For Accountants & Bookkeepers · Australia-wide
Every practice has the same October: the same forty clients, the same third reminder, the same work compressed into the same eight weeks. We build the site that brings you better clients and the automation that collects, chases and files without you being the one doing the asking.
The Real Problem
Ask a principal what limits the practice and they will say capacity. Watch the practice for a week and it is almost never capacity. It is the two hundred hours a year spent asking clients for things they already agreed to send, and the way that pushes everything into a compliance-season crush that then costs overtime and goodwill.
The second problem is the client mix. Practices that market generically get generic clients: price-sensitive, once a year, no advisory work, and the ones most likely to leave for someone $200 cheaper.
These compound. The chasing creates the crush, the crush kills advisory, and the lack of advisory keeps you competing on the price of a tax return.
What We Build For Accountants
We are not going to tell you which practice management system to buy. We connect what you have, then remove the manual steps between it and everything else.
The Process
We map what happens between a client agreeing to send records and the records arriving, and count the human touches. Then we multiply by your client count. That number usually ends the debate about whether this is worth doing.
One number, approved before anything starts. Software licences stay in your name and are listed separately at cost.
We build the site and portal, then connect them to your practice management system and Xero. We stage it so nothing goes live mid-lodgement.
Logins, a walkthrough for the whole team, and a 30 day defect period. Support optional and quoted first.
What It Costs
Take the hours your team spends each year requesting and chasing client records, multiply by their cost, and you have the number that matters. For most practices it lands between fifteen and forty thousand dollars a year in salaried time, spent on work that produces nothing billable.
That is the number the quote should be compared against, not against the cost of a website. The website is the smaller half of what we build here.
Why Us For This
Our own admin system reads receipts, extracts the line items, codes them, and posts them to Xero as spend money transactions with the receipt attached. We built it because we were doing it manually and it was stupid.
That matters because Xero integrations look simple in a demo and break in reality, on tracking categories, tax rates, account codes and the order operations have to happen in. We have already hit those walls with our own books, which is a different kind of knowledge from having read the API documentation.
How we connect systems →Free · 3 minutes
Six questions about how work enters your practice. Three minutes. Question two is the one most principals have never actually costed.
You get the findings in writing whether or not you engage us, with the fixes you can make yourself listed first.
Get my free practice audit →Questions
No, and we would rather you did not. Migrating practice management systems is expensive, disruptive and rarely the actual problem. We connect what you already run, whether that is Xero Practice Manager, FYI, Karbon, MYOB or something older, and remove the manual steps around it. If your system genuinely cannot expose the data we need, we will tell you, but that is much rarer than software vendors would like you to believe.
Each client type gets a checklist of what you need from them. The system sends the request, gives them a portal to upload into rather than an email thread, and then chases on a schedule you set, escalating in tone and eventually flagging a human. Everything arrives filed against the right client in the right place. The change people notice is not the speed, it is that nobody on your team has to remember to follow up.
Four to six weeks before a major lodgement deadline. We stage builds around your calendar and work backwards from your busy season, because going live with a new client portal in the middle of October helps nobody. The best time to start is right after a compliance season, while the pain is fresh and the diary is open.
Indirectly, and that is the honest answer. Automation does not sell advisory. What it does is give back the hours the compliance crush was eating, and make the advisory services something a client can find, understand and enquire about without you raising it in a meeting. Firms that make advisory visible and have the headroom to deliver it get more of it. Firms that only free up the time usually fill it with more compliance.
Client financial records get treated as sensitive throughout: encrypted in transit and at rest, access limited to the people working on your build, credentials held in an encrypted vault rather than email, and never used to train an AI model. Our privacy policy names every provider we use and where each one processes data, so you can assess us the way you would assess any other supplier holding client information.
It depends on how many client types need their own page and collection checklist, which systems we are connecting, and how much of the onboarding sequence you want automated. We quote a fixed price before starting, and software licences stay in your name at cost rather than being marked up.
Yes. We are based in Albury and work with accounting and bookkeeping practices across Australia. The build runs over video calls and screen shares, which is how most practices prefer it.
Apply for a free practice audit. We map your collection and onboarding process, count the human touches, and give you the annual cost in writing. No obligation, and the findings are yours either way.
Apply for a free practice audit →