Casary
Casary: A focused web tax tool for NZ rental-property owners who want automated filing. Ranked #114 of 123 in Personal Tax Software by our editors (3.0/10); pricing: Paid; best for NZ property investors with rental income.
At a glance
- Editor score3.0 / 10
- PricingPaid
- Best forNZ property investors with rental income
- Free planNo
- Paid from350 NZD/yr
- Facts checked22 Sep 2026
Where it wins
- AI-assisted categorisation and automatic bank reconciliation
- Generates IR3 and IR3R forms with tax-position calculations
- Supports depreciation schedules and electronic IRD filing
Where it doesn't
- Minimum annual charge of NZD350 plus GST
- Focused on long-term residential rental-income workflows
- Available through the web platform only
Our verdict on Casary
Casary is web-based tax automation software for New Zealand tax residents who hold property personally and receive long-term residential rental income. It is designed for non-accountants and solo or small operators, combining rental bank-account connections with transaction categorisation, reconciliation, tax calculations, form generation and electronic filing. Its workflow is centred on personal property tax rather than broad business accounting, with Inland Revenue Department, bank and external data feeds supporting the preparation process.
The published plan charges 1% of gross rental income plus GST, with a minimum of NZD350 plus GST per year and a maximum of NZD2,000 plus GST per year. The plan includes electronic filing to Inland Revenue. That pricing makes Casary easier to assess for property owners with predictable rental income, but the minimum charge may be significant for smaller portfolios. There is no free plan, and the product is billed annually. Buyers should review how the percentage charge applies to their rental income before choosing it.
Casary’s strongest angle is automation depth within its intended niche. Automatic bank transaction reconciliation, AI-assisted transaction categorisation, profit, loss and tax-position calculations, IR3 and IR3R generation, depreciation schedules and electronic IRD filing bring several recurring tax tasks into one workflow. The product should suit New Zealand rental-property owners who want guided automation without relying on manual spreadsheet preparation. It is less suitable for people outside that property-investor profile, users seeking a non-web product, or organisations needing a broader multi-purpose accounting system.
Your product? Our editors can test Casary in depth and publish a review, labelled as paid · from $149/mo →
Casary pricing
All 1 Casary plans and prices →
Casary fact sheet
| Free plan | No |
|---|---|
| Paid from | 350 NZD/yr |
| Self-employment support | Not verified |
| Investment income | Not verified |
| Rental income | Yes |
| State filing | Not verified |
| Mobile access | Not verified |
| Audit support | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 3 integrations: Inland Revenue Department, Banks, External data sources |
| Pricing | Paid (source) |
| Website | casary.co.nz |
| Facts checked | 22 Sep 2026 |
Casary integrations
Casary lists 3 integrations on its own site.
- Inland Revenue Department
- Banks
- External data sources
Alternatives to Casary
- TurboTaxA broad US tax filing suite with free simple returns and paid expert support.9.3
- H&R Block OnlineA flexible tax-filing service with free simple returns and guided expert help.9.0
- TaxActA broad US tax filing option with free entry, paid coverage, and expert help.8.8
Used Casary? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Casary for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Casary is listed in our Personal Tax Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/casary/"><img src="https://www.itechguides.com/best/badge/casary.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update