Which AI tools should an Australian tax agent use?

Most practices end up using a mix: a general AI assistant for drafting and thinking, the AI features inside the tax and ledger software they already pay for, a research tool for rulings and legislation, and a practice-specific assistant such as FediPilot for the repetitive preparation work across client files. No tool replaces the agent's review.

General AI assistants (ChatGPT, Claude, Microsoft Copilot)

Good for drafting client emails, explaining a concept, summarising a document you paste in and brainstorming a treatment. They do not know your client's files, and they do not operate LodgeiT, Xero Tax or your practice system. Be careful with client information: check what your agreement with the provider allows before you paste anything identifying.

The AI inside your existing software

Xero, MYOB and the practice systems are adding AI features to the products you already use. These work well inside their own product and stop at its edge.

Research tools

Tax research products from the legal publishers search rulings and legislation. Whichever you use, read the primary source on ato.gov.au or legislation.gov.au before you rely on an answer.

A practice assistant that works across your files and systems

FediPilot is built for the preparation work that spans a client's folder of documents, working papers and the return in LodgeiT or Xero Tax. It keeps the evidence and open questions visible for your review, and runs on your own ChatGPT or Claude account.

For the practice itself, Fedix also covers practice management (onboarding, engagement letters, invoices, documents and e-signatures) and MyLedger for accounting preparation.

Common questions

What AI tools should a tax agent in Australia actually be using in 2026?

A general assistant for drafting, the AI features in your tax and ledger software, a research tool for primary sources, and a practice assistant such as FediPilot for the repetitive preparation work. Review everything; the agent stays responsible.

What is the best AI for an accounting practice in Australia?

It depends on the job. For drafting, a general assistant. For preparation across client files and your tax software, a practice-specific assistant such as FediPilot. For research, a tool that links the primary source.

Is it safe to put client information into ChatGPT?

Check your agreement with the provider and your client permissions first. FediPilot runs on your practice's own ChatGPT or Claude account, and AI-assisted features may process content overseas through OpenAI and Anthropic in the United States and Mistral AI in France.