Pool Perfect

Pool Perfect is your firm’s new automation ally, designed to seamlessly close out every taxpayer’s tax pooling position using Inland Revenue and Tax Traders data.

 

Say goodbye to manual pooling reconciliations and hello to effortless year-end closure.

Built for accuracy. Powered by IR data.

Pool Perfect uses real-time Inland Revenue and Tax Traders pooling data to ensure every transaction is validated, reconciled, and compliant. It’s backed by our proprietary Defender validation engine that runs more than a dozen checks across each transaction to guarantee every move aligns with IR’s requirements.

No more chasing balances, calculating refunds or worrying about missed deadlines. Just precision, speed and peace of mind. Access refunds for your clients without needing to file returns, editable purchases and payment plans are automatically generated and year-end tax pool transfers made based on filed returns.

Deliver enterprise level service at a fraction of the cost.

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Why you'll love Pool Perfect

  • Automatically reconciles all pooling transactions for the income year.

  • Identifies overpayments and initiates refund processing – no manual input required.

  • Eliminates the risk of IR interest and late payment penalties across your client base.

  • Saves hours of year-end admin and reduces compliance stress.

  • Turns a once-complex process into a simple, scalable solution.

Why your clients will love Pool Perfect

  • Avoid costly interest and penalties.

  • They have greater control over their tax payments.
  • Receive refunds faster, with zero hassle and without needing the return to be filed.
  • Trust their accountant to handle year-end like a pro.

Pricing

Pool Perfect
 
$39 per month (for client list of 500 or fewer clients) 

$69 per month (for client list between 501 and 1,500 clients)
 
$99 per month (for client list between 1,501 and 3,000 clients)

$129 per month (for client list of more than 3,000 clients)

- Tax purchase opportunities identified and prepared the next day
- Keeps clients ahead of deadlines
- Get the benefits of tax pooling without increasing workload

 

 

 

Pool Perfect Plus (includes Taxi Flex)
 
$69 per month (for client list of 500 or fewer clients)

$129 per month (for client list between 501 and 1,500 clients)
 
$179 per month (for client list between 1,501 and 3,000 clients)

$229 per month (for client list of more than 3,000 clients)

Everything Pool Perfect has to offer, plus:
- Tax Purchases give clients access to low-cost loans to support their business

Ready to experience what Pool Perfect can do for your firm?

Join our Early Adopters programme to discover how Pool Perfect can help your firm improve efficiencies and provide value to your clients.

Register
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