For accountants
Your clients arrive tax-ready. Not with a shoebox.
When your clients use Navexa, they arrive with ATO-compliant CGT reports, organised parcel data, and read-only access ready to share — instead of a pile of broker statements.
30-day Pro trial · No card requiredYour clients' investment records shouldn't be your problem.
Reconstructing years of trade history from scattered broker statements is time-consuming and error-prone. Most investors don't realise how much it costs them — in your time, and in their bill. Navexa gives your clients the tools to arrive with everything organised, so your time goes on advice, not administration.
CGT-ready data, organised by parcel
Clean data, in the format you need it.
Every trade tracked. Every parcel recorded. Every corporate action, DRP, and distribution applied correctly. Navexa tracks each investment at the parcel level — so when your client hands you their data, it's already organised the way the ATO requires it. FIFO, LIFO, Minimise, Maximise and Manual CGT strategies supported.
Learn more about tax reporting
ATO MyTax-formatted reports
Reports that match ATO requirements exactly.
Navexa generates CGT reports, taxable income summaries, and ATO MyTax-formatted data for every client portfolio. The fields match what MyTax expects — your client copies figures directly.
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Direct accountant access
Share access in one click. Review instantly.
Your clients share read-only access to their Navexa portfolio directly. No exports. No email attachments. You see their full trade history, CGT position, and generated reports.
Navexa Pro Pricing
Per-portfolio pricing that scales with your practice.
5–10 Portfolios
$12/month
Per portfolio / Billed annually
11–50 Portfolios
$9/month
Per portfolio / Billed annually
51+ Portfolios
$7/month
Per portfolio / Billed annually
“Bought the extra subscription to lift the ATO tax reporting, which I provide to my accountant.”
Help your clients arrive tax-ready.
Navexa generates ATO-compliant CGT reports, income summaries, and MyTax-ready data. Your clients share access in one click.