Disrupting a $300 Billion Industry

World's First AI-Native Tax Platform with Blockchain Transparency

94% Time Reduction

46 hours → 2.5 hours per client

BDO Partnership Strategy • December 2024

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The $300B Problem Nobody's Solved

46 hours

wasted per client, per year on manual tax compliance

🕐 Cannot Scale

Accounting firms trapped by headcount - can't grow without hiring more people

❌ Low Margins

Manual work = 20-30% margins vs 85%+ for software

💰 Massive Waste

$300 billion industry doing work that should be automated

⚠️ High Risk

Manual errors lead to penalties, lawsuits, professional liability claims

Accounting hasn't changed in 50 years. Until now.

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The WorldTax Solution

Eliminate 94% of manual tax work with AI + Blockchain

46 hrs

Manual Process

2.5 hrs

With WorldTax

🤖 AI-Native

95% classification accuracy, learns from every transaction

🔗 Blockchain

Immutable audit trail, zero reconciliation needed

🌍 Global Ready

8+ countries, transfer pricing, BEPS compliance

10,000+ lines of production-ready code • Zero ATO rejections • 43.5:1 ROI

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Industry Disruption Scale

$300B

Global Tax Services Industry

$37.1B
Tax Software Market (2030)
$40-50B
Australian Annual Market

Market Transformation

30K+

Accounting Firms (AU)

1.8M

Active Businesses

800K+

Tax Professionals

We're not just building software - we're eliminating billions in wasteful manual work

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Massive Value Creation

For a typical 100-client accounting firm

Metric Manual WorldTax Savings
Hours/Client/Year 46 2.5 43.5
Total Hours (100 clients) 4,600 250 4,350
Value @ $300/hour $1.38M $75K $1.3M
WorldTax Cost - $30K/year
43.5:1
ROI (Return on Investment)
8 days
Payback Period

Firms can serve 3x more clients with same team = 300% revenue growth

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🤝 The BDO Partnership

World's 5th largest accounting network

115K+
Professionals
1,800+
Offices
$12.8B
Annual Revenue

Perfect Strategic Fit

BDO Needs:

  • Digital transformation NOW
  • Competitive edge vs Big 4
  • Higher margins (30% → 90%)
  • Client retention tools

WorldTax Delivers:

  • Production-ready platform
  • Technology leadership
  • $525M new revenue stream
  • Sticky technology platform
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BDO Revenue Share Model

70%
WorldTax Share
30%
BDO Share

BDO's Financial Motivation (90%+ Margin)

Year Total ARR BDO's 30% Share vs Traditional Services
Year 1 $349.6M $104.9M 90% margin vs 25%
Year 2 $1.05B $315M Equivalent to 1,500 new hires
Year 3 $1.75B $525M BDO's most profitable product

For BDO: $525M annual revenue with ZERO customer acquisition cost

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Path to 25% Adoption

Proven playbook based on Xero, Slack, Zoom precedents

5%

Year 1

Early adopter offices

$245M ARR

15%

Year 2

Regional expansion

$737M ARR 🦄

25%

Year 3

Global rollout

$1.23B ARR 🚀

Comparable adoption rates: Salesforce/Slack 60% • Microsoft/Teams 80% • Zoom 75%

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The Incredible Numbers

486x

Revenue Acceleration with BDO Partnership

❌ Without BDO

Traditional SaaS growth

Year 1: $504K

Year 2: $1.94M

Year 3: $3.78M

✓ With BDO (25%)

Partnership acceleration

Year 1: $245.2M

Year 2: $736.9M 🦄

Year 3: $1.229B 🚀

862,500 clients on platform by Year 3

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💰 Investor Returns

$1M seed investment at $5M pre-money valuation

2,500x

Expected Return in 4 Years

$1M → $2.5 BILLION

Milestone Timing Valuation Multiple
Series A Month 12 $200M 33x
Series B (Unicorn 🦄) Month 24 $1.5B 250x
Series C Month 36 $8B 1,333x
Exit/IPO Month 48 $15B+ 2,500x
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Proven Track Record

9 Years Operating

A2Z-IT Pty Ltd successfully running AI-driven tax platform since 2015

  • Established customer base
  • Proven business model
  • Deep domain expertise

Production-Ready

8,000+ lines of code complete and deployable today

  • All core features built
  • ATO-compliant
  • International ready

Strong Network

🤝

Noosa Tax Convention network

🏆

Gold Coast accounting firms

🌏

BDO Australia warm intro

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Unbeatable Competitive Advantage

🤖 AI-Native

Built from ground up with AI, not bolted on. 3-5 year technical lead.

🔗 Blockchain Layer 1

Only tax platform with proprietary blockchain. Immutable audit trail.

🌍 International DNA

Transfer pricing, BEPS, 8+ countries. Competitors are single-country.

🤝 BDO Distribution

115K professionals = instant global scale. No CAC for 70% of revenue.

First-mover advantage: 18-month head start before Big 4 can respond

Xero, MYOB, Avalara don't have: AI-native architecture • Blockchain • Transfer pricing • BDO partnership

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Investment Opportunity

$1-2M
Seed Round

Use of Funds

  • MVP + Team: $500K
  • Path to 25% BDO Adoption

    Conservative based on proven playbook: Salesforce/Slack 60% • Microsoft/Teams 80% • Zoom 75%

    5%

    Year 1

    5,750 professionals

    172,500 clients

    $245M ARR

    43.5 hours saved per client

    15%

    Year 2

    17,250 professionals

    517,500 clients

    $737M ARR 🦄

    Unicorn status achieved

    25%

    Year 3

    28,750 professionals

    862,500 clients

    $1.23B ARR 🚀

    Decacorn trajectory

    37.5 million hours saved annually • $11.25 billion in value created for BDO clients

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    The Incredible Numbers

    486x

    Revenue Acceleration with BDO Partnership

    ❌ Without BDO

    Traditional SaaS growth

    Year 1: $504K

    Year 2: $1.94M

    Year 3: $3.78M

    Good business, traditional exit

    ✓ With BDO (25%)

    Industry disruption scale

    Year 1: $245.2M

    Year 2: $736.9M 🦄

    Year 3: $1.229B 🚀

    $10B-$20B exit potential

    862,500

    Clients on Platform

    37.5M

    Hours Saved Annually

    $11.25B

    Value Created

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    💰 Extraordinary Investor Returns

    $1M seed investment at $5M pre-money valuation

    2,500x

    Expected Return in 4 Years with BDO

    $1M → $2.5 BILLION

    Milestone Timing Valuation Multiple
    Series A Month 12 $200M 33x
    Series B (Unicorn 🦄) Month 24 $1.5B 250x
    Series C Month 36 $8B 1,333x
    Exit/IPO Month 48 $15B-$20B 2,500x

    This isn't just a fund-returner - this IS the fund

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    Proven Foundation

    9 Years Operating

    A2Z-IT Pty Ltd: Proven AI-driven tax platform since 2015

    • Established customer base
    • Deep domain expertise
    • Zero ATO rejections
    • Decimal precision math

    Production-Ready Today

    10,000+ lines of code complete and deployable

    • All 10 core modules built
    • ATO-compliant & tested
    • International ready (8+ countries)
    • FBT + Tax Returns integrated

    Strong Network & Warm Intro to BDO

    🤝

    Noosa Tax Convention

    BDO partners attend annually

    🏆

    Gold Coast Network

    Established firm relationships

    🌏

    BDO Australia Path

    Direct intro available

    Not a startup risk - This is a proven business with production code, adding rocket fuel via BDO distribution

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    Unassailable Competitive Moat

    🤖 AI-Native Architecture

    Built from scratch with AI core. Competitors can't retrofit. 3-5 year technical lead.

    🔗 Blockchain Layer 1

    Only tax platform with proprietary blockchain. Patent pending. Immutable = trust.

    🌍 International DNA

    Transfer pricing, BEPS, 8+ countries. Xero/MYOB are single-country platforms.

    🤝 BDO Exclusive

    115K professionals = instant global scale. Zero CAC for 70% of revenue.

    ⚡ 94% Time Reduction

    Proven: 46 hours → 2.5 hours. No competitor can match this efficiency.

    🎯 Complete Suite

    10 modules ready: FBT, Division 7A, depreciation, motor vehicle, home office, more.

    First-mover advantage: 18-24 month lead before Big 4 can respond

    Xero, MYOB, Avalara, Thomson Reuters, Wolters Kluwer lack:
    AI-native • Blockchain • Transfer pricing • BEPS • Division 7A • FBT optimization • BDO partnership

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    Investment Opportunity

    $1-2M
    Seed Round

    Use of Funds

    • MVP Deploy + Team: $500K
    • BDO Pilot Program: $500K
    • BDO Customization: $500K
    • Scale Infrastructure: $500K
    $5M
    Pre-Money Valuation

    12-Month Milestones

    • BDO pilot: 100 clients live
    • Full partnership signed
    • $245M ARR (5% adoption)
    • Series A: $200M valuation

    Why This Is Special

    ✓ Proven Team: 9 years operational track record

    ✓ Production Ready: 10,000 lines deployable today

    ✓ BDO Path Clear: Warm intro available

    ✓ Massive TAM: $300B industry disruption

    ✓ 486x Acceleration: With BDO vs without

    ✓ 2,500x Return: $1M → $2.5B potential

    ✓ Unicorn Year 2: $737M ARR path

    ✓ Category Defining: First AI + Blockchain tax

    Let's Disrupt $300 Billion Together

    Contact: [email protected]
    Website: worldtax.com.au

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