Built for Australian property professionals
See the full property picture for every client.
Review each client’s property position, cash flow and tax work without jumping between systems.
Choose a walkthrough
Founder walkthrough · 1:22
A client record, in context
Inside the software
Everything you need between purchase and tax time
See follow-ups across every client portfolio, with fixed-rate expiries and lease endings surfaced before they become a call.
Security
Your data, explained plainly
BrickTrack is built for sensitive property and financial records, with access and encryption treated as product basics.
You stay in control
Choose which professionals can access your records, review their activity, and remove access when needed.
Read our Privacy PolicyEncrypted in transit and at rest
Your property and financial records are protected while moving and while stored.
Advisor access stays visible
Review access history to see who acted and when.
Your data is never sold
Export your records when needed. Named service providers help run BrickTrack.
Pricing
Pricing for the way you work
For buyer's agents, brokers, accountants and advisers looking after a book of clients.
Professionals
Starting price
$30per month
Includes 3 clients and 20 properties. 30-day free trial, card required.
Extra clients and properties
- Each extra client
- $3/month
- Each extra property
- $1.50/month
Example: 5 clients + 30 properties = $51/month total
Everything included
Client work
- View and manage every client from one dashboard
- See fixed-rate expiries, lease endings and client follow-ups in one place
- Create EOFY packs and tax positions, client by client
- Request documents and send reminders from the client record
- Give clients a white-labelled portal with your firm's name and logo
Team and analysis
- Ask the AI assistant questions about the client portfolio you're reviewing
- Review each client's lending, performance, tax and projections
- Invite your team
- Priority support
Included
- Ask the AI assistant questions about the client portfolio you're reviewing
- View and manage every client from one dashboard
- Review each client's lending, performance, tax and projections
- Give clients a white-labelled portal with your firm's name and logo
- See fixed-rate expiries, lease endings and client follow-ups in one place
See 4 more inclusions
- Create EOFY packs and tax positions, client by client
- Request documents and send reminders from the client record
- Invite your team
- Priority support
Prices in AUD.
Owning property is out of reach for many Australians. BrickTrack pledges 20% of profits to housing support.
We're committing 10% to Launch Housing and 10% to the Salvation Army. We're still working out how to measure and report the pledge, and we'll publish the approach once it's ready.
See Launch Housing's developments10%
Launch Housing
Supporting Victorian housing solutions.
10%
Salvation Army
Supporting services across Australia.
Questions worth answering before you start
Compare plans and pricingProfessional questions
Client access
The client remains the portfolio owner. Access follows the role and permissions attached to the relationship: some roles can edit records, while accountants have read access. Clients can revoke a professional connection, and extra consent controls protect bank balances and net worth.
The professional workspace is designed for buyer's agents, mortgage brokers, accountants and property-focused advisers managing several client portfolios. They share one client-book workflow; records and permissions stay separate for each client.
An existing BrickTrack user can invite you. A firm can also create a new client workspace and enter the starting records before the client claims their account. If the email already belongs to an account, the client must approve the connection through the normal invite flow.
Running the client book
Yes. The professional dashboard brings client portfolios, lending, property performance, follow-ups and tax work into one client book. Produce one client pack or generate packs across accepted client connections when EOFY arrives.
Professional plans start at $30 per month for three clients and 20 properties. Each extra client is $3 per month and each extra property is $1.50 per month, so the price follows the size of the book. Every firm starts with a 30-day free trial; a card is required at signup and the first charge is on day 31.
Yes. Export one client's data or the accepted client book, and generate client packs. BrickTrack records the person and role behind changes, giving the owner and authorised team members an audit trail.
AI and integrations
It can answer questions using the client portfolio you're reviewing while respecting that client's access controls. Advisor sessions stay read-only in chat: the AI can explain the records, but it can't prepare write actions against the client's portfolio. Important figures still need human checking.
Not across the whole client book today. BrickTrack's MCP connection currently works against the connected account owner's own portfolio; it doesn't give a firm-wide AI tool access to every client. Use BrickTrack's in-app assistant for client-by-client questions until BrickTrack adds professional MCP access.
Investor questions
Getting started
Yes. Import a CSV or Excel bank export, then review how each column and transaction lands before saving it. Live bank feeds aren't available yet, so BrickTrack never asks for your bank password.
A spreadsheet can store rows. BrickTrack connects those rows to each property, loan, ownership record, document and tax report, so a change doesn't have to be copied through several tabs. You can still export your data whenever you want.
Yes. Track multiple properties, record joint ownership and organise holdings under entities such as a trust, company or SMSF. BrickTrack applies recorded ownership shares where the relevant tax calculation calls for them; check the final position with your accountant.
Tax time and sharing
It organises property income, expenses, depreciation, CGT records and myTax figures, then produces accountant packs in PDF or Excel. BrickTrack helps prepare the records; it doesn't give tax or financial advice.
Yes. Invite them into your portfolio instead of emailing another spreadsheet. Their access depends on the role you assign, and you remain the portfolio owner.
You do. Export the data you've entered on any plan, including the free plan. Access stays scoped to your portfolio and invited members; remove a member whenever that access is no longer needed.
AI and connected tools
No. It can answer questions using your portfolio and prepare a proposed change, but the model never writes directly to your records. You see the result first and confirm it yourself. AI can still make mistakes, so verify important figures.
Yes, if the assistant supports MCP. After you approve the connection, it can read portfolio summaries, property performance, tax positions, transactions and property lists. If you grant write access, it can also add, delete or restore a property. MCP stands for Model Context Protocol, the connection standard used for this access.
See every client portfolio in one place.
Review property performance, lending and tax records without switching between accounts or piecing together spreadsheets.
$30
A month, with 3 clients and 20 properties included.