Source document index
• ■Missing-information list
• ■Suggested client questions
• ■Risk and review flags
• ■Notes for accountant review
• ■Exportable review pack

For the founding program, we're focused on:

• ■Rental property clients
• ■Sole trader clients
• ■Messy document-heavy files
• ■High back-and-forth client workflows

What founding firms get

How the 6-week program works

1. Week 1 — Setup

   We onboard your firm, understand your current workflow, and choose the first client file types to test.

2. Weeks 2–4 — Sample batch

   We process a batch of 5–10 client files with your team and compare the Lodgey workflow against your current process.

3. Weeks 5–6 — Review and refine

   We review time saved, accuracy, missing-info quality, export usefulness, and what your team would need before using Lodgey more broadly.

What we ask from founding firms

We're looking for firms that want to help build the product, not just test a polished demo.

We ask that you:

• ■Run a sample batch of 5–10 real or anonymised client files
• ■Join a weekly 30-minute feedback call for the first 6 weeks
• ■Share honest feedback on what works, what fails, and what feels risky
• ■Help us understand your current tax prep and review process
• ■Tell us what would need to be true before your firm used Lodgey regularly

Our goal is simple:

Break it together before your team relies on it.

Two ways to join

Who this is for

The Founding Firm Program is best suited to firms that:

• ■Prepare individual, rental-property, or sole-trader tax returns
• ■Spend too much time chasing client documents
• ■Want cleaner workpapers before senior review
• ■Have junior staff preparing files for review
• ■Use Xero, MYOB, QuickBooks, spreadsheets, or document uploads
• ■Are open to testing AI-assisted workflows with human review

It is probably not the right fit yet if your main focus is complex groups, trusts, SMSFs, high-volume corporate tax, or fully automated lodgement.