TaxPartna and 2Fin sit at opposite ends of the same job. TaxPartna comes last: a firm uploads the finished return and workpapers, and it flags what the reviewer should look at before sign-off. 2Fin comes first: the client’s bank transactions are categorised and tax-treated through the year, so what reaches the firm is a ledger with receipts and the reasons shown, ready to prepare from.
Built differently where it counts — here is how.
A review tool finds what went wrong in the return. Much of what goes wrong starts earlier, in a shoebox of statements coded in a hurry. 2Fin gives each client line a category and a tax treatment as it lands, so the preparer starts from sorted records.
TaxPartna’s cross-checks agree a figure across source documents. In 2Fin a total is the sum of its transactions: a BAS label, a category total or an export row opens to the lines that make it, each with the rule that decided its treatment. 2Fin helps you find and organise potential deductions; always confirm eligibility with your accountant or tax authority.
On ELITE+, the Practice workspace shows each consenting client’s totals by category, their deductible totals and their unmatched receipts, with every read logged. The Accountant Pack brings the workbook, the summary and the receipts in one file.
TaxPartna runs a self-hosted private model so workpapers stay off public services. 2Fin gives the client the same choice one step earlier: the cloud, or a desktop app that keeps the database and receipts in a folder they own.
The same situation, in both
A two-person company sends its accountant the year’s records in August.
The firm prepares the return and workpapers in its own software, uploads the file to TaxPartna, and in about ten minutes gets a list of flagged items across Division 7A, the franking account and the tax reconciliation for the reviewer to assess before sign-off.
The company has used 2Fin through the year, so the accountant receives the Accountant Pack: every transaction categorised with its GST, the asset register, a balanced journal and the receipts. The return is prepared from that, and a review tool then has less to find.
TaxPartna is priced per review: A$13.50 (ex GST) for a company review on its Starter plan, with volume discounts and a 14-day trial with five credits; company reviews are live, trust reviews in beta and individual reviews listed as coming soon — see taxpartna.com.au/pricing for current figures (read 13 November 2026). 2Fin is a subscription with a free plan, and paid tiers from US$23/month; the Practice workspace is on ELITE+.
Based on publicly available information. Competitor features and pricing may change — verify directly.
Three things you notice in the first week with 2Fin, whichever tool you are coming from.
A 3D calendar of every transaction in six layouts on every plan, and on ELITE+ an expense terrain, a pattern map and a cash-flow Sankey you can turn and zoom.
Interactive views →Each category projects where you will land from what you have spent so far, flags what is running ahead and suggests limits from your real spending — free.
Budget allocations →An Integrations API, API keys, signed webhooks and an MCP server, documented end to end — and invoices from any tool, tracked to paid.
For developers →Both are good tools — the right pick depends on what your business needs most.
2Fin is free to start. Premium is US$23 a month (US$222 a year), ELITE+ is US$42 a month (US$420 a year) and AUTO+ is US$54 a month (US$555 a year), billed in US dollars.
Hover, tap or tab to any underlined feature to learn more.
For students and anyone starting out: every record in one place, at no cost.
Included
For employees and sole traders who want every deduction found and the busywork done.
Everything in Free, plus
For businesses and accountants who lodge, report and keep the books.
Everything in Premium, plus
For owners who want receipts and reports to arrive on their own.
Everything in ELITE+, plus
Swipe to see every plan
| Feature | FREEUS$0 | PREMIUMUS$23 / month | ELITE+US$42 / month | AUTO+US$54 / month |
|---|---|---|---|---|
| Capture | ||||
| Statement uploads into bucketsCSV, Excel or PDF. On the free desktop app, statements come in through the CSV import instead | Included | Included | Included | Included |
| Live feeds from your own sheet or bank-feed accountA Google Sheet, or a provider account you hold such as SimpleFIN or BankSync | Included | Included | Included | Included |
| Photo and PDF receipts, read and matchedRead in the language they are printed in. On the free desktop app, receipts are read on Premium and up | Included | Included | Included | Included |
| Forward receipts by email | Not included | Not included | Not included | Included |
| Organise | ||||
| Transactions, categories and bills in one placeIncluding recurring payments | Included | Included | Included | Included |
| Upcoming bills, pay days and money you are owedPayments matched to what you are owed as they land | Included | Included | Included | Included |
| Invoices your customer can open and pay fromYour own payment link, repeating invoices and overdue reminders | Not included | Not included | Included | Included |
| Balance check against a bank statementWith the likely reasons for any difference | Included | Included | Included | Included |
| Data history, with UndoFin’s changes and import reviews undo for 30 days | Included | Included | Included | Included |
| Daily burn rate | Included | Included | Included | Included |
| Cash flow forecast for the next 30, 60 or 90 days | Not included | Not included | Included | Included |
| Budgets against what you actually spent | Included | Included | Included | Included |
| Travel and vehicle trips | Included | Included | Included | Included |
| Properties: what each one really costsRented, business and private parts | Included | Included | Included | Included |
| Clubs and charities: funds, members and eventsGift Aid donors for UK charities and CASCs | Included | Included | Included | Included |
| Automatic categories | Not included | Included | Included | Included |
| Your own categorising rules | Not included | Included | Included | Included |
| Spending and bills analytics | Not included | Included | Included | Included |
| Views by project, client or tax purposeCalled Lenses in the app; the Properties lens is built in on every plan | Not included | Not included | Included | Included |
| Tax | ||||
| Tax analysis that knows your situation | Not included | Included | Included | Included |
| Tax exports, including ATO myDeductions | Not included | Included | Included | Included |
| Tax reports and summaries | Not included | Not included | Included | Included |
| BAS, VAT and GST statements | Not included | Not included | Included | Included |
| Asset register, depreciation, profit & loss and TPAR | Not included | Not included | Included | Included |
| Aged receivables and payables, and a balance sheet as at todayWith loan and prepaid expense schedules | Not included | Not included | Included | Included |
| Property write-offs and scheduleDepreciation, capital works, a schedule for your accountant | Not included | Not included | Included | Included |
| Automate | ||||
| Ask Fin about your money | 25 messages a month | Unlimited | Unlimited | Unlimited |
| Fin reads the files you upload | Not included | Included | Included | Included |
| Fin, your assistant, with its own workspace | Not included | Not included | Included | Included |
| Your week in review, on the dashboard | Included | Included | Included | Included |
| Signed webhooks for Zapier, Make and n8n | Not included | Not included | Not included | Included |
| Reports emailed on the schedule you set | Not included | Not included | Not included | Included |
| Share | ||||
| Push to Google Sheets, Excel, Notion or AirtableBank-feed transactions included | Not included | Not included | Included | Included |
| Send transactions to Xero or QuickBooks OnlineCoded, with the receipt attached | Not included | Not included | Included | Included |
| Email the year to your accountantThe accountant pack and journal file, in your name; web app | Not included | Included | Included | Included |
| Practice workspace for accountantsYour clients can be on any plan | Not included | Not included | Included | Included |
| Team access with rolesViewer, bookkeeper or admin; teammates need no plan | Not included | Not included | Included | Included |
| Connect Claude or ChatGPT, with the access you approveWhat they can read follows your plan | Included | Included | Included | Included |
| Desktop app, with your data on your machine | Included | Included | Included | Included |
Enterprise-grade data control is the default here — on every plan.
Your records can stay on your own machine or in your own cloud, telemetry stays off unless you turn it on, and Fin keeps an auditable record of everything it sends. Enterprise adds the people and the paperwork: dedicated support, custom deployment and reviews for large-scale operations.
Verify it yourselfThey do different jobs at different times. TaxPartna reviews a finished return and its workpapers for an accounting firm, and flags items for the reviewer. 2Fin keeps the records the return is prepared from: transactions categorised and tax-treated as they arrive, with GST, receipts and an accountant hand-over. A firm can use both.
Yes, and the two meet in the middle. Clients keep their books in 2Fin and send the Accountant Pack, or link the firm through the Practice workspace on ELITE+. The firm prepares the return in its own software, then runs its usual review, with TaxPartna if it uses it.
Those are judgements a registered practitioner makes on the finished return, and review tools like TaxPartna are built to flag them. 2Fin’s checks are on the records: uncategorised lines, lines with no tax treatment, income left out and receipts not yet matched, so the preparer starts from a complete ledger. 2Fin helps you find and organise potential deductions; always confirm eligibility with your accountant or tax authority.
TaxPartna states that it is a quality assurance tool for registered practitioners and is not registered with the Tax Practitioners Board. 2Fin is software that organises records and prepares figures; lodging stays with you or your registered tax agent. In both cases the professional judgement and the sign-off belong to the practitioner.
The parts of 2Fin behind the comparison above — what each one does for you, and how it reaches the answer.
Invite your accountant with a one-time link, and send the year’s accountant pack and journal file in one email, in your name.
Tax treatment & activity statementGST and tax treatment worked out line by line as transactions arrive, and the activity-statement view that follows from them.
Asset register & depreciationLog a purchase once: the effective life, each year’s decline and your private-use share are carried for you as separate columns.
Self-hosted, double-entry personal finance manager
vs Reckon OneAustralian small-business accounting with payroll and invoicing
vs SureOpen-source, self-hosted net worth and budget tracker (formerly Maybe)
vs LodgeProAustralian tax lodgement with accountant review
vs TaxTankAustralian tax portal built from modular Tanks
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