For accountants
Take back the compliance work TurboTax commoditised.
With your sign-off on every return. Your firm's brand on every filing. Your CA designation on every signed page. Marco Reid is the platform that turns chartered accountants, CPAs, and tax agents into the irreplaceable layer again — not the bypassed one.
The problem
The data entry didn't lose value. The judgement above it did.
Xero auto-codes 80% of an SME's transactions. Stripe Tax files US sales tax across 24 states. Receipt scanners handle the shoebox. The mechanical accounting work is done — and the firm bills less for what's left.
The work that always justified the chartered accountant — the position taken, the structure designed, the position defended at audit — got buried under data-entry billing. Now the data entry is gone and so is the perceived value.
Marco Reid surfaces the judgement layer. The platform handles the data; you handle the position. You sign. The client pays for what only a chartered accountant can do.
What Xero, Stripe Tax, and the Big-4 took from your firm.
Four revenue lines that left accounting practices over the last decade. Marco Reid restores all four — with you as the named professional, billing your fee.
Bookkeeping
Xero and QuickBooks autocomplete a quarter of what was a junior bookkeeper's job. Receipt scanners do another quarter. The firm bills less for what's left, which is review. Marco Reid moves the firm up the stack — autonomous bookkeeping below, your sign-off above. You bill for the judgement layer, not the data entry.
GST / VAT / sales-tax compliance
Stripe Tax + Avalara automated 24-state US sales tax. Robo-filers handle NZ GST and AU BAS for $30/mo. Compliance work that used to fund the SME accounting practice is gone. Marco Reid restores it as advisory work — you're the named tax agent, you sign every lodgement, the platform does the data.
Cross-border tax structuring
Big-4 charges $15–25k for a holdco/opco transfer-pricing memo. Most NZ + AU SME accountants can't compete because the time investment doesn't justify the fee. Marco Reid drafts the memo from the founder's facts; you peer review and sign. Same defensible position, your fee captures the relationship.
Annual filings + company secretarial
Cheap online services file annual returns for $50. Companies Office does it themselves. The recurring revenue that kept practices solvent has been bleeding out for a decade. Marco Reid runs the actual filing under your firm's brand, with your CA sign-off — and bundles the year's tax planning conversation around it. Recurring revenue restored, but as advisory not admin.
What Marco Reid restores
You are the irreplaceable layer.
Six structural advantages that compound the longer your firm stays on Marco Reid. None of them exist for a Xero-only or TurboTax customer. All of them exist for yours.
Sign-off on every return
Income tax, GST/VAT/sales tax, payroll, FBT, RWT, transfer pricing, voluntary disclosures — none of it leaves Marco Reid until your firm's chartered accountant or registered tax agent approves it through the SignoffRequest queue. Your CA designation, your TPB number, your IR-listed agent reference on every filing.
Your firm's brand on every artefact
White-label tax computations, financial statements, transfer-pricing memos, voluntary-disclosure narratives. Your firm's logo, your firm's letterhead, your firm's contact details. Marco Reid is “powered by” in the footer; you are the named professional.
Your firm's chart of accounts and templates
Override Marco Reid's default templates with your firm's standard chart of accounts, your firm's preferred GST classifications, your firm's standard journal narrations. Apply automatically to every client your firm onboards.
Cross-jurisdictional reach
An Auckland chartered accountant can serve a US-bound founder with US CPA co-sign on the IRS lodgements via the marketplace. A Sydney CA can serve a UK-resident retiree with UK ICAEW co-sign. Five jurisdictions from one firm, all on rails.
Productivity unlock
What was three days of senior associate work on a complex multi-jurisdiction return becomes 90 minutes of partner review on a pre-cited, pre-checked draft. Same fee, different margin. Solo CAs compete with Big-4 because Marco Reid did the Big-4 drudgery.
Audit posture you can stake your practice on
Every action in the hash-chained AuditLog. Every regulator filing in RegulatorFiling. Every working paper version in DocumentVersion. When the next IRD risk review, ATO audit, or CA ANZ practice review arrives, the answer is one signed export away.
Built around the rules of your profession.
Not retrofitted around them. Marco Reid was designed from day one to satisfy APES 110, 305, and 310, the Tax Agent Services Act 2009 (AU), the NZ Tax Administration Act 1994, the CA ANZ and CPA Australia bylaws, and every equivalent regime that defines a chartered accountant's professional obligations.
APES 110 + 305 + 310 compliance
APES 110 independence checks at engagement, APES 305 terms-of-engagement evidence collected automatically, APES 310 client-monies regime wired into the trust ledger. The standards that govern AU + NZ chartered accountants are the spine of the workflow, not a quarterly compliance project.
Tax agent + BAS agent scope respected
TPB-registered tax agents see the full feature set. BAS agents see the BAS-scope feature set. NZ IRD-listed agents see the agent-scope feature set. Out-of-scope lodgements are blocked at the workflow level — the platform prevents the breach before it can happen.
Trust account / client monies
APES 310 (AU) trust accounting wired in. NZ Chartered Accountants Australia and New Zealand bylaw requirements wired in. Akahu (NZ), Basiq (AU), Plaid (US), TrueLayer (UK) bank feeds reconciling against the client-monies ledger automatically.
PI insurance friendly
Marco Reid's audit posture reduces claim frequency materially. We're talking to CA ANZ Member Benefit Insurance, Lockton, and AON about formal premium discounts for Marco Reid firms. The actuaries become the marketing.
CPD on autopilot
Research, drafting, and review hours captured automatically as CPD activity. CA ANZ + CPA Australia + AICPA + ICAEW + CPA Canada accreditation in progress. Triennium CPD becomes a one-click export, not a year-end scramble.
Direct e-filing built in
IR (NZ), ATO (AU), IRS (US), HMRC (UK), CRA (CA) e-filing rails built in. Every lodgement captured in RegulatorFiling with the regulator reference, payload hash, and acknowledgement. "Did we lodge that?" answered in seconds.
Pricing that respects the profession.
Per-seat SaaS. Your firm bills the client direct under your own engagement letter. Marco Reid is purely tooling. No shared revenue, no joint engagement, no fee-splitting that would compromise your independence.
Solo
For solo CAs and 2-accountant firms
$149/seat/month
- ✓Marco Reid Accounting full platform
- ✓Marco — Accounting research with citation verification
- ✓Sign-off queue + audit ledger
- ✓White-label cover pages
- ✓Catch-Up Centre access
- ✓Bank feed integration (NZ + AU + US + UK)
- ✓Email support
Firm
Full platform for boutique to mid-size practices
$299/seat/month
- ✓Everything in Solo
- ✓Firm-level chart of accounts + templates
- ✓Multi-jurisdiction tax filing (NZ + AU + US + UK + CA)
- ✓Transfer-pricing module
- ✓Voluntary disclosure workflow
- ✓Marketplace lead routing
- ✓Priority sign-off queue
- ✓Dedicated success manager
Enterprise
For 50+ accountant firms and accounting bodies
Custom
- ✓Everything in Firm
- ✓Dedicated infrastructure
- ✓Custom integrations (practice management, payroll)
- ✓On-premises audit-export tooling
- ✓SLA + uptime guarantee
- ✓Custom training for your firm
- ✓Annual on-site review
The first 50 firms set the template.
Every NZ + AU + US + UK + CA firm that joins in the founding cohort gets named on the regulatory memo, gets first pick of the jurisdiction-lead positions, and gets the founding-cohort pricing locked for life.