Partners

Principal partner

SavvyWise is the Australian AI for Tax Research (and more!) It acts as a high-speed intelligence partner, streamlining research across:

Federal Tax: Income tax, CGT, GST, FBT and Superannuation.
State Taxes: Payroll Tax, Transfer Duty and Land Tax.
More Compliance: Fair Work and Auditing Standards. The platform is more than just a search engine; it features specialised Workflows designed for public practice, such as the Remission Request Generator.

Founded in July 2025 by Drew Pflaum, CPA (a former director of Top 2% ranked Australian accounting firm, Munro's) and AI developer, Agastya Patel, SavvyWise has quickly become the AI Tax Research Platform of choice by the Australian accounting industry.

Important features which support SavvyWise’s position as the premier AI for Australian CAs, CPAs and IPAs include: Embedded Firm Knowledge - Each firm can upload their own material (e.g. tax training manuals, advice templates), have this information conveniently transformed into AI optimised data and then searchable by accountants within the firm.

Expert Commentary - This is exclusive expert commentary on tax legislation prepared by a highly experienced tax law firm. This ensures SavvyWise isn’t biased towards ATO interpretations, providing accountants with helpful information to make a highly informed decision in their clients’ best interests.

Team Collaboration – The ability to view shared research, continue follow up prompts and collaborate without needing to share results via email.

Experience the future of tax research today. Start your journey with a one-month free trial at savvywise.com.au/early-signup.

Platinum partner

At Pinch Payments, we believe that getting paid should be effortless. Our mission is to give businesses cash flow certainty by providing a simple, affordable, and automated payment solution that integrates seamlessly with accounting platforms like Xero, QuickBooks, and MYOB.

Designed specifically for service-based businesses, accountants, bookkeepers, and software providers, Pinch automates invoice collection, eliminating the need for manual follow-ups. Whether through direct debit, credit card payments, or flexible payment plans, we make payments hassle free so businesses can focus on what they do best.

As Xero’s highest rated payments app, we’re trusted by thousands of businesses across Australia. Our commitment to real human support sets us apart - we’re not just a tech provider; we’re a payments partner.

Let’s talk about how we can help you get paid faster and more efficiently!

Gold partners

For over 2 decades, Accountancy Insurance has been the provider of choice for thousands of firms. As accountants ourselves, we understand your needs and offer insurance products that help accounting professionals stay on top of their business.

Since its founding, Accountancy Insurance has grown to be the leading provider for tax audit insurance. Our ISO certification ensures we are operating to the highest industry standards.

Australian accountants are also benefiting from our comprehensive professional indemnity insurance; PI Shield, and in-demand cyber insurance; Cyber Shield.

To learn how your accounting firm can benefit from these popular offerings visit www.accountancyinsurance.com.au

AuditCover is the technology-driven tax audit insurance provider serving thousands of taxpayers, accountants, and small businesses across Australia. As a trusted partner to leading accounting firms, AuditCover makes tax audit fee protection faster, more secure, and delivered directly to the taxpayer.

Integrated with leading accounting software, including Xero, MYOB, and BGL, AuditCover transforms audit insurance into a seamless process for everyone, eliminating painful paperwork, lengthy setup times, and ensuring stronger data security.

More than a decade ago, two accountants looked at the future of accounting and then decided to become it. Frontline Accounting’s two Australian partners, Mark and Jon, have offshored all of their firm's work to the Philippines from the beginning – and would never do it differently.

This has piqued the interest of peers, who wanted to try the setup. Mark and Jon offered their help and sourced accounting staff in Manila for them. What initially was just a way to help colleagues, became a constant demand as a solution to capacity issues of firms in Australia. A couple of staff became close to a hundred in the first year.

Mark and Jon's experience running their own firm offshore has kept them in tune with most partners' main pain points in their accounting firm. Adding value and providing solutions has always been a top priority in every interaction which has led Frontline to service firms internationally.

Fast forward to now, Frontline Accounting is a multi-awarded offshore provider that has stayed true to its main purpose since day one. This is solving capacity issues of accounting firms worldwide.

Acis is one of Australia's leading providers of business and investment structures, specialising in setup and restructure documentation. Trusted by firms of all sizes for over 35 years to provide quality documentation for Companies, Trusts, and SMSFs. With Acis Legal; their incorporated, in-house legal practice, every document is legally vetted, ensuring the documents are legally effective and up to the latest standards. Having a single trusted provider ensures consistency across your practice by keeping deeds, constitutions, and supporting documents reliably aligned and compliant. Newly acquired clients using third-party documents are fully reviewed and brought in line with Acis standards, providing the opportunity to address any outstanding issues and maximising efficiency. From entity setups to ongoing restructures, Acis takes care of your firm’s company, trusts, and SMSF document needs, so you can focus on delivering value to your clients with confidence.

Event partners

We are dedicated to building a supportive, professional development community, for public accountants and small businesses alike. As a global Accounting body, a member of the International Federation of Accountants (IFAC) and the Accounting Professional and Ethical Standards Board we are proud to provide recognition, benefits and support to our members. At the Institute of Public Accountants it is important to us that our members don’t feel like a number. With that in mind, we have focused our attention on providing a range of resources and products to really help and support. We don’t use call centres, our CEO personally contacts new members and we have developed a new education transformation designed to bring new job-ready graduates to the workforce.

The Tax Institute is Australia's leading tax community at the heart of the tax profession with a focus on providing members with in-depth resources, professional development and networking opportunities. With over 10,000 members at the core of the tax profession, the Institute offers comprehensive education programs, cutting-edge insights, and a wide range of events tailored to today's tax professionals. The Tax Institute also plays a critical role in tax policy advocacy, connecting members with key government stakeholders to influence positive change in the industry.

Research partner

Agile Market Intelligence’s deep understanding of business audiences coupled with our robust qualitative research methodologies to produce dynamic market intelligence from the source. Our people have unparalleled expertise in respondent engagement, research methodologies, data analytics and a critical understanding of the key commercial attributes of businesses that can deliver growth and success.

We have specialists from a variety of backgrounds to help you engage, digest and action the insights we provide. They include market research experts, data scientists and chartered accountants. Coupling our rich market research expertise with access to your current, potential and prospective customers and partners, we can help you reach your business goals. Get in touch with us today for a 30-minute free consultation.

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