How Ashalna TaxPractice Works
From setup to lodgment — four steps to a practice that runs itself during tax season.
Four Steps to a Smarter Practice
Ashalna TaxPractice is designed to slot into how you already work — then automate the parts that slow you down.
Connect
Set up your practice in minutes. Connect your Outlook or IMAP email, choose your jurisdiction (Australia or US), and invite your team. Ashalna automatically configures the right document types and lodgment categories for your jurisdiction.
Collect
Create lodgment years for all your clients in bulk. Send outreach campaigns to request documents. Clients receive a magic link to your branded portal where they can upload documents and message you — no password, no app required.
Classify
As documents arrive — via email, portal upload, or direct upload — AI reads, classifies, and links them to the right checklist item on the right client’s lodgment. You review and approve with one click.
Complete
Track every lodgment through clear stages from “Not Started” to “Lodged.” Automation rules handle status updates, team assignments, and follow-up emails. Your dashboard shows what’s done, what’s in progress, and what needs attention.
A Closer Look
What happens behind the scenes at each stage.
Connect Your Practice
- Link your Outlook mailbox via OAuth or connect any IMAP/SMTP provider
- Choose your jurisdiction — AU or US — and labels, document types, and financial year formats adjust automatically
- Invite team members with role-based access (Admin, User, or Read-Only)
- Import existing clients from CSV or add them manually
Collect Documents
- Bulk-create lodgment years for hundreds of clients in one click
- Send tailored outreach emails using templates with client-specific placeholders
- Clients access a secure, passwordless portal via magic link
- Incoming emails are automatically matched to clients — AI resolves ambiguous senders
AI Classification
- Every document is read and classified using AI, with a confidence score for transparency
- High-confidence documents are automatically linked to the matching checklist item
- Lower-confidence documents are queued for your review — one-click approve or reassign
- Upload a prior-year return and AI pre-populates this year’s checklist with last year’s items
Track to Completion
- 7-stage lodgment workflow: Not Started, Reached Out, Awaiting Response, Missing Docs, In Preparation, Ready for Review, Lodged
- Automation rules trigger actions on events — assign staff, send reminders, update statuses
- Dashboard surfaces overdue lodgments, unread messages, and documents awaiting review
- Export billable activities to your accounting system when ready
Automation That Works for You
Set rules once. Let the platform handle the rest.
Event-Driven Triggers
When a client uploads a document, when a lodgment status changes, when a checklist is complete — rules fire automatically.
Smart Actions
Assign team members, change statuses, send follow-up emails, or create activities — all without manual intervention.
Bulk Operations
Create lodgments, update statuses, and assign team members across hundreds of clients in seconds.
Outreach Campaigns
Send templated, custom bulk emails to clients filtered by lodgment type, status, and financial year.
Ready to Streamline Your Practice?
Request early access and be among the first to experience Ashalna TaxPractice.