Your Tax and
Financial Wellbeing People
Providing Financial Wellbeing
Services to Corporate Employees
YOUtax are a progressive tax services company who partner with large corporations and support their employees by providing tax preparation and financial wellbeing services. These services are made available under the company’s Health & Wellbeing Program or Employee Benefits Program.
“Financial wellbeing services are fast becoming a necessary addition to a companies program with more and more people struggling to find clarity and transparency in their financial circumstances.”
What we Offer
Corporate Partner Discount
*Does not apply to add-ons or YOUtax Wealth Services
Dedicated Corproate Services
We will attend your offices 2-3 times a tax season, providing convenient in-house appointments for your staff.
YOUtax Wealth Hub
YOUtax Wealth provides the latest technology in full financial wellbeing.
Digital Corporate Partner Week & Expos
YOUtax host ‘Digital Corporate Partner Week’ 5 times a year. We will attend your staff wellbeing events and present at in-house lunch & learn sessions.
Datto is a people-centric company. By partnering with YOUtax, we are giving our incredible team more tools to be financially savvy which impacts their goals, security and freedom. We want to reduce financial barriers to eliminate anxiety and stress, so they can maximise their capacity and performance at work.
Our Fave Features
Telephone and video chat appointments from home or office with extended hours.
Upload your documents securely using Tax Assistant in the YOUtax Wealth Hub.
Easy online booking schedule to meet your tax agent at a mutually convenient time.
Receive SMS progress alerts and approve documents from anywhere, with digital signing.
Our Corporate Packages
Corporate Essentialincludes discounts of 20% on basic services to all employees
- Telephone and video chat appointments
- Inclusion in Digital Corporate Partner Week each month
- Inclusion in all upcoming promotions
- Marketing emails, images and communication for employees included
Corporate PremiumMost Popular!
- All of the Corporate Essential features
- In-office Corporate Days, 2-3 times a tax season
- Company Expos
- Lunch and Learn Presentations
- Hosted Webinars
- Employee Tax Planning
- Corporate Tax Hub
- Reserved for Special Employee Tax Planning Projects
- Used in cases or salary back payment reviews or Corporate Underpayments
YOUtax will go the extra mile to ensure your team members have a positive experience throughout the tax advisory process.
We reinforce your positive branding image which supports and values it’s team members. We do this by delivering skill, knowledge and professionalism with our tax services.
Personal Finances just went Mobile
YOUtax have adopted the very latest tech, providing transparency of a client’s financial world.
The YOUtax Wealth Hub enable clients to manage their entire financial world in one place.
Why Partner with YOUtax
A partnership with YOUtax is more like adding a new team to your business, dedicated to supporting your staff throughout the tax season. We attend your offices 2-3 times a tax season, providing convenient in-house 1:1 support for your staff. We also attend expos and staff wellbeing events, and run YOUtax Wealth demonstrations for a robust corporate tax service.
We’re not your average tax agent! We want to work with you and your team to achieve financial health. We make it so easy (and fun) to partner with us.
Want to Know More?
Get in touch with our friendly staff to find out more about a YOUtax Corporate Partnership