The operating system for
your cross-border practice.
Run your whole client book in one place - clients, documents, billing, deadlines - and get matched with the UK ↔ Australia cross-border clients other tools can't send you.
Not a lead-gen site. Not a generic CRM. Tax-shaped from day one.
Bring your whole book.
0% commission. Free.
Add your existing clients to Handy and run them through the platform. You keep the relationship. You bill them directly. Handy takes nothing.
The OS is free for your existing practice. Platform-sourced clients are how we make money - you keep up to 80% of those too.
- Expert-billed (your own clients)0% platform commission. You keep 100% of what you bill.
- Platform-billed (Handy-sourced)Handy takes 20-25%. You keep up to 80%.
- Same OS for bothEngagements, documents, deadlines, invoicing - one workflow regardless of how the client arrived.
What you get
Built for tax professionals who would rather do tax work than run a marketing department or stitch together generic tools.
Your whole book, in one place
Clients, documents, tasks, quotes, invoices, deadlines - one workspace, one login, one source of truth. Built specifically for tax practice, not a generic CRM.
Cross-border clients you can't reach today
We acquire taxpayers living, working, and investing across the UK ↔ Australia corridor, scope their situation, and match them to one expert per jurisdiction. You see the work that fits your credentials, your capacity, your language.
You set the terms
Pick jurisdictions, specialisations, capacity, language. Scale up, scale down, or pause matching at any time. No exclusivity.
Billing and collections, handled
Quotes, invoices, and payments run through the platform. You get paid; we run the admin. Works for platform-billed engagements and expert-billed (you keep the relationship and the money).
Tax-shaped, not generic
Engagements, jurisdictions, services, tax years, deadlines, and document checklists are first-class - not custom fields bolted onto a project tool.
Your data stays yours
Row-level access by client and expert. Client documents are never shared beyond their assigned expert. SOC 2 Type II infrastructure.
How it works for experts
From application to onboarded - live in the UK ↔ Australia corridor, with your existing book on the OS from day one.
- 01
Apply
Five-minute application with your credentials, jurisdictions, and specialisations.
- 02
Get verified
We review qualifications and licence status. Approved experts go live in the UK ↔ Australia corridor.
- 03
Onboard your book
Move your existing clients into the platform - free, 0% commission. Use the OS from day one.
- 04
Get matched
You're matched with cross-border clients in your jurisdiction, scored on capability, capacity, and language.
- 05
Run the engagement
Scope, document, deliver, invoice - all in one workspace. We handle billing, you handle tax.
A workspace shaped like
a tax practice.
Client workspaces, engagements per jurisdiction, tasks, document checklists, deadlines, calendar, messaging, quotes, invoices, and earnings - built around how tax work actually runs, not bolted onto a generic project tool.
No more juggling email, drive folders, billing software, and a calendar across countries. One login, one workflow, the full client book.
- Client workspaces
- Task management
- Calendar & availability
- Document management
- Messaging
- Quotes & invoices
- Earnings dashboard
- Matchmaking control
The corridor we're hiring for
Handy is live in the UK ↔ Australia corridor. We're accepting applications from licensed professionals on both sides, and adding markets by demand.
GB
AU
Expert FAQ
The questions we get asked most often.
What qualifications do I need?
You must be a licensed tax professional in your jurisdiction. Across the UK ↔ Australia corridor that means ACCA / ACA / ATT / CTA (or equivalent) in the UK, and a Registered Tax Agent with the Tax Practitioners Board in Australia.
How does pricing work?
Platform-billed (Handy-sourced clients): we take 20-25%, you keep up to 80%. Expert-billed (your own existing clients you bring in): 0% commission - Handy is free for your existing book. You always see the split before accepting a match.
How are clients matched to me?
Our matchmaking system scores every expert across five dimensions: jurisdiction match, capability, current capacity, language fit, and client rating. You only get clients you can actually serve.
When can I start serving platform clients?
Handy is live in the UK ↔ Australia corridor now. Once you're approved, you're matched with platform-sourced clients in your jurisdiction, and you can onboard your existing book onto the OS right away.
Is there a minimum commitment?
No. Set availability and capacity as high or low as you want. Pause matching any time.
Ready to run your practice on the OS?
Application takes 5 minutes. Handy is live in the UK ↔ Australia corridor, and you can onboard your existing book onto the OS right away.