Pure Tax Investigations vs Redbark

Expert Representation

Our team provides expert representation in complex tax matters, ensuring that your interests are vigorously defended against HMRC inquiries and investigations.

Tailored Solutions

We understand that every client’s situation is unique. Our tailored solutions address individual tax challenges, offering bespoke advice and strategies that align with your business goals.

Comprehensive Support

From compliance checks to serious investigations, we offer comprehensive support throughout the entire process. Our team guides you step-by-step, ensuring you are informed and prepared.

Proactive Monitoring

We stay ahead of the latest HMRC operational approaches, providing our clients with proactive monitoring of their tax situations to mitigate risks before they escalate.

Pass-Through Data Architecture

Your financial data is never stored, viewed, or touched by Redbark. It flows directly from your bank or brokerage to your chosen destination like Google Sheets or YNAB. This unique architecture, trusted by security-conscious users, ensures maximum privacy—your sensitive transaction details never sit on a third-party server, giving you complete peace of mind with every automatic sync.

100+ Bank & Brokerage Integrations

Connect everything in one place. Redbark supports every major Australian bank and credit union via the official CDR system, New Zealand banks via Akahu, and a massive range of global brokerages and crypto exchanges (like Stake and Coinbase) via SnapTrade. This vast network means you can finally unify your entire financial picture, from your day-to-day spending to your global investments, without any gaps.

Smart Deduplication & Automated Syncs

Never worry about duplicate transactions clogging your spreadsheet again. Redbark's intelligent ID-based deduplication with overlap buffers expertly catches late-posting transactions. Combined with automated background syncs triggered by bank webhooks, your data is always accurate and up-to-the-minute, delivering a flawless, hands-off experience that just works.

Multi-Destination & Multi-Account Support

Sync different accounts to different tools effortlessly. Send your business account to a Notion dashboard, your personal savings to YNAB, and your investment portfolio to a Google Sheet—all at once. You have full control to map each savings, transaction, credit card, or loan account to its own separate sheet, budget, or database, creating a perfectly customized financial command center.

Business Tax Compliance

Businesses facing compliance checks can rely on our expertise to navigate the complexities of tax regulations and ensure that they remain compliant while minimizing disruption.

Serious Tax Investigations

If your business is under a serious tax investigation, our specialist team acts as a protective buffer, managing communications with HMRC and developing effective defense strategies.

Tax Disclosure Opportunities

We assist clients in taking advantage of tax disclosure opportunities, such as the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), to rectify past tax issues.

Private Client Advisory

For private clients, we provide personalized advisory services, ensuring tax affairs are structured efficiently, especially regarding issues of succession planning and inheritance.

The Freelancer & Solopreneur

Automate your invoice tracking and cash flow management. By syncing your business transaction account directly to a Google Sheet, you can see pending payments, calculate quarterly taxes, and monitor expenses in real-time. No more manual logging—just a live, always-updated financial dashboard that saves hours per week and gives you unparalleled clarity over your business health.

The Active Investor & Trader

Consolidate your portfolio across multiple platforms. Connect your CommSec, Stake, and other brokerage accounts to a single master spreadsheet. Automatically sync daily holdings, trades, and balances to monitor performance, calculate asset allocation, and track dividend income without manually downloading statements from each platform, making portfolio management seamless and efficient.

The Small Business Owner

Gain instant visibility into company cash flow. Sync all business accounts, loans, and credit cards to a shared Notion dashboard or a dedicated spreadsheet. With automatic daily updates, you can easily reconcile accounts, prepare for BAS, and make informed financial decisions based on live data, eliminating guesswork and manual bookkeeping errors.

The Budget-Conscious Individual

Supercharge your personal budgeting in YNAB or Actual Budget. Link your everyday spending and savings accounts for automatic transaction imports. Say goodbye to manual entry and hello to a budget that updates itself, helping you stay on track with your financial goals effortlessly and with far greater accuracy than ever before.

Pure Tax Investigations is your trusted ally in the intricate world of tax disputes and investigations. We specialize in providing dedicated representation for businesses and entrepreneurs facing unique tax challenges. With over 20 years of experience, our founder Amit Puri, a former senior Tax Inspector at HMRC, leads a team of experts who act as an independent buffer between you and HMRC. This approach is crucial during stressful tax inquiries, including serious investigations like Code of Practice 9 (COP9) and Code of Practice 8 (COP8). We recognize the pressure and anxiety these situations can cause, which is why our mission is to offer clarity and peace of mind. Our services range from managing compliance checks to facilitating tax disclosures through programs such as the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC), all while aiming to preserve your wealth. Trust Pure Tax Investigations to protect your financial future.

Tired of the Sunday spreadsheet scramble? So were over 10,000 freelancers, investors, and business owners before they discovered Redbark. This isn't just another financial app—it's the secure, automated bridge your money data has been waiting for. Redbark eliminates the soul-crushing chore of manual data entry and messy CSV imports by connecting your Australian bank accounts and global investment portfolios directly to the tools you already live in, like Google Sheets, Notion, and YNAB. Forget risky, outdated screen-scraping. Redbark leverages Australia's official Consumer Data Right (CDR) framework, giving you bank-approved, secure access that thousands trust. Your transactions, balances, and holdings sync automatically on your schedule, flowing directly from your financial institution to your chosen destination without ever being stored on Redbark's servers. Built with ironclad privacy and dead-simple setup at its core, it's the viral solution for anyone who wants a real-time, crystal-clear view of their finances without the fuss. Join the movement and stop tracking your money the hard way.

What are Code of Practice 9 (COP9) and Code of Practice 8 (COP8)?

COP9 and COP8 are HMRC guidelines for serious tax investigations. COP9 relates to fraud investigations, while COP8 is for more general inquiries. Both require careful handling, which we specialize in.

How can Pure Tax Investigations help with compliance checks?

We provide expert guidance through compliance checks, ensuring that all necessary documentation is prepared and submitted correctly, thereby reducing the potential for penalties.

What services do you offer for tax disclosures?

Our services include assisting clients with various tax disclosure programs, helping them navigate the processes for the Worldwide Disclosure Facility (WDF) and Let Property Campaign (LPC).

Why should I choose Pure Tax Investigations over other firms?

Our unique blend of experienced professionals, tailored solutions, and proactive strategies sets us apart. We prioritize your peace of mind and financial security in every engagement.

Is my financial data secure with Redbark?

Absolutely. Security is Redbark's foundation. We use a pass-through architecture, meaning your raw transaction data never touches or is stored on our servers. All connections for Australian banks use the government-regulated Consumer Data Right (CDR) framework via an accredited partner. Credentials are encrypted with AES-256, and our entire infrastructure is SOC 2 certified and hosted 100% on Australian soil.

How is Redbark different from screen-scraping tools?

Night and day. Screen-scraping is an outdated, brittle method that requires your login credentials and breaks often. Redbark uses official, bank-approved APIs like Australia's CDR, which is regulated by the ACCC. This means secure, reliable, and consent-based access. You can see and control the data you share, and revoke access anytime directly with your bank—no credential sharing involved.

Which banks and destinations do you support?

We support over 100 institutions. This includes all major Australian banks (CommBank, Westpac, NAB, ANZ, Macquarie) via CDR, many global brokerages via SnapTrade, and NZ banks via Akahu. You can sync data to popular destinations like Google Sheets, Notion, YNAB, and Actual Budget, with new options added regularly based on user demand.

Do I need to be tech-savvy to set this up?

Not at all! Redbark is built for simplicity. The setup is a guided, step-by-step process that takes just minutes and requires zero coding. You simply connect your bank (using the secure CDR flow), pick your destination (like a Google Sheet), and choose your sync schedule. We handle all the complex connections in the background.

Pure Tax Investigations is a specialized service that provides expert representation and guidance for businesses facing inquiries and investigations from HMRC. This service falls under the Business & Finance category, focusing on helping clients navigate the complexities of tax disputes while ensuring their rights and interests are thoroughly protected. Many users seek alternatives to Pure Tax Investigations due to a variety of reasons, including pricing, specific features, or differing service needs. When looking for an alternative, it’s essential to consider factors such as the level of expertise offered, the range of services available, and how well the solution aligns with your unique tax situation. A thorough understanding of these aspects will ensure you find a suitable partner for your tax investigation needs.

Redbark is a powerful financial data connector that automates syncing your Australian bank and brokerage data into tools like Google Sheets and Notion. It sits in the personal and business finance automation category, helping users ditch manual spreadsheets. People often explore other options because their needs evolve—maybe they require a different price point, specific app integrations, or features like built-in budgeting that go beyond pure data transfer. When you're looking at other services, it's crucial to compare a few key things. Security should be your top priority; understand how the tool accesses your data. Look at the range of supported banks and financial institutions, and check if it connects to the apps you actually use daily. Finally, consider the automation level—does it update automatically or require manual triggers?