Client Portals & Software for Accounting & Financial Practices
Secure client portals, onboarding and billing software for Australian accounting, bookkeeping and financial advice practices — replace email attachments and scattered spreadsheets with one branded online space for your clients, without per-seat SaaS fees.
Start your 30-day free trial or talk to our team about your practice.
Why professional practices are moving to client portals
- Fewer chase-up emails: clients upload documents and answer questionnaires in one place, with clear checklists of what is still outstanding.
- A more professional experience: a branded portal on your own .com.au domain builds trust with new and existing clients.
- Predictable costs: one monthly plan instead of paying for every staff member and contractor.
What we build for accounting and financial practices
Secure client portal and document exchange
Client logins for uploading tax documents, receipts and statements, and for downloading completed reports and letters.
Digital onboarding and intake forms
Online questionnaires for new clients, tax-time checklists and engagement details captured once instead of re-typed from PDFs.
Online invoicing, fixed fees and retainers
Send invoices and collect AUD card payments via Square or PayPal, with GST-ready records for fixed-fee and recurring services.
Appointment booking
Let clients book consultations, reviews and tax appointments online, reducing back-and-forth phone calls.
Practice website and integrations
A fast practice website with service pages and enquiry forms, maintained using our AI Builder, plus secure web APIs to connect your existing tools.
Who we work with
Accountants and tax agents, bookkeepers and BAS agents, financial planners and advisers, mortgage and finance brokers, and other professional advisory firms.
Privacy-conscious by design
Role-based access so clients only see their own files, encrypted connections, and an approach aligned with the Australian Privacy Principles. We are happy to discuss your practice’s specific compliance requirements before you start.
Supporting practices Australia-wide
Delivery is cloud-first, so we work with sole practitioners and multi-partner firms anywhere in Australia, including Melbourne, Sydney, Brisbane, Perth and Adelaide. Running a trade business too? See web apps for trades & construction.
Predictable Australian pricing with no lock-in contracts
- Monthly plans in AUD: Base $10, Pro $20 and AI Pro $30 (or save with annual billing).
- A full 30-day free trial including 15 AI Builder credits.
- See the full comparison on Plans, Pricing & Seller Payouts.