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Navexa Pro’s advanced tax reporting and optimization tools make tracking your clients’ investment taxes simple and fast. Whether you need to prepare tax returns or provide advice on tax-efficient investing decisions, track every trade, dividend, and dollar in a single account.

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Unlimited Client Portfolios

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Automated Tax Reports

Capital gains & income tax reporting for individuals, SMSFs & companies.

Apply Complex Tax Strategies

Simulate unrealized capital gains & dispose of assets using FIFO, LIFO and other strategies.

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Navexa Pro uses official data from the ASX, NYSE, NASDAQ and other sources to produce accurate, actionable capital gains & income tax reports.

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Capital gains, income, unrealized capital gains, historical cost reporting + many more powerful reporting tools — for all your clients, all in Navexa Pro.

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Tools To Help You Deliver Your Service Better Than Ever

Add portfolio files and sync trades from brokers in minutes. Run reports in a few clicks. Access auto-updating portfolios on desktop, tablet & mobile.

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Tax Time Will Never Be So Taxing Again.

Forget spreadsheets, mountains of contract notes, and painstaking tax reporting.

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