Your clients organise it. You review the pack.
Recommend NestWise to your clients — they enter their income, deductions, WFH hours, entitlements, redundancy scenarios; then share a read-only scoped pack straight to you. Free for accountants. $20/year for clients.
Four clicks from client action to your inbox
- 1Client opens their CashflowTax hub, investments hub, or the modeller they used — same "Accountant · scoped share" panel on each.
- 2Picks scopes + duration + you12-month cashflow / tax pack / investments — any combination. 30-day / 90-day (tax season) / 6-month / 12-month expiry. Enters your email + name + optional note.
- 3Sends you the linkOne /share/pro/<token> URL. Copy button, delivers via email.
- 4You open the pack — no signupRead-only view of exactly what they scoped. Nothing you do changes their data. Their audit strip shows you’ve opened it. Revoke works both directions.
Where NestWise saves you the most time
They’ve been made redundant. They need to know how long the money lasts, when JobSeeker kicks in, what happens to CCS, and how the ETP is taxed. You could work through it manually. Or:
- Client enters payout (gross + years of service) → ETP tax split computed to net
- Cashflow projects month-by-month with IMP + LAWP + JobSeeker start correctly timed
- CCS activity test warning fires if they’ll fall below 48 hrs/fn
- CCS subsidy % recomputed at the lower combined income
- Rent Assistance eligibility flagged if they rent
- PPL knock-on flagged if pregnant + previously over the income limit
- Client shares the pack with you — you review the whole picture in one page
The usual scramble in April: photos of receipts, unclear WFH hours, vague memory of professional memberships. Client gives you unstructured mess. Or:
- Contemporaneous WFH hours log kept all year (ATO fixed-rate 70¢/hr, records the way the ATO wants)
- Occupation-specific deduction catalogue prompts client when likely items land in their bank feed
- Investment income + franking credits pulled from bank feed + dividend statements
- Prior-year comparison for year-on-year deduction sanity check
- Client shares the tax-pack scope → you get the pre-lodgment worksheet
Age Pension income + assets test, CSHC, deeming, granny flat, retirement village — spread across five worksheets. Or:
- Age Pension income + assets test computed with current thresholds
- CSHC threshold monitored + flagged when ATI approaches
- Deeming applied automatically to financial assets
- Retirement village + granny flat frameworks applied (DSS 4.6.4)
- Client shares full scope for planning + estate conversations
The client controls what you see + how long
- Scope-limitedClient picks tax / cashflow / investments — you see only what they granted. Nothing else.
- Time-boxed30 / 90 / 180 / 365 days. Auto-expires. Client can revoke any time.
- Audit-loggedEvery access is timestamped. Client dashboard shows "opened 3 times, last 2d ago". Nothing invisible.
- Read-only enforcedServer-side SELECT-only path — the read UI has no mutation buttons and the API has no write endpoints for the token.
- Never touches health / family / journalEven "full" scope excludes health records, mood journal, family matters, and CS matters. Financial data only.
- No accountant signupYou never create a NestWise account or hand over your details. Token in URL is the entire credential.
You’re not the first accountant to look at this
NestWise is built by a Chartered Accountant (CAANZ) + parent, based in Sydney. Every calculation is source-cited to ATO / Services Australia / DSS. The whole point is to organise what YOU need to see, in the form you need to see it. Feedback direct to hello@nestwise.net.au — we read them all.
Ready to try it?
Create your own free NestWise account first — see the client experience end-to-end. Then recommend it to your clients when it fits. No affiliate deal, no commission — just a tool that makes your job faster.