Accountants usually do not need one isolated valuation. They need a repeatable workflow for many client files: CGT evidence, SMSF annual valuation support, estate records, transfers, land tax and record review.
What the accountant workflow supports#
- Client-book segmentation before tax season.
- Property details collected once and tracked consistently.
- CSV or Excel batch preparation for repeat work.
- Valuer independence controls preserved on every file.
- Status tracking for submitted, in review, delivered and billing stages.
- Partner pricing details available after registration.
Best fit#
This pathway is designed for:
- tax return accountants;
- registered tax agents;
- accountancy firms;
- SMSF accountants and administrators;
- firms preparing clients for CGT reform education.
Next step#
Register to request partner pricing details
You can also review how bulk upload works.