AI-assisted compliance & tax returns
Make compliance season feel a lot less like compliance season.
From individual tax returns through to year-end compliance for companies and trusts, give your team practical, secure processes that reduce repetitive preparation, standardise outputs and move work through review more efficiently.
What it covers
Prepare individual tax returns and year-end compliance work faster, with greater consistency.
Two of the most repetitive jobs in any firm, supported in the same secure workspace — so the same standard applies whether it's a one-page return or a full set of accounts.
Individual tax returns
High-volume, deadline-driven work. Source documents are read and summarised, income and deduction schedules drafted, and missing items flagged as queries — so preparers work through more returns to a consistent standard.
Year-end compliance
The bigger annual job for companies, trusts and partnerships. Balance sheet and material P&L accounts are linked to supporting reports and workpapers, ready for the reviewer to apply judgement and sign off.
The process
Three stages, from source documents to review.
The same three stages apply to an individual tax return and to a full year-end file. Your team keeps control throughout — Dojo assists with the preparation and assembly; the judgement and sign-off stay with your accountants.
Set up the file
Source documents and reports are linked to each return item, balance sheet account and material P&L item.
Prepare workpapers
Supporting workpapers are drafted from that data. Your team adds context and logs queries.
Move it through review
A consistent, complete file reaches the reviewer with unresolved items summarised.
A real Dojo workspace preparing a compliance file, start to finish.
Reduce repetitive preparation
Source documents and reports are mapped and supporting workpapers drafted — on a tax return or a full year-end file — so preparers start from a structured file rather than a blank one.
Standardise work across the team
The same format, the same evidence trail, the same query register — on every return and every year-end job, regardless of who prepares it.
Free senior review capacity
Reviewers see a complete file with exceptions surfaced, so their time goes to judgement and sign-off instead of rework.
Professional control
A controlled firm workspace, not a public AI tool.
Dojo is an Australian-hosted workspace built for firms handling confidential client and financial information every day. Your partners keep oversight of who can access what, and every output stays reviewable.
Australian-hosted
Firm data stored and processed in Australia.
No training on your data
Client content is never used to train models.
Role-based access
Partner-level control over teams and permissions.
Reviewable outputs
Every workpaper traces back to its source evidence.
Getting started
Start using AI for accounting work in days, not months.
No lengthy implementation project. Start with one process, one team or one client file, then build from there.
Today
See Dojo in action
Book a practical demo with your firm's files in mind.
Next
Get access and choose a process
Begin with the work that matters most — tax returns, year-end or BAS/IAS.
Then
Start preparing real work
Expand at your own pace as your team finds its rhythm.
See tax returns and year-end compliance run in your firm's workspace.
A 30-minute walkthrough using the kind of returns and year-end files your team prepares every year.
14 days free. No credit card required.