Bring your clients' R&DTI claims to Airtight.
We do the prep. You approve.
AI-assisted R&DTI claim preparation that lands in your inbox ready to review. You lodge through your own ATO Online Services under your Tax Practitioners Board registration. Your client stays the claimant. Nothing changes about your professional duty — except how much time you spend on the prep.
Free advisor seat · Free partner-panel listing · No referral fees to or from Airtight
Two ways tax agents work with Airtight.
Airtight is preparation software. Every R&DTI claim is reviewed and lodged by a registered tax agent under their own TPB registration. We're explicit about how the work flows — because the regulator is.
Your existing client invites you into Airtight.
- · Client signs up to Airtight and connects their accounting platform + R&D evidence.
- · Airtight prepares the claim (AI-assisted classification, evidence linkage, draft Schedule + AusIndustry registration).
- · Client invites you in via in-product invite. You get a free advisor seat — read everything, edit anything, run your own diligence.
- · You review, sign off, and lodge through your own ATO Online Services. Your TPB registration carries the substantive professional duty.
- · Client = claimant. You = registered tax agent. Airtight = preparation software.
Join the Airtight Accounting Practice panel.
- · Customers without an existing tax agent are introduced to a partner practice from the panel.
- · You see the prepared claim before accepting. Decline anything that's not a fit.
- · Customer contracts directly with you for review and lodgement. Your engagement, your fees, your terms.
- · No referral fee in either direction. Airtight does not receive any fee from you for the introduction; you do not pay Airtight for the lead.
- · This is lead-generation we provide as a free service — because tax-agent-reviewed claims are the product, and we need a good panel for customers who don't have one.
Airtight is not a registered tax agent and does not provide tax, legal or financial advice. All R&DTI claims are reviewed and lodged by registered Australian tax agents under their own Tax Practitioners Board registration.
Every client who joins Airtight is a free trial
of your firm's R&DTI capability.
Your client invites you in. You see how the prep flow works. If you like it, you bring your other R&DTI clients in too — same workflow, same review surface, same lodgement path. The product earns the rest of your book client by client.
Free for tax agents at launch
Free advisor seat. Free partner-panel listing. No per-claim fee. No subscription. You pay Airtight nothing.
Less prep, same fee
The classification + evidence-linkage + draft Schedule arrive done. You review, refine, sign. Your fee stays your fee.
Defensible audit trail
Every AI suggestion, every reviewer action, every evidence link — cryptographically receipted. If AusIndustry asks, you have a chain, not a memory.
Free leads from the partner panel
Customers without an agent are introduced to a panel firm. Airtight takes no fee for the introduction.
You stay the tax agent
TPB registration, professional duty, engagement, fees — all yours. Airtight is software. You are the agent.
Practice-management upside
Once you're in for R&DTI, the rest of the practice-manager tier — XPM parity, time tracking, WIP, client portal — is one toggle away.
Every Xero Practice Manager feature.
One licence. One database. One Bella.
We show the parity matrix publicly because firm-owners are tired of marketing hand-waving. Green status = live today. Amber = in private beta (ship Q4 2026). No promises we can't keep.
Legend — SHIPPED live today · PRIVATE BETA Q4 2026 on the waitlist · PLANNED 2027 on the roadmap.
Six things a legacy platform
can't bolt on.
Triple-entry cryptographic proof
Every work-paper signed. When the ATO audits your firm in 2028 and asks "did you change those books after filing?" — you hand them a receipt chain. XPM has no cryptographic integrity.
Bella for the whole firm
Not "AI tagged to a feature". A senior-accountant-brain reviewing every staff member's work in real time, drafting returns, chasing clients for documents. XPM has no AI layer. Bolt-on impossible.
Native bilingual
Day-one ar-SA, ar-AE, ar-BH, ar-OM + en-AU + en-UK. MENA practices can't fully use XPM — English-only.
Unified data with client books
XPM → Xero sync fails weekly. Airtight Practice and Airtight client-books run off the same database. Sync errors eliminated entirely.
Proposals + engagements + billing
One flow. Ignition, Practice Ignition, ChangeGPS all add-ons in the XPM stack. Airtight bundles them.
Setup in minutes, not weeks
Import your XPM clients via CSV or Xero API bridge. Templates pre-loaded for AU + MENA. Bella runs the onboarding as a guided chat.
The firm-side features. Already live.
The practice-tier licence gates these features — already built into the app. No separate product, no second login, no data sync.
Tree-style client access
All your clients in one sidebar. Switch context in under 2 seconds. Tier-gated RBAC: principal / manager / senior / staff / admin.
Engagements & workflows
Every client has engagements (tax / BAS / bookkeeping / payroll / audit / advisory / SMSF / trust). Engagements run standard workflows with stages, SLAs, auto-triggers.
Time entries + WIP
Log time against client × engagement × task. Convert WIP to practice invoice in one click. Billable vs non-billable, rate overrides, utilisation.
Client health scores
Per-client 0-100 score. Bella flags deteriorating clients before you notice.
ATO lodgement tracker
BAS (monthly / quarterly / annual), ITR (individual / company / trust / SMSF / partnership). Status, due dates, lodgement references. Multi-jurisdiction analog for SA / UAE / BH / OM.
AML/CTF compliance
AML verification per client, risk ratings, next-review dates, AUSTRAC-ready audit trails.
Practice templates
Email / letter / checklist / engagement-letter templates. Shared across your firm; staff inherit.
Cryptographic proof of work
Every work-paper, every journal, every filing — signed. When the regulator asks "did the file change after lodgement?", you answer with a signature, not a promise.
Free for tax agents at launch.
Free advisor seat. Free partner-panel listing. No per-claim fee. No subscription. The customer pays Airtight a subscription; you pay us nothing. When you're ready to use the full practice-manager tier for your own book, pricing is well below XPM — but that's optional, not required.