Accountant Practice Features

A practice-first accounting layer for firms that need faster client reviews, cleaner compliance work, and direct control over accountant workflows.

Multi-Client Management

Manage multiple clients from a single login with a portfolio view that keeps the whole practice moving.

  • Client portfolio dashboard
  • Quick client switching
  • Client status monitoring
  • Outstanding task tracking across all clients

Compliance & Tax

Keep compliance work visible and predictable with a dedicated tax workspace for the full period cycle.

  • GST review and filing workspace
  • Tax return preparation tools
  • Year-end adjustments and journals
  • Tax provision calculations
  • Compliance calendar with reminders
  • Period lock and sign-off controls

Accounting Review

Review client accounting data with a focused workspace built for exceptions, review notes, and fast cleanup.

  • Bank reconciliation review dashboard
  • Uncoded transaction review
  • Suspense account monitoring
  • Exception and anomaly reporting
  • Duplicate transaction detection
  • Accountant adjustment journals

Client Collaboration

Keep the document trail and client queries in one place so work moves without email sprawl.

  • Request documents from clients
  • Secure document exchange
  • Client query management
  • Approval workflows for journals and reports
  • Client task assignment and tracking

Reporting & Advisory

Package the numbers into useful client-facing insights that support reviews, planning, and advice.

  • Financial statement generation
  • Management reporting packs
  • Budget vs actual analysis
  • Cash flow forecasting
  • Business performance dashboards
  • Ratio and KPI analysis

Audit & Governance

Keep a full control trail so reviews, approvals, and historical records are easy to trace later.

  • Full audit trail
  • User activity logs
  • Transaction approval history
  • Historical period review
  • Document version control
  • Supporting document attachments

Practice Efficiency

Standardise recurring work so each client cycle follows the same dependable rhythm.

  • Standardised workpapers
  • Month-end checklist management
  • Year-end checklist management
  • Recurring client workflow templates
  • Bulk client review tools
  • Firm-wide dashboard

Data Access

Give accountants direct access to the data they need without jumping between disconnected tools.

  • Direct access to client accounting data
  • Direct posting of adjusting journals
  • Direct submission of client invoices and bills
  • Real-time ledger access
  • Secure cloud document repository
  • Export to Excel, PDF and working papers

Future-Focused Features

Support the long game with tools that help accountants build better workflows and deeper client value.

  • Accountant marketplace profile
  • Accounting firm profile page
  • Secure storage of accountant preferences and workflows
  • Client referral management
  • AI-assisted transaction review
  • AI-generated management insights