Airtight for Accountants · free for tax agents at launch

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

AI-assisted R&DTI claim preparation that lands in your inbox ready to review. 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-panel 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 (AI-assisted classification, evidence linkage, draft Schedule + AusIndustry registration).
  • · 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 panel · We introduce you to clients

Join the Airtight Accounting Practice panel.

  • · Customers without an existing tax agent are introduced to a partner practice from the panel.
  • · You see the prepared claim before accepting. Decline anything that's not a fit.
  • · 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 the introduction; you do not pay Airtight for the lead.
  • · This is lead-generation we provide as a free service — because tax-agent-reviewed claims are the product, and we need a good panel for customers who don't have one.

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 free trial 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-panel listing. No per-claim fee. No subscription. You pay Airtight nothing.

Less prep, same fee

The classification + evidence-linkage + draft Schedule arrive done. You review, refine, sign. Your fee stays your fee.

Defensible audit trail

Every AI suggestion, every reviewer action, every evidence link — cryptographically receipted. If AusIndustry asks, you have a chain, not a memory.

Free leads from the partner panel

Customers without an agent are introduced to a panel firm. Airtight takes no fee for the introduction.

You stay the tax agent

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

Practice-management upside

Once you're in for R&DTI, the rest of the practice-manager tier — XPM parity, time tracking, WIP, client portal — is one toggle away.

XPM → Airtight

Every Xero Practice Manager feature. One licence. One database. One Bella.

We show the parity matrix publicly because firm-owners are tired of marketing hand-waving. Green status = live today. Amber = in private beta (ship Q4 2026). No promises we can't keep.

XPM feature Client CRM (contacts, custom fields, relationships)
Airtight commitment Native, same DB as client books
Unfair edge Zero sync — XPM polls Xero via API; ours is one database
SHIPPED
XPM feature Job management (stages, recurring jobs)
Airtight commitment Bella-auto-created jobs per filing calendar
Unfair edge Bella drafts the BAS/VAT before staff opens the job
SHIPPED
XPM feature Time tracking (staff × client × task)
Airtight commitment Auto-timer on open documents
Unfair edge XPM manual timer → ours auto-detects active work session
SHIPPED
XPM feature WIP → Bill (time to invoice)
Airtight commitment One-click, posts to firm's own Airtight books
Unfair edge XPM posts WIP to Xero (sync lag) — we're direct
SHIPPED
XPM feature Document management
Airtight commitment Crypto-sealed versions — prove doc-state at filing
Unfair edge XPM has zero cryptographic integrity; ATO will require this post-2027
PRIVATE BETA Q4 2026
XPM feature Staff productivity (utilisation, recovery, profitability)
Airtight commitment Built-in + Bella narrates in plain English
Unfair edge "Sarah's recovery dropped 8% this quarter — 3 BAS jobs ran 2× budget"
SHIPPED
XPM feature Pipeline / Quote management
Airtight commitment Ignition-style proposal-to-engagement
Unfair edge XPM has no proposals; firms pay Ignition $300/mo extra — ours bundled
PRIVATE BETA Q4 2026
XPM feature Calendar / scheduling
Airtight commitment Compliance calendar — every client's due dates, one view
Unfair edge Client-agnostic in XPM; ours is jurisdiction-aware (AU + NZ)
PRIVATE BETA Q4 2026
XPM feature Workflow templates (BAS, Tax, GST, payday filing)
Airtight commitment 40+ templates shipped, customisable per firm
Unfair edge Trans-Tasman day one — AU + NZ
SHIPPED
XPM feature Reports (WIP, Aged AR, staff & client profitability)
Airtight commitment Every report Bella-narrated with anomaly flags
Unfair edge Plain-English summaries vs XPM's table exports
SHIPPED
XPM feature Tax manager (ATO + IRD lodgement)
Airtight commitment Direct e-lodgement, bundled — not an add-on
Unfair edge XPM-Tax is $60/mo extra; ours is included
PRIVATE BETA Q4 2026
XPM feature Client portal (secure doc exchange, e-sign, payment)
Airtight commitment First-class product, not an afterthought
Unfair edge XPM portal is widely disliked; ours replaces Ignition + DocuSign + Stripe
PRIVATE BETA Q4 2026

Legend — SHIPPED live today · PRIVATE BETA Q4 2026 on the waitlist · PLANNED 2027 on the roadmap.

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
SHIPPED
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)
SHIPPED
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
SHIPPED
Bank Rules with Suggest-mode dry-run
Run rules in suggest mode to preview matches before promoting to auto-apply; per-rule match-count telemetry
Xero is Auto-Apply only — you discover bad rules in prod after they've mis-coded transactions
SHIPPED
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
SHIPPED
Triple-entry crypto receipt on every reconcile
Ed25519-signed, SHA-256 content-hashed, Merkle-chained receipt emitted on every match group — offline-verifiable + tamper-evident
Xero has zero cryptographic integrity on reconciliation; auditors will start requiring this post-2027
SHIPPED

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 work-paper signed. When the ATO audits your firm in 2028 and asks "did you change those books after filing?" — you hand them a receipt chain. XPM has no cryptographic integrity.

Bella for the whole firm

Not "AI tagged to a feature". A senior-accountant-brain reviewing every staff member's work in real time, drafting returns, chasing clients for documents. XPM has no AI layer. Bolt-on impossible.

Multilingual practice surface

Practice staff work in en-AU / en-NZ; client-facing portals + receipts available in EN, Arabic, Mandarin, Vietnamese, Hindi — the languages AU/NZ small businesses actually run in. XPM is English-only.

Unified data with client books

XPM → Xero sync fails weekly. Airtight Practice and Airtight client-books run off the same database. Sync errors eliminated entirely.

Proposals + engagements + billing

One flow. Ignition, Practice Ignition, ChangeGPS all add-ons in the XPM stack. Airtight bundles them.

Setup in minutes, not weeks

Import your XPM clients via CSV or Xero API bridge. Templates pre-loaded for AU + NZ. Bella runs the onboarding as a guided chat.

Unlocked at the practice tier

The firm-side features. Already live.

The practice-tier licence gates these features — already built into the app. No separate product, no second login, no data sync.

Tree-style client access

All your clients in one sidebar. Switch context in under 2 seconds. Tier-gated RBAC: principal / manager / senior / staff / admin.

Engagements & workflows

Every client has engagements (tax / BAS / bookkeeping / payroll / audit / advisory / SMSF / trust). Engagements run standard workflows with stages, SLAs, auto-triggers.

Time entries + WIP

Log time against client × engagement × task. Convert WIP to practice invoice in one click. Billable vs non-billable, rate overrides, utilisation.

Client health scores

Per-client 0-100 score. Bella flags deteriorating clients before you notice.

ATO + IRD lodgement tracker

BAS (monthly / quarterly / annual), ITR (individual / company / trust / SMSF / partnership), NZ IR3/IR4/IR526, IRD payday filing. Status, due dates, lodgement references — both sides of the Tasman in one view.

AML/CTF compliance

AML verification per client, risk ratings, next-review dates, AUSTRAC-ready audit trails.

Practice templates

Email / letter / checklist / engagement-letter templates. Shared across your firm; staff inherit.

Cryptographic proof of work

Every work-paper, every journal, every filing — signed. When the regulator asks "did the file change after lodgement?", you answer with a signature, not a promise.

Pricing

Free for tax agents at launch.

Free advisor seat. Free partner-panel listing. No per-claim fee. No subscription. The customer pays Airtight a subscription; you pay us nothing. When you're ready to use the full practice-manager tier for your own book, pricing is well below XPM — but that's optional, not required.

Those who know, know.

Move one client. See the difference.