LodgeWise deploys AI agents into your existing process, intake, document chasing, verification, drafting and compliance checks, so your licensed experts spend their time on judgement, not admin. More matters, lower cost per file, same headcount.
Every lodgement-heavy firm runs on the same hidden tax: hours of manual intake, chasing, checking and drafting. Agents absorb that work so your margins don't.
Agents handle the repetitive 80% of every file, collecting, validating and assembling, so the cost of producing each lodgement drops without cutting quality.
Your fee-earners stop being the bottleneck. Each licensed professional oversees more files because agents do the legwork and surface only what needs a human decision.
Intake to lodge-ready in hours, not days. Agents work the moment a client responds, nights, weekends, all at once, instead of waiting in someone's queue.
Agents check documents against current requirements every time, flagging gaps before submission, cutting the refusals, RFEs and re-lodgements that quietly eat your week.
Take on more clients in busy season without adding headcount or onboarding. Capacity flexes with demand instead of being capped by who you could recruit.
Nothing is lodged automatically. Agents prepare; your registered professional reviews and signs off, so accountability and your licence stay exactly where they belong.
No rip-and-replace. LodgeWise maps your lodgement workflow, then assigns agents to the steps that don't need a human, and keeps a human exactly where it matters.
Tell LodgeWise how your firm runs a matter, the documents, checks and stages for each application type. We turn that into an agentic workflow that mirrors how you already work.
Agents handle intake, chase missing documents, verify and validate them, draft the application and run compliance checks against current rules, across every active matter at once.
The file arrives lodge-ready with everything assembled and flagged. Your registered professional reviews, makes the call, and submits. Hours of admin become minutes of judgement.
Agents prepare, licensed humans decide. LodgeWise never gives regulated advice or lodges on its own. It compresses the work around your professional, so the expertise clients pay for is the part that scales, not the paperwork.
Work enters once. LodgeWise routes it through specialised agents in sequence, then hands a complete, checked file to your licensed professional to approve and lodge.
Every agent runs in parallel across all your matters at once. The licensed professional is the only human gate, and nothing leaves the firm without their approval. Lodged to: Home Affairs, the ATO, AusIndustry and lenders.
The work rhymes across professions, collect, verify, prepare, check, lodge. LodgeWise speaks each vertical's documents, rules and regulators.
From visitor visas to complex employer-sponsored and partner matters, agents handle the document grind so your agents handle the cases.
Individual returns, BAS and business lodgements, agents reconcile records and prepare the return so you review and lodge.
R&D Tax Incentive claims live and die on evidence and eligibility. Agents assemble the technical narrative and substantiation trail.
Applicant intake, financials and serviceability, agents package a lender-ready file so brokers focus on structuring and advice.
Your clients' data and your professional obligations are not negotiable. LodgeWise is built so you can hand work to agents without handing over control.
Every matter stops at a human checkpoint. Nothing is lodged or advised without your licensed professional's sign-off.
Client data is encrypted in transit and at rest, with per-firm isolation and access controls. Data residency options for AU.
A complete, timestamped record of what each agent did on every file, defensible evidence for regulators and clients alike.
Connects to the systems you already use for intake, documents and lodgement, so agents work inside your process, not around it.
Request access to the platform and we'll walk your team through an agentic workflow built for your vertical, using your real process.
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