Overview.

IndustriesAccounting practices

Every entity, deadline and hour across the practice.

For accounting and bookkeeping practices: the client group, the lodgement program, the workpapers and the billing, in one place.

A calculator, a pen, notepads and lever-arch binders on a tidy accountant’s desk
AI-generated image

What you get

Every entity and every deadline

Every client entity with its directors, trustees and relationships drawn as one group, and the lodgement program for every entity and year with each due date and status.

Workpapers and accounts

Reconciliation workpapers seeded from the trial balance, accounts sets built from a Xero trial balance with the statements computed, and tax calculators with each year’s own rates.

Compliance that holds up

An AML register with client screening and a seven-year audit trail that cannot be edited, and the ASIC register for every company you look after.

Engaged, recorded and billed

Engagement letters accepted online, time recorded against each job, and unbilled work pulled straight onto an invoice.

Questions

What people ask us

Request access
Does it work with Xero?
Yes. Accounts sets are built from a Xero trial balance, and invoices and contacts flow to Xero without typing them twice.
How do we start?
Request access and tell us about your business. We set up your account with the modules and words for your industry, then email you a link to sign in.