Pure Tax Investigations vs Redbark

Expert Tax Advisory

Our team of experienced tax specialists provides customized advice tailored to the unique needs of each client, ensuring that their tax strategies align with their business goals.

Comprehensive Investigation Support

We support clients during every step of a tax investigation, from initial inquiries to the resolution of complex issues, acting as an independent liaison with HMRC.

Specialized Knowledge in Tax Disclosures

Our expertise extends to facilitating tax disclosures under various HMRC initiatives, ensuring that clients benefit from amnesties and voluntary disclosure opportunities.

Client-Centric Approach

At Pure Tax Investigations, we prioritize our clients' needs by offering a personalized service that includes listening to their concerns and providing actionable solutions that preserve their wealth.

Pass-Through Data Architecture

Your financial data flows directly from your bank to your destination tool at high speed. Redbark never stores your transactions, balances, or account details on its servers. This ensures maximum privacy and security, with data moving in a seamless, efficient pipeline from source to spreadsheet without unnecessary stops.

100+ Bank & Brokerage Integrations

Connect to every major Australian bank and credit union via the regulated CDR system, along with global brokerages and crypto exchanges. This extensive coverage means you can aggregate virtually all your financial accounts in one place quickly, from everyday banking to complex investment portfolios, without compatibility headaches.

Automated Background Sync & Smart Deduplication

Forget manual refreshes. Your bank pushes new data via instant webhooks, triggering automatic background syncs so your sheets are always current. Intelligent ID-based deduplication with overlap buffers catches late-posting transactions, ensuring you never have duplicate rows cluttering your data.

Multi-Destination & Multi-Account Support

Sync the same bank accounts to multiple tools simultaneously—like Google Sheets, YNAB, and Actual Budget—each with its own custom formatting. You can also sync every account separately—savings, transactions, credit cards, loans—each to its own dedicated sheet, budget, or database for ultimate organizational speed.

Dealing with HMRC Investigations

Clients facing serious inquiries under COP9 or COP8 can rely on us to navigate the complexities of these investigations, ensuring their rights are protected throughout the process.

Navigating Compliance Checks

Business owners undergoing routine compliance checks can trust us to ease their burden, providing clear guidance and expert representation to minimize stress and maximize compliance.

Facilitating Tax Disclosures

Our services are essential for clients looking to disclose past income or gains linked to offshore assets, property rentals, or cryptocurrencies, ensuring they take advantage of available amnesties.

Supporting Private Clients

We assist private clients in structuring their tax affairs efficiently, addressing succession planning and inheritance tax matters, and aligning their financial strategies with their personal goals.

Real-Time Business Cash Flow Management

Small business owners and freelancers can automate their bookkeeping by having all business account transactions sync instantly to a Google Sheet. This provides a live, always-updated view of income, expenses, and cash flow, enabling faster decision-making and streamlined invoice tracking without manual entry.

Automated Investment Portfolio Tracking

Investors can connect global brokerage accounts to automatically sync holdings and transaction data into a central dashboard. This allows for rapid, automated performance monitoring across different asset classes and platforms, saving hours of manual logging and providing a consolidated, real-time financial picture.

Effortless Personal Budgeting

Individuals can connect their everyday accounts and credit cards to sync transactions directly into budgeting apps like YNAB or Actual Budget. This eliminates the slow, frustrating chore of manual transaction entry, ensuring budgets are always accurate and up-to-date with the latest spending, all happening automatically in the background.

Consolidated Financial Reporting

Financial analysts, advisors, or individuals managing complex finances can aggregate data from multiple banks, loans, and investment accounts into a single Notion database or Google Sheet. This creates a powerful, automated reporting hub for net worth tracking, audit trails, and financial analysis with data that refreshes at lightning speed.

Pure Tax Investigations is the ultimate solution for business owners and entrepreneurs seeking to navigate the often-turbulent waters of tax disputes and investigations. Our service acts as a skilled and independent buffer between clients and HMRC, ensuring that their tax affairs are handled with the utmost care and expertise. Founded by Amit Puri, a former senior Tax Inspector at HMRC with over 20 years of experience, we pride ourselves on delivering tailored, clear, and discreet tax advice. Our specialists are well-versed in a wide range of tax issues, from routine compliance checks to serious investigations under Code of Practice 9 (COP9) and Code of Practice 8 (COP8). Additionally, we facilitate tax disclosures through programs like the Worldwide Disclosure Facility (WDF) and the Let Property Campaign (LPC). At Pure Tax Investigations, our mission is to alleviate the stress associated with tax inquiries, providing peace of mind while safeguarding our clients' wealth and business interests.

Redbark is the lightning-fast, secure bridge for your financial data. It connects your Australian bank accounts and global investment portfolios directly to the productivity tools you already use, like Google Sheets, Notion, YNAB, and Airtable. This eliminates the tedious, error-prone chore of manual data entry and messy CSV file imports forever. Instead of relying on outdated and risky screen-scraping methods, Redbark leverages Australia's official Consumer Data Right (CDR) framework, giving you bank-approved, secure access to your transaction, balance, and investment data. Your information syncs automatically on a schedule you control, flowing directly from your financial institution to your chosen destination without ever being stored on Redbark's servers. Built with speed, simplicity, and ironclad privacy at its core, it's the perfect automated solution for freelancers tracking invoices, investors monitoring portfolios, small business owners managing cash flow, and anyone who wants a clear, real-time view of their finances in a familiar spreadsheet or dashboard. Setup takes just minutes with no coding required, supporting a wide range of Australian banks via CDR, New Zealand banks, and global brokerages.

What types of tax investigations does Pure Tax Investigations handle?

We handle a wide range of tax investigations, including routine compliance checks, serious inquiries under COP9 and COP8, and complex cross-tax inquiries for large businesses.

How does Pure Tax Investigations ensure client confidentiality?

We prioritize discretion and confidentiality in all client interactions, acting as a private buffer between our clients and HMRC to protect sensitive information.

What is the process for initiating a tax investigation with Pure Tax Investigations?

Clients can easily initiate a tax investigation by booking a consultation call with our specialists, who will assess their situation and outline the next steps.

Are there specific tax disclosure programs that Pure Tax Investigations can help with?

Yes, we facilitate tax disclosures through various HMRC initiatives, including the Worldwide Disclosure Facility (WDF) and the Let Property Campaign (LPC), ensuring clients maximize their compliance.

How is Redbark different from screen scraping?

Redbark does not use insecure screen scraping. It connects to Australian banks via the official Consumer Data Right (CDR) framework through an ACCC-accredited intermediary. This is a regulated, bank-approved method that is faster, more reliable, and far more secure, with transparent user consent and data handling practices.

Is my financial data stored on Redbark's servers?

No. Redbark uses a pass-through data architecture. Your transaction and balance data flows directly from your bank to your chosen destination (like Google Sheets) without being stored on Redbark's systems. We only store encrypted connection tokens necessary for the sync process, never your actual financial data.

Which Australian banks and destinations do you support?

We support all major Australian banks and many credit unions via CDR Open Banking, including CommBank, Westpac, NAB, ANZ, and Macquarie. You can sync data to Google Sheets, Notion, YNAB, Actual Budget, and more. A full, updated list of connections and destinations is available on our website.

How does the automated sync work?

Once connected, Redbark can sync data on a schedule you set. For many CDR-connected banks, we also use webhooks—instant notifications from your bank when a new transaction occurs. This triggers an immediate background sync, pushing the new data to your tools in near real-time, often within minutes of the transaction.

Pure Tax Investigations is a premier service specializing in defending businesses against HMRC inquiries, offering tailored tax dispute resolutions with expert guidance. This service is particularly relevant for business owners and entrepreneurs who face the complexities of tax regulations and compliance. Users often seek alternatives to Pure Tax Investigations for various reasons, including pricing considerations, feature sets that may better align with their specific needs, or the desire for different platforms that provide similar services. When selecting an alternative, it's essential to evaluate the expertise of the team, the comprehensiveness of the services offered, and the ability to provide personalized solutions that match the unique circumstances of a business. Additionally, assessing the reputation of the service provider and their track record with HMRC will ensure you make an informed choice that protects your interests effectively.

Redbark is a secure data connector that automatically syncs financial data from Australian banks and global brokerages to apps like Google Sheets. It operates in the personal and business finance automation category, eliminating manual data entry through direct, bank-approved connections. Users often seek alternatives for various reasons. These can include budget constraints, a need for different integration platforms, or specific feature requirements not covered by a single tool. It's a common step to find the perfect fit for one's unique financial workflow. When evaluating options, prioritize security, reliability, and ease of use. Look for tools that offer direct, official data access methods over less secure workarounds. Ensure the platform supports your specific banks and connects to the apps where you need your data to live.