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Practice management for accounting firms

Run your whole practice in flow.

From BAS lodgement to WIP and lockup — clients, jobs, time, billing, e-signing and email, together in one calm, purpose-built system.

Start your 14-day trialSee what’s inside

No setup feesCancel any timeBAS · IAS · ITR ready

Practice overviewLive

128

Open jobs

$84k

WIP

23

Due this wk

32 Corp Pty Ltd

BAS Jun · In progress

Harbourline Trust

IAS May · Ready for review

Meridian Holdings

BAS Jun · Waiting on signature

The tools your firm juggles, finally in one system.

01

Clients & work

Who you serve, what is due, and how the jobs move.

  • Clients & CRM

    Entity types, contacts and relationships with a live ATO lodgement panel and timeline on every client.

  • BAS / IAS / ITR pipelines

    Purpose-built job boards with kanban, bulk actions, files and periods that generate on schedule.

  • Proposals & leads

    A lead pipeline that becomes proposals and engagement letters clients accept — and pay — online.

  • Schedule & deadlines

    Shared diary for appointments, tied to clients and jobs, plus lodgement deadlines in one view.

02

Time & money

Capture the work, bill it cleanly, get paid.

  • Time & WIP

    Timesheets, billable rates, write-on/write-off and live WIP by client and job.

  • Billing & Xero

    Recurring service agreements, invoice approval, and one-click sync straight into Xero.

  • Payments & collections

    Stripe payments with saved cards and auto-charge, plus payment plans and a collections workspace for chasing overdue accounts.

  • Payroll

    Pay templates, pay runs and payslips for your own team, right beside the timesheets that drive them.

  • E-signing

    Mobile-first signing with a GPS audit trail, encrypted storage and automatic chase reminders.

03

Communication

Keep the firm and clients on the same page.

  • Email & tickets

    Two-way email that threads into tickets, links to jobs, and lands on the client timeline.

  • Team chat

    Direct and group chat with presence status, @mentions, moderation and a compliance log admins can audit.

  • 3CX phone

    Click-to-call from clients, chat and the sidebar, with an in-app call bar powered by your 3CX PBX.

  • Client portal

    Clients manage contacts, upload documents, sign requests, and pay outstanding invoices themselves.

04

Integrations & insight

Plugged into the ATO and the tools your firm already runs.

  • ATO lodgement syncBeta

    Lodgment List sync with an obligation registry, overdue flags and due dates that flow onto every client.

  • SharePoint files

    Client and job folders created and kept in sync automatically in your firm’s own SharePoint.

  • Microsoft 365 & Chrome sidebar

    The client card, jobs and timeline inside Outlook, Word and Excel — or beside any page in Chrome.

  • Reports & dashboards

    WIP, lockup, productivity and capacity reporting, with a live practice dashboard for the whole firm.

Give every customer a place to work with your firm.

Contacts, documents, signatures and invoices — self-serve for the client, fully visible on the client timeline for your team.

  • Upload & share documents

    Clients drop files into the portal so your team stops chasing email attachments.

  • Sign engagement requests

    Outstanding signatures land in one place, with a clear Sign now path on mobile.

  • Pay invoices themselves

    Outstanding balances and payment links sit beside the work — fewer collection calls.

Start your 14-day trialIncluded on every plan.

01

Bring the work in

Clients, ATO accounts and jobs generate on schedule; email and leads land as tickets automatically.

02

Do it in a pipeline

Move BAS/IAS jobs through your stages, log time, request signatures and prepare invoices as you go.

03

Bill, lodge, repeat

Approve invoices into Xero, track WIP and lockup, and watch on-time lodgement climb.

Your practice, docked beside whatever you're working in.

The Accountant Flow sidebar puts the client card, jobs, timer and timeline inside Outlook, Word and Excel — and next to every page in Chrome, from Xero to the ATO portal.

  • Works across Microsoft 365

    Keep the client card, jobs and timer beside emails in Outlook, workpapers in Excel, and documents in Word.

  • Follows you anywhere in Chrome

    The side panel stays open across Xero, the ATO portal and any other tab — no switching back to look things up.

  • Capture time and calls as you go

    Start the job timer, log a phone call or add a note without ever leaving the page you're working on.

Start your 14-day trialWorks in Outlook, Excel, Word and Chrome.

Per user. All features included.

Minimum 5 users. $129 for 5–25, $119 for 25–50, $109 from 50 onwards. Same product on every plan — AUD, billed monthly, excl. GST.

Starter

5–25 users — for small practices getting organised.

$129/user/mo

5 users · $645/mo total · excl. GST

Start 14-day trial
  • 5 user accounts
  • All product features included
  • 14-day free trial
  • Cancel any time
Most popular

Professional

25–50 users — volume pricing for growing firms.

$119/user/mo

25 users · $2,975/mo total · excl. GST

Start 14-day trial
  • 25 user accounts
  • All product features included
  • 14-day free trial
  • Cancel any time

Enterprise

50+ users — best rate for established practices.

$109/user/mo

50 users · $5,450/mo total · excl. GST

Start 14-day trial
  • 50 user accounts
  • All product features included
  • 14-day free trial
  • Cancel any time

Included on every plan

  • Clients & CRM with lodgement tracking
  • BAS / IAS / ITR job pipelines & kanban
  • Leads pipeline & proposals
  • Schedule, appointments & deadlines
  • Timesheets & live WIP
  • Billing with Xero sync
  • Online payments with saved cards & auto-charge
  • Collections & payment plans
  • Payroll pay runs & payslips
  • Mobile e-signing with GPS audit trail
  • Two-way email with ticketing
  • Team chat with presence & compliance log
  • Client portal
  • WIP, productivity & capacity reports
  • Recurring jobs, reminders & automations
  • Custom fields, job & proposal templates
  • ATO Lodgment List sync & obligation registryBeta
  • SharePoint file & job folder sync
  • 3CX phone integration & click-to-call
  • Office & Chrome sidebar add-in
  • Priority support, onboarding & data migration

All plans include a 14-day free trial and the full product. Card required, cancel any time before it ends.

Questions, answered

The things firms ask before they make the switch.

Still deciding?

Tell us how your firm works and we’ll get back to you within a business day.

Talk to us
01How does the free trial work?

Every plan starts with a 14-day free trial of the full product. You add a card at signup but you’re not charged until the trial ends, and you can cancel any time before then.

02Is it built for Australian firms?

Yes — BAS, IAS and ITR workflows, ABN/TFN handling, ATO lodgement tracking and AU due-date rules are built in, not bolted on. Pricing is in AUD.

03Does it work with Xero?

Yes. Approved invoices sync to Xero in one click, and Xero Practice Manager sync brings your clients and client groups across and keeps them matched while you switch.

04Can I move my data across?

Import clients from your BAS/IAS spreadsheets (de-duplicated by ABN and TFN), bring Ignition proposals over from a Pipeline export, and sync from Xero Practice Manager. Enterprise plans include guided onboarding and data migration.

05How is our client data protected?

Two-factor sign-in is required for every user, sessions lock after 15 minutes of inactivity, signed documents are stored encrypted, and admins get a security log with alerts for unusual activity.

06Do clients pay to use the portal?

No. The client portal is included on every plan, so clients can upload documents, sign engagement letters and pay invoices at no extra cost to you or them.

07Is there a mobile app?

Yes — the iOS and Android app lets staff start and stop the same job timer used on the web and in the sidebar, and post notes against a job on the go.

08What happens if I add more staff?

Plans cover 5, 25 or 50+ users, and the per-user price drops as you move up. When your team outgrows its plan, change it in a couple of clicks — your data and settings stay exactly as they are.

Put your whole practice in flow.

Start free for 14 days. Bring your firm together before your next BAS run.

Choose a plan