Cosmos Tax & Accounting Solutions
Agentic cloud platform for Australian accounting practices and their clients. AI agents handle document intake, return prep, and PII guards — while you run double-entry books, invoices, bank reconciliation, tax returns, BAS, and lodgement in one secure workspace.
Agents that run the busywork
Five specialised agents support intake, prep, PII protection, books, and insights — with your team in control at every gate.
Document intake
Intake agents
Classify documents and surface missing evidence so every client file starts complete.
Return preparation
Prep agents
Assemble lodgement packs with human approval gates before anything leaves the practice.
PII protection
Guard agents
Monitor PII exposure across every role handoff and keep sensitive data in a secure workspace.
Ledger operations
Books agents
Keep double-entry books moving — invoices, bills, and bank reconciliation support for AU practices.
Performance intelligence
Insight agents
Surface cashflow, expenses, and practice performance insights so teams act on what matters.
Everything in one secure workspace
From client files and AU ledgers to tax returns, BAS, payroll, and performance insights — built for Australian accounting practices.
Practices & clients
Run the practice and client relationship in one place with clear ownership and assignments.
- Practice and client workspaces
- Client & document management
- Assignment & lodgement tracking
- Role-based access for practice teams
Documents & evidence
Secure document workflows from intake through review, with a viewer built for sensitive files.
- Agentic document intake & classification
- Missing evidence surfacing
- Secure document viewer
- Copy, download, and print controls
AU ledger & banking
Double-entry books with everyday accounting operations Australian practices expect.
- AU double-entry ledger
- Invoices & bills
- Bank reconciliation
- Accounts receivable & payable workflows
Tax, BAS & lodgement
Prepare and lodge with agent-assisted packs and human approval before submission.
- Tax return preparation
- BAS preparation & lodgement
- Lodgement pack assembly
- Human approval gates
Payroll, expenses & insights
Track the numbers that drive the practice and give clients clearer performance visibility.
- Payroll
- Expenses tracking
- Cashflow visibility
- Performance insights
Security & PII controls
Protect client data with custom roles and continuous PII monitoring across handoffs.
- PII controls by custom role
- Secure workspace for Australian tax work
- Guard agents on every role handoff
- Practice-grade access controls
Agentic operations
AI agents handle the busywork while your team stays in control of books, returns, and lodgement.
- Intake, Prep, Guard, Books & Insight agents
- Document classification at intake
- Return prep with approval gates
- Continuous PII monitoring
Ready to run your practice on Cosmos?
Open the secure workspace or talk to us about rolling Cosmos Tax & Accounting Solutions into your practice.