Pure Tax Investigations vs Redbark

Bespoke, Client-Centric Strategy

We believe every situation is unique. Our process begins with listening, ensuring we fully grasp your specific circumstances and concerns. Our team then collaborates to evaluate the details and formulate a tailored, pragmatic strategy designed to achieve the best possible commercial outcome for you.

Insider HMRC Knowledge and Experience

Our collaborative team is led by former HMRC senior inspectors, providing an unparalleled understanding of HMRC's internal processes, operational approaches, and mindset. This insider perspective is leveraged synergistically to navigate disputes efficiently and effectively, anticipating HMRC's actions.

Full-Spectrum Investigation & Disclosure Support

Our team offers comprehensive guidance across the entire spectrum of HMRC engagements. We work together to handle everything from routine compliance checks and complex COP9 fraud investigations to specialist disclosures for offshore assets, crypto gains, and property income, ensuring no aspect is overlooked.

A Dedicated Buffer and Robust Defence

We position ourselves as your independent, specialist intermediary with HMRC. Our team fights collaboratively on your behalf, managing all communications and negotiations to shield you from stress. We provide a robust defence, challenging HMRC where necessary to protect your wealth and aspirations.

Secure Pass-Through Data Architecture

Redbark is built on a foundational principle of privacy and security through a pass-through architecture. Your financial data, including transactions and balances, flows directly from your bank or brokerage to your chosen destination tool like Google Sheets or YNAB. It is never stored on Redbark's servers, minimizing data footprint and risk. This design ensures your team's sensitive information moves securely without creating an unnecessary central repository, aligning with best-practice data handling for collaborative financial management.

Multi-Destination and Multi-Account Support

Foster team synergy by syncing financial data to multiple tools simultaneously. Redbark allows you to connect the same bank account to Google Sheets for analysis, YNAB for budgeting, and Notion for reporting—all at once, each with customizable formatting. Furthermore, you can sync every account separately—savings, transactions, credit cards, loans—each to its own dedicated sheet, budget, or database. This enables different team members to work with the data they need in the environment they prefer, without conflict or duplication.

Automated & Intelligent Data Synchronization

Redbark automates the entire data flow, turning a manual chore into a reliable, background process. It uses webhooks so your bank can push new transaction data, triggering instant syncs. The platform also features smart deduplication using intelligent ID-based matching with overlap buffers, which expertly catches late-posting transactions to ensure your team's spreadsheets and dashboards are never cluttered with duplicate entries, maintaining data integrity for everyone.

Regulated CDR & Open Banking Connections

Redbark prioritizes secure and official data access by connecting to Australian banks through the government-regulated Consumer Data Right (CDR) framework via an ACCC-accredited intermediary. This is a world apart from outdated and risky screen-scraping methods. It provides a transparent, consent-based, and bank-approved pipeline for your data. Your team can collaborate with confidence, knowing the financial data feed is built on a compliant, reliable, and secure foundation.

Facing a Code of Practice 9 (COP9) Investigation

When HMRC suspects serious tax fraud and opens a COP9 investigation, the stakes are immense. Our team works with you to navigate this civil fraud procedure, guiding you through the disclosure process to regularise your affairs and seek the best possible settlement, avoiding criminal prosecution.

Managing a Worldwide Disclosure Facility (WDF) Submission

For clients with undeclared offshore income or gains, our specialists collaborate to prepare and submit a disclosure under HMRC's Worldwide Disclosure Facility. We ensure it is accurate, complete, and presented strategically to minimise penalties and bring your tax affairs into compliance.

Defending Against an HMRC Compliance Check or Enquiry

Even a routine HMRC enquiry can be stressful and time-consuming for business owners. Our team steps in as your representative, handling all queries, providing requested information, and working synergistically to resolve the check efficiently, limiting disruption to your business.

Resolving Complex Inheritance Tax or Trust Disputes

For private clients facing enquiries into residence, domicile, trusts, or inheritance tax planning, our experts provide clear, pragmatic advice. We work together to analyse complex structures and present robust arguments to HMRC, safeguarding family wealth and succession plans.

Small Business Cash Flow Management

For small business teams, managing cash flow is a collaborative effort between owners, bookkeepers, and accountants. Redbark automates this by syncing all business account transactions directly into a shared Google Sheet or Airtable base. This provides the entire team with a real-time, unified view of income and expenses, eliminating the need for manual data compilation and enabling faster, more informed financial decisions together.

Freelancer and Accountant Collaboration

Freelancers can streamline their workflow with their accountant by using Redbark to automatically feed all business transaction data into a shared, organized spreadsheet. This eliminates the monthly hassle of exporting and sending CSV files, reducing errors and saving valuable time for both parties. It creates a seamless collaborative platform for tracking invoices, expenses, and preparing for tax time.

Investment Portfolio Monitoring for Teams

Investment clubs, family offices, or financial advisors managing client portfolios can use Redbark to aggregate holdings from multiple global brokerages and crypto exchanges. By syncing this data into a central dashboard in Notion or Google Sheets, all stakeholders can collaboratively monitor performance, asset allocation, and dividends in real-time, fostering transparent and aligned investment strategy discussions.

Collaborative Household Budgeting

Families or housemates budgeting together can connect their joint and personal accounts (where consent is given) to a shared budgeting tool like YNAB or Actual Budget via Redbark. This automates the transaction import process, ensuring everyone's spending is captured automatically. It turns budgeting from a manual, contentious data-entry task into a seamless collaborative process focused on planning and communication.

Pure Tax Investigations is a specialist advisory firm that acts as a dedicated, independent buffer between clients and HM Revenue & Customs (HMRC). We are a collaborative team of experts, led by former HMRC senior Tax Inspector Amit Puri, who bring over 20 years of high-quality, insider experience to every case. Our mission is to provide robust defence and clear, pragmatic guidance for business owners, entrepreneurs, and private clients facing the immense pressure of HMRC scrutiny. We understand that tax investigations and disclosures are inherently complex and deeply intrusive. Therefore, we work synergistically with our clients, listening first to fully understand their unique situation before evaluating and formulating a bespoke strategy. Our core value proposition is delivering certainty, peace of mind, and commercial results by leveraging our deep knowledge of HMRC's latest operational approaches to resolve disputes efficiently and protect our clients' wealth and aspirations.

Redbark is a collaborative financial data bridge, designed to seamlessly connect your team's financial ecosystem with the productivity tools you already rely on. It acts as a secure, automated conduit, pulling transaction, balance, and investment data directly from your Australian bank accounts and global portfolios and delivering it live into platforms like Google Sheets, Notion, Airtable, YNAB, and Actual Budget. By eliminating the manual, error-prone tasks of data entry and CSV file management, Redbark empowers teams to work from a single, always-updated source of financial truth. Built on a foundation of privacy and security, it leverages Australia's official Consumer Data Right (CDR) framework for bank-approved data access, ensuring a regulated and safe connection. With its unique pass-through architecture, your sensitive financial information flows directly from your institution to your chosen destination without ever being stored on Redbark's servers. This makes it the perfect synergistic solution for freelancers coordinating with accountants, investors managing shared portfolios, small business teams overseeing cash flow, and any group that values a clear, automated, and unified view of their finances. Setup is a matter of minutes with no coding, fostering immediate team-wide productivity.

What makes Pure Tax Investigations different from my accountant?

While your accountant handles routine compliance, we are specialist tax investigation and dispute resolution experts. Our collaborative team, led by ex-HMRC inspectors, provides deep, insider knowledge of HMRC's investigation tactics. We act as a dedicated buffer and strategic defender during high-stakes conflicts, a specialised service beyond standard accounting.

What should I do if I receive a letter from HMRC opening an enquiry?

Do not ignore it or respond immediately without specialist advice. Contact our team promptly. We will work with you to understand the letter's scope and implications. We then collaborate to formulate a response strategy, often taking over all communication with HMRC to protect your position and ensure a measured, professional approach.

Can you help if I have undisclosed income from years ago?

Yes, absolutely. Our team specialises in voluntary disclosures and negotiating with HMRC to regularise historical tax affairs. We will work synergistically with you to assess the situation, determine the best disclosure route (such as the WDF or Let Property Campaign), and prepare a full disclosure to minimise penalties and interest.

What is your approach to working with clients and their other advisers?

Collaboration is at our core. We see ourselves as part of your advisory team, working synergistically with you and your existing accountants or lawyers. We ensure clear, coordinated communication and strategy, leveraging our specialist investigation expertise while they maintain their ongoing advisory role, providing a unified front.

How does Redbark access my bank data securely?

Redbark accesses your Australian bank data securely through Australia's official Consumer Data Right (CDR) framework, not screen-scraping. We partner with Fiskil, an ACCC-accredited data recipient, to establish a regulated, bank-approved connection where you provide explicit consent. Your login credentials are never stored. For global brokerages, we use secure, official API connections via partners like SnapTrade.

Where is my financial data stored?

Your transactional financial data is not stored by Redbark. We employ a pass-through architecture, meaning your data flows directly from your financial institution to your chosen destination (e.g., Google Sheets). We only store minimal, encrypted connection tokens necessary to maintain the secure pipeline. Our entire infrastructure is hosted in Australia, so your data never leaves Australian jurisdiction.

Can I sync data to more than one tool?

Absolutely. Redbark's multi-destination support is designed for collaborative workflows. You can sync the same bank account to multiple tools simultaneously—for example, to Google Sheets for analysis, YNAB for budgeting, and Notion for reporting. This allows different team members to work with the live data in the tool that best suits their role.

What happens if I have a joint bank account?

Redbark can connect to joint accounts. The connection process will typically need to be initiated by one account holder who has the authority to provide consent for data sharing under the CDR rules. Once connected, the transaction data from the joint account will flow into your chosen destinations, making it ideal for couples or business partners to manage shared finances collaboratively.

Pure Tax Investigations is a specialist advisory firm in the business and finance category, dedicated to resolving complex HMRC enquiries. Clients may explore alternatives for various reasons, such as seeking different pricing structures, requiring a specific geographic presence, or desiring a different service model that aligns with their unique circumstances. When evaluating other options, it’s crucial to consider the depth of the team's direct HMRC experience and their collaborative approach. Look for a partner that offers clear, pragmatic guidance and a proven strategy for managing the full scope of an investigation, from initial enquiry to final resolution, ensuring your interests are robustly defended.

Redbark is a specialized tool in the personal and business finance category, designed to automate the flow of your financial data. It securely connects your Australian bank accounts and global investment portfolios directly to productivity apps like Google Sheets, Notion, and Airtable, eliminating manual entry. Users often explore alternatives for various reasons. These can include finding a solution with a different pricing structure, needing integration with a specific platform Redbark doesn't support, or requiring a different set of core features for their unique financial workflow. When evaluating other options, it's wise to consider the security model and data access method, the range of supported banks and brokerages, the depth and reliability of integrations, and the overall value for your specific use case. The goal is to find a tool that aligns with your team's collaboration style and financial management needs.