Why Choose Optima

Tax preparation, reimagined

We combine the expertise of seasoned tax professionals with modern technology to deliver an effortless experience.

Smart Document Upload

Drag-and-drop your documents into a secure vault. Our system auto-categorises bank statements, invoices, and identity docs.

Direct Expert Access

Chat directly with your assigned tax expert through our secure message centre. Get answers when you need them.

ATO-Compliant Security

Bank-grade 256-bit encryption protects your data. Fully compliant with Australian Tax Office digital standards.

Real-Time Status Tracking

Follow your return from submission to lodgement with our live progress tracker. No more guessing.

Dedicated Tax Expert

Every client is assigned a qualified tax professional who personally reviews and optimises your return.

Maximised Deductions

Our experts identify every eligible deduction for your income type. On average, we find $1,200 more than DIY tools.