AI TOOL PROFILE
Admiin Review: Tax Agent and Business Admin Software
- Finance and Accounting
- Tax Software
- Australian tax agents
- Accountants
- Bookkeepers
- Small business owners
- Professional services firms
Pricing
Plans range from a free Basic tier to Essentials at $55/month and Pro at $120/month. Credit card processing fees range from 2.2% to 2% depending on the selected plan.
At a glance
- Best for
- Australian tax agents, Accountants, Bookkeepers, Small business owners, Professional services firms
- Key use cases
- Tax Return Lodgement Workflows, Engagement Letter Management, Bill and Invoice Collection, Compliance Monitoring
- Integrations
- Xero
- Official website
- Visit Admiin official website
How AI is used
Admiin is an Australian-based administration platform designed to handle the paperwork and payment side of tax and accounting practices. It combines digital signatures, invoicing, and payment collection into one system, which may help reduce the need for manual follow-ups with clients.
The tool is designed for tax agents, accountants, bookkeepers, and small business owners. It focuses on the workflow between the professional and the client, from sending engagement letters to collecting payments for tax lodgements.
Beyond signatures, the platform includes AI-powered OCR scanning to help auto-fill document details and a two-way integration with Xero to keep financial records updated. It also supports specific Australian requirements, such as AUSTRAC AML/CTF compliance checks and ATO payment plan management.
Buyers should confirm which plan they need based on their monthly document volume, as the basic and mid-tier plans have limits on the number of documents that can be signed per month.
Key Features
AI-Powered OCR Scanning
Uses OCR technology to scan documents and auto-fill details to help reduce manual data entry.
Digital e-Signatures
Allows clients to review and sign contracts, engagement letters, and tax documents digitally.
Automated Client Reminders
Sends automated SMS and email nudges to clients who have not yet signed or paid.
AUSTRAC AML/CTF Compliance
Includes integrated KYC and compliance checks to support accountants with AUSTRAC requirements.
Xero Two-Way Integration
Syncs invoices and payments with Xero to help avoid double-handling of data.
ATO Payment Plan Management
Supports the submission and management of ATO payment plans directly within the platform.
Custom Invoice Templates
Provides customizable templates for invoicing and engagement letters.
Use Cases
Tax Return Lodgement Workflows
Managing the process of sending tax documents for client signature and collecting the associated payment.
Engagement Letter Management
Sending professional engagement terms and tracking when they are viewed and signed by clients.
Bill and Invoice Collection
Using OCR to capture bills and sending invoices to clients with flexible payment options.
Compliance Monitoring
Performing AML/CTF checks to meet regulatory requirements for accounting firms.
Integrations
- Xero
FAQ
Who is Admiin designed for?
- Admiin is designed for Australian tax agents, accountants, bookkeepers, and small business owners who need to manage client documents and payments.
Does Admiin have a free version?
- Yes, Admiin offers a Basic plan at $0/month, though it limits users to 4 signed documents per month and provides 500MB of storage.
What AI features does Admiin include?
- Admiin includes AI-powered OCR technology that scans documents and automatically fills in details to help reduce manual data entry.
Does it integrate with accounting software?
- Admiin features a two-way integration with Xero, which helps sync invoices and payments between the two platforms.
Source category: Finance & Accounting
Source subcategory: Tax Software
More tools in Finance & Accounting
Other published listings in the Finance & Accounting category.
More tools in the Tax Software software type
Related listings that share the same software type for comparison and shortlisting.
