SavvyWise

What SavvyWise does

SavvyWise is an AI-powered tax research platform built specifically for Australian public practice accountants, founded in 2024 in Perth, Western Australia by Drew Pflaum, CPA (formerly a director at Munro's, a top-2% Australian accounting firm) and Agastya Patel (technical architect). The platform uses AI-assisted search over a curated, high-quality knowledge library of authoritative Australian sources — ATO rulings, legislation, regulations, explanatory memoranda, court cases, Fair Work awards, and vetted expert commentary — to deliver cited, plain-English answers to complex tax questions, addressing the well-documented hallucination problem of generic LLMs in regulated domains.

The core product is sold on a tiered annual subscription model billed per firm (not per user): Solo at AUD $1,200/year, Small Teams at AUD $3,000/year, and The Best at AUD $12,000/year, each with monthly usage credits and a AUD $2/excess-interaction overage. Distinctive features include Skills (specialised document generation for Remission Requests, Private Ruling Applications, objections, due diligence checklists), Document Mode, Advice Checker, AI Instruction Enhancer, Embedded Firm Knowledge (firm-specific training manuals and advice history), Vault (centralised file storage), Team Collaboration, Client Collaboration, and Bookkeeper Collaboration. The platform also functions as a general-purpose AI for drafting advice, emails, Excel formulas, and meeting preparation.

Go-to-market is primarily product-led: a one-month free trial without credit card, self-serve subscription purchase, comparison pages targeting ChatGPT/Copilot/TaxGPT alternatives, content marketing via Drew Pflaum's LinkedIn and a regular blog/newsletter, and a partner-benefit ecosystem (iaAutomate, Personr, Vinyl, Redcourt Partners, Cartland Law). The company has raised approximately AUD $2.01M in total — AUD $1.51M from 440+ investors via an equity crowdfunding round and an oversubscribed seed at a AUD $10M post-money valuation — and cites 500+ Australian accounting firms having registered interest since launch. Geographic focus is exclusively domestic Australia.

Name

SavvyWise

Legal name

SavvyWise Pty Ltd

Website

https://savvywise.com.au

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

SavvyWise is an AI-powered tax research platform for Australian public practice accountants, delivering cited answers from a curated library of ATO rulings, legislation, court cases, and expert commentary, sold via tiered annual per-firm subscriptions.

Ownership category

akta.pro rank

Product category

AI Tax Research Software

NAICS

Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Pricing, Revenue & Commercial Analytics (BPAHALAM)

Keywords

• Tax research software
• AI tax assistant
• Accounting practice tools
• Australian tax compliance
• Professional tax AI

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Annual Firm Subscriptions: SavvyWise charges annual subscriptions on a per-firm basis (not per-user), providing unlimited user accounts within the firm. Three tiers are offered: SOLO ($1,200/year), SMALL TEAMS ($3,000/year), and THE BEST ($12,000/year). All prices are GST exclusive.
2. Usage Credits and Excess Usage Fees: Each subscription tier includes monthly usage credits ($100, $250, or $1,000 per month depending on tier). Unused credits roll forward indefinitely while the subscription is active. If included credits are exceeded, firms pay $2 per interaction/query. Additional charges apply for embedded firm knowledge storage beyond inclusions.
3. Free Trial / Beta Access: SavvyWise offered a free one-month trial with no credit card required. During beta phases, early testers received free access in exchange for feedback, with top testers receiving lifetime subscriptions.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

SavvyWise provides an AI-powered tax research platform purpose-built for Australian public practice accountants. It searches a curated knowledge library of authoritative Australian sources — ATO rulings, legislation, court cases, Fair Work awards, and expert commentary — alongside a firm's own embedded internal materials, and returns plain-English answers with citations. The platform is sold as an annual per-firm subscription (SOLO, SMALL TEAMS, THE BEST tiers) with usage credits and unlimited user accounts, and includes specialised workflow features such as Document Mode, Skills (e.g., Remission Requests, Private Ruling Applications), Advice Checker, and Vault for client file management.

Product overview

SavvyWise is a single unified AI platform for Australian tax research with a tiered subscription model. The core SavvyWise Tax AI Platform provides intelligent AI-assisted tax research across Federal Tax (income tax, CGT, GST, FBT, Superannuation), State Taxes (Payroll Tax, Transfer Duty, Land Tax), and other compliance areas (Fair Work, Auditing Standards). The platform is sold in three tiers: Solo ($1,200/year), Small Teams ($3,000/year), and The Best ($12,000/year), differentiated by included features, storage, and credit allocations. Key capabilities include Pro Research, Advice Checker, AI Instruction Enhancer, Team Collaboration, Client Collaboration, Bookkeeper Collaboration, Embedded Firm Knowledge, Vault (file storage), AI Bookmarks, Saved Notes, and AI Templates. Knowledge sources include ATO Legal Database, legislation, court cases, Fair Work awards, and Expert Commentary. The platform also includes general-purpose AI for writing, ideation, Excel formulas, and meeting preparation.

Differentiator

Problem solved

Functional benefit

Products and services

• SavvyWise Tax AI Platform

Quantifiable outcome

• 70% time saving per research task; 840 billable hours/year recovered per firm at 5 hrs/week research per fee earner; ~$210,000 revenue uplift per firm at $250/hr billing rate
• +2 more outcomes

Named customers6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature10 records

Partnerships

Ten partnerships are on record, tiered strategic partner and partner benefit provider.

• Walker Waylandsstrategic partnerStrategic or Co-development PartnerListed as a Strategic Partner on SavvyWise's Partners page. Walker Waylands is an accounting firm/network that collaborates with SavvyWise. Nature of partnership described as strategic alignment within the accounting ecosystem.
• Flowers Eddy CPAstrategic partnerStrategic or Co-development PartnerListed as a Strategic Partner on SavvyWise's Partners page. Flowers Eddy CPA is an accounting firm that partnered with SavvyWise early (Founding Member) and provides customer testimonials.
• Aspen Corpstrategic partnerStrategic or Co-development PartnerListed as a Strategic Partner on SavvyWise's Partners page. Aspen Corp is an accounting-related business within the SavvyWise partner ecosystem.
• Sorrento Strategic Accountingstrategic partnerStrategic or Co-development PartnerListed as a Strategic Partner on SavvyWise's Partners page. Sorrento Strategic Accounting is part of the strategic partner network.
• Digitstrategic partnerStrategic or Co-development PartnerListed as a Strategic Partner on SavvyWise's Partners page. Digit is an accounting/business technology firm in the partner ecosystem.
• iaAutomatepartner benefit providerGTM or Marketing PartnerSavvyWise customers receive exclusive discounts from iaAutomate: 15% off the hourly rate for the first automation project. iaAutomate provides workflow automation services including ASIC Annual Review, ATO Correspondence, and Workpaper Preparation. Offered as a customer benefit through SavvyWise's partner ecosystem.
• Personrpartner benefit providerGTM or Marketing PartnerSavvyWise customers receive 15% discount on Personr's AML/CTF compliance subscription. Personr provides compliance services. Offered as a customer benefit through SavvyWise's partner ecosystem.
• Vinylpartner benefit providerGTM or Marketing PartnerSavvyWise customers receive 15% discount on the AI Meeting Notetaker subscription for the first six months. Vinyl provides AI meeting notetaker services for capturing client meetings. Offered as a customer benefit through SavvyWise's partner ecosystem.
• Cartland Lawpartner benefit providerStrategic or Co-development PartnerSavvyWise customers receive priority queue access to Cartland Law's AI for tax professionals implementation services. Cartland Law also provides expert commentary on the SavvyWise platform (referenced on the homepage). This is a bidirectional partnership where Cartland Law contributes content while receiving referral access to SavvyWise's customer base.
• Redcourt Partnerspartner benefit providerGTM or Marketing PartnerIncluded with every SavvyWise plan: an AI Use Policy template drafted by experienced lawyers at Redcourt Partners. Valued at $1,500+GST, provided at no extra cost to all SavvyWise subscribers. Offered as a customer benefit through SavvyWise's partner ecosystem.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Blue J Legal: Blue J Legal builds AI-powered tax and employment law research tools for tax and legal professionals in North America. Closest functional analogue to SavvyWise: AI-driven research with cited authority, focused on a specific jurisdiction, sold to professional service firms.
• XBert: XBert is an Australian AI-powered workflow and quality-control platform for accounting firms. Direct peer by geography (Australia), customer base (public practice accountants), and AI-first proposition; complements rather than fully overlaps with SavvyWise's research focus.
• TaxGPT: TaxGPT is an AI-powered tax research assistant targeting US tax professionals. Most directly comparable peer to SavvyWise: same AI-tax-research core proposition, with similar pricing model and feature set (Skills, citation-backed answers), differing primarily in jurisdiction (US vs Australia).

Broad incumbents

• Xero: Xero is the dominant cloud accounting platform in Australia serving hundreds of thousands of small businesses and their accountants. While not a tax research product today, its distribution and embedded AI roadmap make it the most consequential platform risk to standalone AI research tools like SavvyWise.
• Karbon: Karbon is a leading practice management and workflow platform serving thousands of accounting firms globally, including Australia. Comparable customer base (accounting firms) and overlapping feature roadmap (collaboration, AI assistance) make it the most likely platform competitor that could bundle AI research.
• Thomson Reuters Checkpoint: Thomson Reuters Checkpoint is a flagship tax, audit, and accounting research platform with deep penetration of mid-market and large accounting firms. Comparable as a tax research incumbent now adding AI capabilities; primary threat to SavvyWise on enterprise accounts.
• Wolters Kluwer CCH AnswerConnect: CCH AnswerConnect is a long-standing tax and accounting research platform from Wolters Kluwer. Incumbent with deep content libraries and enterprise relationships across accounting firms; directly competes in tax research and is rapidly adding AI features.
• Intuit ProConnect Tax Online: Intuit ProConnect is a US-focused professional tax preparation suite used by accounting firms. Comparable buyer (professional accountants), overlapping AI-assisted tax research and preparation workflow; represents the US platform incumbency threat.

Regional players

• Spotlight Reporting: Spotlight Reporting is an Australia/NZ-headquartered reporting and forecasting platform built for accountants and bookkeepers. Comparable by geography and customer base (accounting firms), complementary feature set (advisory/insights vs SavvyWise's research).
• Practice Ignition: Practice Ignition is an Australian-founded client engagement, proposals, and billing platform for accounting and professional services firms. Comparable Australian accounting-firm SaaS peer with overlapping customer base; complementary rather than overlapping product.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/in/drewpflaum

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SavvyWise