You’re an agent, not a data entry clerk.
So you spend the week on the work you’re paid for, not retyping passport numbers into another portal.
You’re paid to advise. So why are you grinding through data entry?
Buried in email threads.
Clients reply across a dozen threads, attach the wrong file, forget the one you actually need. Lodgey reads every upload and tells your client what's still missing. They sort it before you even know there's a gap.
Prep eats the margin.
A typical case burns 2 to 4 hours of admin prep before the work you're paid for even starts. Lodgey does that prep. You spend the hours on advice.
Same data, again and again.
Names, dates, addresses, ID numbers, account numbers. Typed by hand into form after form, lodgement after lodgement, client after client. Lodgey takes that off your desk.
The grind costs you hours. You just don’t see them go.
Three places the admin grind quietly empties your week: the hours you can’t bill, the clients you can’t take, the deadline mistakes you almost made.
Tuesday morning, gone.
By the time you've collected, chased, re-typed and verified one client's documents into the right portal, it's lunch. You haven't spoken to a single client about their actual case.
The new client you turned away.
Two more clients a week is what your book needs. But two more clients a week is twelve more hours of admin you don't have. So the referral goes elsewhere.
The Friday lodgement at 4:50pm.
Re-typing under deadline pressure is when fields get transposed and dates get mistyped. Most of them you catch. The one you don't is the complaint you'll be answering for months.
Three steps. One workflow.
From client upload to lodgement-ready, every case runs the same way.
Send the portal, client uploads
A magic-link portal goes to your client, no passwords, no support tickets. They upload from any device, Lodgey checks each file and tells them what’s still missing.
Review and approve in your dashboard
New documents land in your dashboard for review. Lodgey extracts the data, lays it beside the source page, and waits for your sign-off. Approve or reject in a click.
Pre-fill any portal in a click
Open any web form in your browser. The Lodgey Chrome extension reads the form and pre-fills the approved data. You review and submit yourself, Lodgey never auto-files.
AI does the data work. You stay on the lodgement.
AI reads every page, fills every portal form, and flags anything it isn’t sure about. You review, approve, lodge.
Reads every document, returns structured data.
Passports, payslips, bank statements, contracts of sale, police checks. AI pulls every field, names, dates, amounts, identifiers, and presents them next to the source page so you can verify at a glance.
Knows your portals, fills the forms.
ATO Online Services, ImmiAccount, PEXA, myplace, ASIC, ApplyOnline. AI maps approved client data into the right field of the right form, no copy-paste, no tabbing between tabs.
Surfaces low-confidence fields for review.
If a date of birth is blurry or a document number is hard to read, AI flags it with a confidence score. Nothing reaches a portal without your approval.
Built for the lodgement. For Australian agents.
Branded upload portal
Magic-link access, your logo, your domain. Clients see exactly what's missing, no accounts to manage, no support tickets when they forget a password.
Reusable templates
Define your document requirements once per engagement type. Lodgey tracks what's received, approved, or still outstanding, so it only works on documents you've blessed.
Works in any portal tab
Open ATO Online Services, ImmiAccount, PEXA, myplace, ASIC. The Chrome extension puts Lodgey's form-fill on whatever portal you're already in, one click, every field.
One click. Any field. Any form.
Open any web form in your browser. The Lodgey extension recognises it and pre-fills the fields with approved client data. For questions without a direct answer in the documents, smart fill reasons across everything Lodgey holds on the client to suggest one, you review every answer before you submit.
- Works on any HTML form, no integrations needed
- Smart fill works out non-obvious answers from the client’s full record
- Every field, direct or smart-filled, surfaced for review before submission
- Never auto-submits, you stay in control
The week you got back.
Four clients have already uploaded.
Last Friday you sent four magic links. By Monday morning, every client has dropped their documents into the portal. You open Lodgey and see four ready-to-review cases waiting. No follow-up emails, no chasing.
22 fields, signed off in 90 seconds.
Four client documents, 22 structured fields. Lodgey extracted them in seconds and laid them beside the source. You scanned each one, hit approve, and moved on. The prep that used to eat your morning took ninety seconds.
Two new clients you couldn’t have taken on.
The book you couldn’t grow last quarter, because two more clients meant twelve more hours of admin, just grew. The hours came from Lodgey. The advice came from you.
Collect once. Lodge anywhere.
Try free with 5 checklists, 200 credits, and a demo document pack. No credit card, 90 days to put it through its paces.