LESS ADMIN FOR ACCOUNTANTS
Client questions
no longer a tedious admin task
Spend less time on repetitive tax research and routine client replies. Your AI tax assistant helps you explore ATO references and draft explanations, ready for your professional review.
Less repetitive admin. More time for your clients.
A first draft to get you started.
“Thanks for your question. To look into your working-from-home expenses, could you confirm your working arrangements and the records you’ve kept?”
Illustrative conversation · An accountant drafting a routine client reply
TAKE THE REPETITION OUT OF YOUR DAY
Less repetitive admin.
More time for your clients.
The same questions. Another source search. Another reply to write. Routine client enquiries can take time away from the work that needs your expertise.
Use Tru3Wealth to help with the research and drafting behind everyday tax questions, so you can focus on reviewing the answer and advising your client.
Bring research into one conversation
Explore the question and follow ATO references as you work.
Get a head start on routine replies
Turn a recurring tax enquiry into a draft explanation you can refine.
Keep your time for the judgement calls
Review the response and add the advice your client needs.
SIMPLIFY THE ROUTINE
From client question to draft reply.
Let AI help with the groundwork.
Put your expertise into the final response.
- 01
Bring the routine question
Paste or describe the client enquiry and add the relevant context.
Go to sign in - 02
Build a response with AI
Ask for an explanation or a draft reply, explore follow-up questions and check the ATO references.
Support for the research and drafting. - 03
Review, refine and respond
Apply your professional judgement, tailor the wording and use the reviewed explanation in your usual client communication.
Your review. Your client relationship.
THE ENQUIRIES THAT FILL YOUR INBOX
Familiar questions.
Less repetitive work.
Give your practice a head start on the tax questions clients ask again and again, from individual deductions to property and small business enquiries.
01Individual client enquiries
“Help me draft a reply about work-related expenses.”
Prepare a starting explanation for routine deduction enquiries, then check the details against the client’s circumstances.
Get help with a client reply02Property & investment enquiries
“Help me explain rental property tax considerations to a client.”
Get a first draft for a property or investment enquiry, with ATO references to support your review.
Get help with a client reply03Small business enquiries
“Turn this small business tax question into a clear client reply.”
Work through the enquiry in conversation and refine an explanation for the client, with your professional review guiding the response.
Get help with a client replyA LITTLE MORE CLARITY
Before you begin.
Who is Tru3Wealth for?
Tru3Wealth is an AI tax assistant for accountants who want to spend less time on the repetitive research and drafting behind Australian client tax questions. It helps you prepare responses with references to the Australian Taxation Office (ATO), ready for your professional review.
Where do the answers come from?
The assistant draws on an ATO reference collection to help answer tax questions. Follow the references provided with a response, check the source material and assess how it applies to your client’s circumstances.
How does it help save my practice time?
It helps with the repeated research and drafting behind routine client enquiries. Use the conversation to explore the issue, follow ATO references and prepare a first draft, then apply your professional judgement before responding.
How should I review an AI response?
Check the response and its sources against the client’s facts, the relevant period and your professional knowledge before using it in advice. AI responses can contain errors or omissions; your professional judgement shapes the final client response.
How do I get started?
Sign in with your Tru3Wealth account and bring a routine client question. Ask for an explanation or a draft reply, then review and refine the response. Include only information your practice is authorised to share.
PUT AI TO WORK ON ROUTINE TAX ENQUIRIES
Less time on the tedious.
More time for your clients.
Give your practice a head start on the next client question.
Open your tax assistant