Airtight for Accountants · free for tax agents at launch

Bring your clients' R&DTI claims to Airtight. We do the prep. You approve.

R&DTI claim preparation, ready for you to review inside Airtight. You lodge through your own ATO Online Services under your Tax Practitioners Board registration. Your client stays the claimant. Nothing changes about your professional duty — except how much time you spend on the prep.

Free advisor seat · Free partner-directory listing · No referral fees to or from Airtight

R&DTI workflow · TPB(GS) 14/2011 ¶20 review-before-transmission

Two ways tax agents work with Airtight.

Airtight is preparation software. Every R&DTI claim is reviewed and lodged by a registered tax agent under their own TPB registration. We're explicit about how the work flows — because the regulator is.

Lane A · Default · Client brings you in

Your existing client invites you into Airtight.

  • · Client signs up to Airtight and connects their accounting platform + R&D evidence.
  • · Airtight prepares the claim (suggested classification, evidence linkage, Schedule data and registration details).
  • · Client invites you in via in-product invite. You get a free advisor seat — read everything, edit anything, run your own diligence.
  • · You review, sign off, and lodge through your own ATO Online Services. Your TPB registration carries the substantive professional duty.
  • · Client = claimant. You = registered tax agent. Airtight = preparation software.
Lane B · Partner directory · Customers find you

Get listed in the partner directory.

  • · Customers without an existing tax agent can browse the partner directory and contact a firm through its website.
  • · The directory lists firms that have verified their email and been reviewed by Airtight. In-product introduction requests are not available yet.
  • · The customer contracts directly with you for review and lodgement. Your engagement, your fees, your terms.
  • · No referral fee in either direction. Airtight does not receive any fee from you for a listing; you do not pay Airtight for a lead.

Airtight is not a registered tax agent and does not provide tax, legal or financial advice. All R&DTI claims are reviewed and lodged by registered Australian tax agents under their own Tax Practitioners Board registration.

For your firm

Every client who joins Airtight is a preview of your firm's R&DTI capability.

Your client invites you in. You see how the prep flow works. If you like it, you bring your other R&DTI clients in too — same workflow, same review surface, same lodgement path. The product earns the rest of your book client by client.

Free for tax agents at launch

Free advisor seat. Free partner-directory listing. No per-claim fee. No subscription. You pay Airtight nothing.

Less prep, same fee

The suggested classification, evidence linkage and Schedule data arrive ready to review. You review, refine, sign. Your fee stays your fee.

Defensible audit trail

Evidence links and reviewer actions are recorded against the program, and every journal posted to the books carries a signed receipt. If AusIndustry asks, you have a record, not a memory.

Partner directory listing

Customers without an agent can find you in the partner directory. Airtight takes no fee for the listing.

You stay the tax agent

TPB registration, professional duty, engagement, fees — all yours. Airtight is software. You are the agent.

Practice-management upside

The practice tier adds the client roster, engagements and lodgement tracker. Time, WIP and workflow screens are not available yet.

XPM → Airtight

Practice tools on the same ledger as the client books. One Bella.

We show the parity matrix publicly because firm-owners are tired of marketing hand-waving. Green = available today. Amber = partly built. Purple = planned, with no date. Rows that are not built say so.

XPM feature Client CRM (contacts, custom fields, relationships)
Airtight commitment Contacts and engagements in the same database as the client books
Unfair edge One database — nothing to sync between practice and books
PARTIAL
XPM feature Job management (stages, recurring jobs)
Airtight commitment Workflow screens with stages and recurring jobs
Unfair edge Not available in the app yet
PLANNED
XPM feature Time tracking (staff × client × task)
Airtight commitment Time entries against client, engagement and task
Unfair edge Not available in the app yet
PLANNED
XPM feature WIP → Bill (time to invoice)
Airtight commitment Convert unbilled time to an invoice in the firm's own Airtight books
Unfair edge Backend only today (through Bella); no screen yet
PLANNED
XPM feature Document management
Airtight commitment Versioned documents with a signed receipt per version
Unfair edge Not built yet
PLANNED
XPM feature Staff productivity (utilisation, recovery, profitability)
Airtight commitment Utilisation and recovery reports
Unfair edge Not built yet
PLANNED
XPM feature Pipeline / Quote management
Airtight commitment Proposal-to-engagement flow
Unfair edge Not built yet
PLANNED
XPM feature Calendar / scheduling
Airtight commitment Compliance calendar with every client's lodgement due dates
Unfair edge Read-only lodgement tracker, derived from clients' BAS drafts
PARTIAL
XPM feature Workflow templates (BAS, Tax, GST, payday filing)
Airtight commitment Standard workflow templates, customisable per firm
Unfair edge Not built yet
PLANNED
XPM feature Reports (WIP, Aged AR, staff & client profitability)
Airtight commitment Practice-level WIP and profitability reports
Unfair edge Client-level reports exist; practice-level reports are not built yet
PLANNED
XPM feature Tax manager (ATO lodgement)
Airtight commitment Lodgement tracker. Returns are prepared in Airtight and lodged by you
Unfair edge Airtight does not lodge with the ATO
PARTIAL
XPM feature Client portal (secure doc exchange, e-sign, payment)
Airtight commitment Customers view and pay invoices and respond to quotes
Unfair edge No document exchange or e-signature yet
PARTIAL

Legend — AVAILABLE today · PARTIAL some of it is built · PLANNED not built yet.

Plus — your clients' bank reconciliation, rebuilt

Xero's reconcile screen, beaten on six axes. Less time cleaning up client books, more time on advisory.

Bank reconciliation is where 60% of staff hours go on a typical BAS month. The Airtight reconcile engine — shipped end-to-end May 2026 — closes the Xero parity gap and, on six axes, beats it. Same data model your clients already understand; the difference is in the suggestion intelligence and the receipt chain.

Xero (books) capability
Airtight commitment
Unfair edge
Status
1-to-N invoice match with auto-fees
Match one Stripe / Square / PayPal payout to N invoices in one click; processor fee auto-coded to a Stripe-Fees expense line
Xero needs Find & Match → Adjust by amount → manual fee coding per deposit; ours is one click
AVAILABLE
Per-bank-line invoice suggestions
Top-3 ranked candidates per bank tx with confidence score + signal trace surfaced inline
Xero shows a green OK or nothing — no confidence, no reasoning. Ours explains why each suggestion fired (amount-exact / inv-number-in-description / contact-match / processor-envelope)
AVAILABLE
17-processor fee envelopes out of the box
Stripe / Square / PayPal / Pinch / Adyen / GoCardless / Afterpay / Klarna / Zip / Eway / Tyro / PayWay / Braintree / Worldpay / Mollie / Authorize.Net + generic MERCHANT fallback — each with its own per-processor fee tolerance
Xero requires a separate Bank Rule per processor and per-rate change; ours ships the catalog as data
AVAILABLE
Bank Rules with a dry run
Preview a rule against recent bank lines before it applies; per-rule match counts
Xero is Auto-Apply only — you discover bad rules in prod after they've mis-coded transactions
AVAILABLE
Own-account Transfer detection
Bank A debit + Bank B credit on ±1 day at same amount auto-paired as a Transfer; one-click reconcile posts the cross-account JE + dual-side match
Xero Transfer tab requires manual lookup across both bank lines and a hand-written Dr/Cr
AVAILABLE
Signed receipt when a reconcile posts
An Ed25519-signed, SHA-256 hash-chained receipt is emitted when a reconciliation posts a journal entry — tamper-evident, verified inside Airtight
Xero has no cryptographic integrity on reconciliation
AVAILABLE

All six rows shipped May 2026 — the engine that powers your clients' reconcile screen is the same engine you'll use across their books at month-end.

What XPM can't do

Six things a legacy platform can't bolt on.

Triple-entry cryptographic proof

Every journal entry posted to a client's books gets a signed, hash-chained receipt. If a regulator asks whether the books changed after filing, you can verify the chain. XPM has no cryptographic integrity.

Bella for the whole firm

Bella reads a client's books on request and drafts entries and returns for your approval, showing what she did. She works when someone asks; she does not review staff work or chase clients in the background.

English and Arabic

The interface works in English and Arabic, with right-to-left layout. XPM is English-only.

Unified data with client books

Airtight Practice and the client books run off the same database, so there is no practice-to-books sync to fail.

Engagements and billing together

Engagements and invoicing share one system. Proposals and e-signature are planned.

Straightforward setup

Connect Xero or upload CSV exports for each client's books. Bella can walk you through the first steps in chat.

Unlocked at the practice tier

Firm-side features available today.

These are built into the app and gated by the practice tier. Time and WIP, AML/CTF and workflow screens are not available yet.

Client roster with consent

All your clients in one list. A client's consent and your staff assignment decide who can work in their books.

Engagements

Open engagements per client (tax, BAS, bookkeeping, payroll, audit, advisory, SMSF, trust) and track their status.

Lodgement tracker

A read-only queue of BAS lodgements across your consented clients, derived from their BAS drafts. You lodge with the ATO yourself.

Tax-software exports

Bundle a Xero Tax-ready ZIP (trial balance and general ledger CSVs per client) for year-end.

Receipts on posted journals

Every journal entry posted to a client's books gets a signed, hash-chained receipt. When someone asks whether the books changed after lodgement, you can verify the chain.

Pricing

Free for tax agents at launch.

Free advisor seat. Free partner-directory listing. No per-claim fee. No subscription. The customer pays Airtight a subscription; you pay us nothing. When you are ready to use the practice tier for your own firm, see the pricing page — it is optional, not required.

Free advisor seat · No referral fees

Move one client. See the difference.