Cassandra Suite
The unified AI-powered practice management platform that replaces your entire tech stack. Built for tax advisors, accountants, and legal professionals who demand more.
Everything Your Practice Needs
12 integrated modules powered by AI, designed to work together seamlessly.
AI-Powered Tax & Legal Research Engine
AI tools for tax analysis, legal research, and compliance research with cited sources across multiple jurisdictions, ready for professional review.
Unlimited Client Management
Manage unlimited clients with dedicated profiles, matter tracking, and activity history — all in one unified workspace.
Intelligent Document Management
AI-indexed document storage with semantic search. Find any document, clause, or reference across your entire practice instantly.
Fully Integrated Email System
Built-in email with AI-assisted drafting, client linking, and automatic matter association — no need for external email tools.
Persistent Research Workspaces
Save, revisit, and build upon prior research sessions. Your AI retains context across matters for deeper, faster analysis.
Workflow & Task Automation
Automate repetitive tasks with intelligent workflows. From deadline reminders to document generation, streamline your practice operations.
Built-in Cloud Accounting
Full practice accounting system with invoicing, trust accounting, time tracking, and financial reporting — natively integrated.
Global Semantic Search
Search across all your data — documents, emails, research, client records — with AI-powered semantic understanding, not just keywords.
Multi-Tenant Secure Architecture
Enterprise-grade security with complete data isolation between practices, end-to-end encryption, and compliance with data sovereignty requirements.
Microsoft & Xero Integration
Seamless two-way sync with Microsoft 365 and Xero. Keep your existing tools while gaining the power of an AI-native platform.
Practice Intelligence & Insights
AI-driven analytics on practice performance, client profitability, matter trends, and team productivity — actionable insights at a glance.
Unified Platform Replacing Multiple Tools
One platform replaces your practice management, document management, accounting, email, and research tools — reducing cost and complexity.
Replace Your Entire Tech Stack
Stop paying for 6+ separate tools. Cassandra Suite unifies practice management, document management, accounting, email, and AI research into one platform.
Built for Professional Practice
Practice Software for Australian Professional Workflows
Explore client, document and practice workflows, then confirm module availability and the controls your firm needs.
Practice Workflows
Assess how the available modules fit your firm's client management, document preparation and review process.
Module Assessment
Confirm the features, integrations and reporting controls available for each module before adopting it for a regulated workflow.
Professional Review
AI research outputs require review by a qualified professional against applicable TPB obligations and ATO requirements before use.
Privacy and Access
Review access requirements, provider processing and the published Privacy Policy when assessing the platform for your practice.
Authoritative Sources
Relevant sources and frameworks to assess for this domain include:
Research Sources and Professional Review
Our AI research tools draw on primary sources used by Australian tax firms, barristers, and regulatory bodies.
Professional Research Tools
Specialist tax and legal engines help prepare research and working drafts for independent professional review.
Source Verification
Use cited legislation, ATO rulings and court decisions as starting points. Verify each reference and its application before relying on the output.
Published Editorial Standards
Our editorial standards, methodology and corrections policy explain the publication process and how to raise an issue.
Registered Digital Service Provider
Cassandra Research Pty Ltd is an Australian software company and a registered Digital Service Provider (DSP) with the ATO.
Primary Source Research
Start with the applicable Australian legislation and ATO publications. Check the relevant income year, commencement date and transaction facts before applying a source.
Independent Professional Review
AI research and drafts require independent review by a suitably qualified professional. The practitioner checks the sources, tests assumptions and takes responsibility for their work.
Check the Original Decision
Read the judgment or tribunal decision behind a summary. Confirm the forum, relevant facts, orders and later treatment before relying on a legal proposition.
Check Dates and Status
Legislation, rulings and precedents can change. Check amendments, withdrawal status and the date of effect at the primary source for each matter.
Primary Source Authorities
Relevant Australian legal and regulatory sources to check include:
Explore Our Knowledge Bases
Explore tax, legal and AI research topics, then check the linked primary sources and their current application to your matter.
Research standards for The Cassandra Suite
Built and operated by Cassandra Research Pty Ltd — an Australian-registered software company (ABN 70 659 258 367) headquartered at 888 Collins Street, Docklands, Melbourne VIC 3008.
Professional workflows
Explore software workflows for AI-powered practice management for Australian tax, legal and professional firms. Review the inputs, assumptions and resulting documents against the requirements of your matter.
Source verification
Relevant sources and standards include Tax Practitioners Board (TPB) standards, APES 110 Code of Ethics for Professional Accountants, ITAA 1997 & ATO Rulings. Check their current text and application before relying on a result.
Australian software company
Cassandra Research is a registered Digital Service Provider (DSP) with the ATO. Read our Trust Center for company information and professional review responsibilities.
Data handling
Our Privacy Policy explains collection, storage, provider processing and overseas disclosures. Review the policy before sharing client information.