No. 122of 123 ·Personal Tax Software

Casary

Name: Casary
Price: 13502000 NZD

Web· paid plans from NZD 1125166.67/mo

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Freedom report

No signalScore 4.5

Free tierNo free tier
Runs widely1 of 6 device platforms
DocumentedThinly documented

Casary is ranked #122 of 123 in personal tax software on Freedom251. It runs on Web. There is no free plan. Paid plans start at NZD 1125166.67/mo.

Casary plans and pricing

All plans

Casary NZD 13,502,000/yr Annual charge based on gross rental income; minimum charge waived during the first six months of launch. NZ tax resident · property held in personal name · long-term residential rental income casary.co.nz · 12 Oct 2026

Compared on personal tax software

Free plan: No
Rental income: Yes

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The record

Purpose: Casary is tax automation software for New Zealand property investors, designed to reduce compliance costs and automate property tax filing.
Ease of use: Its step-by-step filing interface is designed for people who are not accountants.
Bank reconciliation: Casary connects rental bank accounts and uses built-in AI to categorise and reconcile transactions.
Tax calculations: It calculates profit and loss and tax position, and prepares IR3 and IR3R forms with pre-populated numbers.
Data feeds: Casary says it securely synchronizes data from IRD, banks, and external data sources.
Reports and assets: It generates profit and loss reports and depreciation schedules for fixed assets.
Electronic filing: Users can review prepared tax return forms and e-file them to IRD from within Casary.
Tax compliance: The maker says property tax specialists built Casary and that it tests and validates the software for accuracy and compliance with New Zealand tax law.
Filing extension: Filing with Casary can extend the tax return and terminal tax payment due dates if certain conditions are met.
Eligibility: The initial rollout is for New Zealand tax residents who hold property personally and receive long-term residential rental income.
Notable limits: Offshore individuals, New Zealand companies and trusts, short-term residential income, and commercial rental income are described as future rollout targets.
Support: Additional-fee services include return review before IRD lodgement and having Casary’s in-house property tax specialists prepare and file a return.
Origin: Casary was first built as an internal tool for NZ International Tax and Property Advisors and is being released to external users.
Price from: NZD 1125166.67/mo

Where it ranks on Freedom251

Best Personal Tax Software in 2026#122 of 123

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Sources

casary.co.nz· checked 12 Oct 2026