Casary review
A focused web tax tool for NZ rental-property owners who want automated filing.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Questions about Casary
Does Casary have a free plan? No free plan is listed; paid plans start at 350 NZD/yr (Casary).
What does Casary run on? Web. It runs in the cloud.
What does Casary integrate with? 3 integrations: Inland Revenue Department, Banks and External data sources.
Who is Casary built for? Solo users and small businesses (our editorial estimate).
Casary pros and cons
- 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
Casary fact sheet, pricing and score →
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