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BeforeMay Logo

AI workpapers for Australian tax practices

Table of Contents

BeforeMay - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: October 2026

BeforeMay overview

What is BeforeMay?

BeforeMay is AI workpaper software for Australian accounting and tax practices. It takes the documents a client sends (bank statements, payment summaries, invoices, rental and share statements, prior returns) and returns a review-ready Excel workpaper. Each figure sits on its schedule, mapped to its ATO item, with a link back to the page of the document it came from.

The reviewer stays in charge. Anything the evidence does not settle is raised as a review point instead of being guessed, and missing documents go on a chase list the client can see in the portal or phone app. An assistant inside the workbook can post adjustments, reclassify expenses and close review points on request.

Individual and sole-trader returns are live; company, trust and partnership returns are in beta by invitation. BeforeMay does not lodge and gives no tax advice: a registered tax agent at the practice reviews and signs. Client documents are stored in Australia, and tax file, Medicare and licence numbers are removed before any AI processing.

Starting price

Free

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BeforeMay’s user interface

Ease of use rating:

BeforeMay reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

5

4

3

2

1

0

0

0

0

0

BeforeMay's key features

Most critical features, based on insights from BeforeMay users:

Access controls/permissions
Activity dashboard
AI copilot
Alerts/Notifications
API
Bank reconciliation
Billing & invoicing
Client management
Client portal
Communication management

All BeforeMay features

Access controls/permissions
Activity dashboard
AI copilot
Alerts/Notifications
API
Bank reconciliation
Billing & invoicing
Client management
Client portal
Communication management
Compliance management
Customizable templates
Data export
Data import/export
Digital signature
Document management
Document storage
Due date tracking
eSignatures
Federal tax
For tax practices
Generative ai
Mobile access
Mobile app
Real-Time data
Receipt management
Reminders
Status tracking
Task management
Tax calculation
Tax forms
Third-Party integrations
Workflow management

BeforeMay alternatives

BeforeMay logo

Starting from

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
TaxDome logo

Starting from

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No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

170

One-time payment

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

895

Per year

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

BeforeMay pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about BeforeMay price and value

Value for money rating:

BeforeMay support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
FAQs/Forum

Training options

Documentation

BeforeMay FAQs

Q. Who are the typical users of BeforeMay?

BeforeMay has the following typical customers:
Freelancers, Small Business

These products have better value for money


Q. What level of support does BeforeMay offer?

BeforeMay offers the following support options:
Knowledge Base, Email/Help Desk, FAQs/Forum

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