Email and workspace
Google WorkspaceGmailMicrosoft 365OutlookZoho Mail
Built in Australia for Australian accountants and bookkeepers
Launch your own branded client portal
for your accounting firm.
AccountantOS helps accounting firms give their business clients a secure, modern portal for documents, invoices, requests, communication, and future accounting workflows — all under the firm’s own brand.
Launch offer: $1/month for your first 6 months. Starter plan from $39/mo (billed annually).
AccountantOS dashboard showing client metrics, WIP revenue charts, and upcoming ATO compliance deadlines.
Integrations
Keep the tools your firm already trusts. Run the work from one place.
AccountantOS connects inboxes, documents, practice systems, signing, and compliance workflows into one seamless, branded operating layer.
Practice and accounting
XeroMYOBATO workflowsFYIHowNow
Documents and signing
SharePointOneDriveDropboxDocuSignAdobe Sign
Client inbox
Replies, uploads, and requests arrive in one queue.
Document requests
Files and missing information stay tied to the right client work.
Practice workflow
Jobs, tasks, due dates, signatures, and billing stay visible.
Audit record
Every important action is tracked for firm and client confidence.
Existing ecosystem
Use our defaults or bring your own stack.
Catalog first
Show what is available before asking firms to connect.
Review access
Explain scopes and permissions before OAuth starts.
Sync safely
Run provider updates through workers, not page loads.
The Fragmentation Problem
Stop duct-taping your firm together.
Your clients are spread across disconnected portals, links, and email threads just to share basic documents. It is confusing for them, and expensive for your team.
The better way
Replace scattered tools with AccountantOS.
Give clients one simple place to upload documents, sign forms, respond to requests, and stay connected with your firm.
Native e-signatures
Unified client portals
One subscription, not six
The Case For Consolidation
The hidden cost of scattered tools.
Duct-taping your practice together with email, external drives, and manual follow-ups wastes hours. When systems are disconnected, data is missed, clients get frustrated, and margins shrink.
The Email Black Hole
Tax documents and sensitive files get buried in endless email threads, sent to the wrong partner, or lost in spam.
Endless Chasing
Your highly-paid accountants spend hours acting as administrative assistants, manually reminding clients to upload statements.
Fragmented Experience
Logging into external portal links for signatures, distinct drives for files, and email for requests frustrates owners.
Security Blind Spots
Sending TFNs and financial data via unencrypted email attachments violates compliance and puts client data at risk.
Brand Dilution
Every time you send a client to a third-party generic portal, you dilute your firm's professional brand equity.
Cost creep
3 tools. 3 bills.
Subscription Bloat
Paying separately for e-signatures, secure storage, and specialized forms drains your firm's operational budget.
The Solution
AccountantOS gives your firm a branded digital front office.
Invite business clients into a secure portal that looks and feels like your own software. Clients can upload documents, respond to requests, create invoices, and stay connected with your team.
Your brand. Your clients. One secure portal.
Infrastructure
A seamless experience from onboarding to billing.
Built on core principles of uncompromising security and seamless team collaboration. Leverage AI-automated workflows to reclaim thousands of hours.
Flexible White-Labeling
Deploy a custom-branded client experience, or instantly use our enterprise default portal.
Secure Cloud Storage
Native, enterprise-grade cloud drive to organize and store all entity documents securely.
Unified Client Hub
Provide businesses with a single, secure login for all firm interactions and documents.
Document Management
AI-categorized folders, instant global search, and rigid version control built-in.
Native e-Signatures
Legally binding, ATO-compliant digital signatures integrated directly into the workflow.
PAID
Frictionless Billing
Native invoicing capabilities. Let clients create and send invoices directly from the portal.
Team Collaboration
Internal secure notes, task assignments, and contextual team chat on every document.
Auto-Chase
Automated Chasing
Deploy smart document requests that automatically track status and eliminate follow-ups.
Intelligent Routing
Smart notification architecture alerts clients and staff only when human action is required.
Immutable Audit Log
Enterprise compliance tracking for every upload, download, signature, and critical action.
BYO Core Stack
Bring your own storage or email providers, or use our zero-config stack.
PDF
TAX
BAS
Managed AI Agents
Concierge setup available for Agentic AI workflows to reclaim thousands of hours.
The OS Lifecycle
From first handshake
to practice intelligence.
We've mapped the entire 8-step journey. Move accounting work forward securely, efficiently, and profitably with standardized operations.
01
Brand & Onboard
Set up your firm's portal in minutes. Invite your clients to a secure environment that reflects your own professionalism.
02
Global Triage
Connect your communications. Turn client conversations into assignable, trackable tasks in a single interface.
JD
Assign
03
Standardized Workflows
Deploy pre-built workflow templates for Tax, Advisory, and Audit. Enforce best practices across your entire practice.
04
Automated Data Chase
Never send another 'just following up' email. The system automatically nudges clients for missing documents.
Auto-Chase Active
3 Days Later
05
Firm-Wide Visibility
Overcome bottlenecks with visual boards that track every job in real-time. Know exactly who is working on what.
Drop
06
Review & Sign
Clients securely review and provide legally binding e-signatures directly from their mobile devices.
Tax Return ReadyAction Required
Tap to Sign
07
Lodge & Bill
Trigger invoices simultaneously as workflows finish. Reduce WIP-to-cash turnaround by tying payment to final delivery.
Lodge & Bill
08
Analytics & Growth
Understand your practice intimately. Track team capacity and profitability metrics to scale with confidence.
Practice Execution Lifecycle
Five-step client product workflow.
From meeting bookings and engagement sign-off to workpaper execution, WIP tracking, and fee collection.
01Step 1
Intake FormsClient Intake & Enquiry
Public client intake & enquiry
Clients submit service enquiries and complete digital intake questionnaires via your practice web forms.
Key Deliverables
Per-service custom intake forms
Automated lead allocation & triage
Client onboarding details collected upfront
02Step 2
Client DirectoryClient & Entity Setup
Master practice files
Organise individuals, companies, trusts, partnerships, and SMSFs under unified family entity groups.
Key Deliverables
ABN, ACN & entity master records
Family group and director relationships
Branded portal activation links
03Step 3
EngagementsEngagements & Forms
Standardised fee proposals
Send digital engagement letters with fixed-fee or hourly schedules and custom tax onboarding forms.
Key Deliverables
Australian engagement letter templates
Standardised service fee schedules
Digital tax questionnaire sign-off
04Step 4
Jobs & InboxJobs & Communication
Connected practice execution
Manage workflow pipelines, request source tax records, and link client emails directly to active work items.
Key Deliverables
Auto-created jobs from signed proposals
Shared practice email threads
Client document request checklists
05Step 5
WIP & BillingTime, WIP & Payments
Real-time billing & ledger
Track billable hours, monitor work-in-progress, generate fee invoices, and collect online client card payments.
Key Deliverables
Job timer stopwatch & manual time logs
WIP summary ledgers & write-up controls
Stripe-powered online invoice payments
Integrated across all AccountantOS practice modules
Core Application Modules
What you can do with AccountantOS.
A single, connected operating system for Australian accounting firms.
Available
Clients & Related Entities
Manage individuals, companies, trusts, partnerships, and SMSFs with full family group mapping.
Entity group hierarchy view
TFN, ABN & ACN master records
Director & relationship linking
ModuleClient Directory
Available
Practice Inbox & Email
Triage inbound client emails into a shared team inbox linked to client files and active jobs.
Inbound email thread parsing
Team mentions & internal notes
Convert email threads into job tasks
ModulePractice Inbox
Available
Branded Client Portal
Provide clients with a white-label portal to review requests, upload records, and sign documents.
Custom domain & logo branding
Passwordless magic link login
Mobile-friendly interface
ModuleClient Portal
Available
Service Catalogue & Fees
Define standard service items, fixed-fee packages, hourly rates, and recurring service frequencies.
Fixed-fee & hourly rate schedules
Standard task checklist templates
GST tax code & billing defaults
ModuleServices
Available
Engagements & Form Studio
Issue digital engagement letters, scope schedules, and custom tax intake forms.
Australian engagement templates
Custom digital intake questionnaires
Auto-job creation on sign-off
ModuleEngagements
Available
Document Requests & e-Signatures
Request tax records, securely store files, and collect binding digital signatures online.
Checklist document requests
Native e-signature sign-off
Timestamped view & signature audit logs
ModuleDocuments
Available
Jobs, Tasks & Recurring Work
Track job pipelines, assign checklists, and automate recurring monthly, quarterly, and annual work.
Kanban & list pipeline views
Automated monthly/quarterly schedules
Standardised task checklists
ModuleJobs Pipeline
Available
Client Intake & Enquiries
Publish digital intake forms for new client enquiries and fee proposals.
Per-service custom intake forms
Instant lead triage & assignment
Direct integration with client setup
ModuleIntake Forms
Available
Time Entries, WIP & Billing
Track billable time, manage work-in-progress ledgers, issue invoices, and collect card payments.
Job timer & manual time logs
WIP ledger with write-up/down tools
Integrated portal online payments
ModuleWIP & Payments
Integration & Capability Status Transparency
We only mark capabilities as available when backed by active, working product features.
ATO Direct LodgementsCompliance
Coming SoonXero SyncAccounting
Coming SoonMYOB SyncAccounting
Coming SoonDocuSign IntegrationE-Signature
Coming SoonAdobe Sign IntegrationE-Signature
Coming SoonStripe Fee PaymentsPayments
AvailablePractice Email IngestionEmail
AvailableNative e-SignaturesE-Signature
AvailableWhite-Label Client PortalCompliance
AvailablePractical Execution
Australian accounting workflow examples.
See exactly how standard accounting engagements execute inside AccountantOS with transparent triggers, client requests, team workflows, and client deliverables.
Practice Engagement Template
Monthly Bookkeeping
Recurring monthly client reconciliation
Trigger / Schedule
1st of each month (Automated schedule)
Client Requests
- Monthly bank statements
- Supplier tax invoices & receipt uploads
- Payroll expense summaries
Team Workpapers
- Bank transaction reconciliation job in pipeline
- Uncategorised transaction query list sent to portal
- Monthly P&L & management report compilation
Client Deliverable
Monthly P&L, balance sheet, and bank reconciliation status delivered in client portal.
Practice Transformation
Before and after AccountantOS.
Replace disconnected spreadsheets and manual document chasing with a single operating system designed for modern Australian practices.
Legacy Practice Stack
Disconnected Email Threads
Client emails trapped in personal staff inboxes with zero team visibility.
With AccountantOS
Client DirectoryOne Client & Entity Workspace
All conversations, notes, and records consolidated into a shared team workspace.
Legacy Practice Stack
Spreadsheet Job Lists
Work tracked on static Excel sheets prone to missed due dates.
With AccountantOS
Jobs PipelineRepeatable Jobs & Checklists
Automated pipelines with standardized task checklists and clear deadlines.
Legacy Practice Stack
Repeated Document Chasing
Endless email follow-ups for tax receipts and signed declarations.
With AccountantOS
DocumentsConnected Document Requests
Structured document request lists with automated portal e-signature sign-off.
Legacy Practice Stack
Separate Booking Records
Third-party scheduling forms disconnected from master practice files.
With AccountantOS
Intake FormsIntegrated Client Intake
Branded intake forms connected straight to client master records.
Legacy Practice Stack
Unclear WIP & Untracked Time
Unbilled hours sitting untracked, creating fee disputes and write-offs.
With AccountantOS
WIP & PaymentsTime & WIP Connected to Services
Real-time timers and WIP ledgers with direct portal invoice payments.
Security & Governance
Built on firm practice trust.
Architected specifically for compliance-sensitive Australian accounting practices requiring strict data boundary isolation, audit traceability, and branded portals.
Isolated Data Stores
Tenant-Isolated Practice Data
Practice records, client files, and tax documents are strictly partitioned to prevent cross-tenant data access.
Strict practice boundary scoping on every request
Dedicated encryption boundaries per firm
Zero cross-firm data sharing
Access Control
Roles & Granular Permissions
Ensure partners, managers, accountants, and bookkeepers only access permitted practice modules.
Pre-configured roles (Partner, Manager, Staff, Bookkeeper)
Module-level permission toggles for WIP, invoices, and settings
Client group access restrictions per staff assignment
Full Traceability
Immutable Audit Trail
Comprehensive logs track every critical practice event, document view, signature, and transaction.
Timestamped logs for uploads, views, and e-signatures
User IP and session security tracking
Exportable audit logs for compliance reviews
100% Branded Experience
White-Label Client Portal
Clients see your practice logo, primary brand colours, custom domain, and firm name without third-party vendor noise.
Custom domain portal configuration
Custom primary & secondary brand colour themes
Branded email notification headers and footers
Built for Australia
Australian Practice Focus
Purpose-built for Australian accounting practices, entity structures, and compliance terminology.
Support for Pty Ltd, Trusts, SMSFs, Partnerships, and Individuals
Australian English terminology (BAS, PAYG, TFN, ABN, Lodgement)
Local timezone awareness and date formatting
Launch Offer
Run your next client workflow in AccountantOS
Standardise practice workflows—from client intake and fee proposals to job tracking, document requests, WIP management, and client payments.
Guided onboarding with sample practice templates
Early-access launch pricing from $1/month for 6 months
Branded client portal setup under your firm's domain
$1/month for your first 6 monthsStarter plan from $49/mo (billed annually) thereafter
Verified Directory
Find the right
tax professional.
Access our verified directory of over 60,000 registered tax agents, BAS agents, and accountants across Australia. Instantly verify TPB registration and contact details.
TPB Verified60,000+ Profiles
Enterprise infrastructure. Simple pricing.
Deploy now, scale when you need to. Built on a revolutionary Universal Wallet.
$1
Launch Offer
/ month for 6 months
Then standard pricing applies
- Card required
- Standard pricing applies after 6 months
- Usage wallet, extra team members, SMS, ID checks, e-signatures, and premium integrations billed separately
- Limited-time launch allocation. Future promotions may be reduced after the allocation fills
Starter
For sole practitioners getting control of their daily workflow.
$39
/ month+ GST AUD
Billed $468 annually + GST
- Includes 1 team member
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- 20 GB secure document storage
- Includes 50 active clients
- + 50¢/mo per additional client (Auto-deducted from Wallet)
- Client Portal (AccountantOS branding)
- Pre-paid Ecosystem WalletNon-Refundable
- Standard Email Support
Core Stack
For small teams needing seamless practice collaboration.
$79
/ month+ GST AUD
Billed $948 annually + GST
- Includes up to 3 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- 100 GB secure document storage
- Includes 150 active clients
- + 20¢/mo per additional client (Auto-deducted from Wallet)
- Automated SMS & Email Client Reminders
- $15.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- Live Chat Support
Most Popular
Professional
For modern practices optimizing operations and client experience.
$129
/ month+ GST AUD
Billed $1548 annually + GST
- Includes up to 5 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- 250 GB secure document storage
- Unlimited active clients & portal accessMost Cost Effective
- 100% White-labeled (No Watermarks)
- $25.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- Invoicing & Profit Center tools (Stripe Connect)
Infrastructure
For high-volume firms running wholesale financial operations.
$199
/ month+ GST AUD
Billed $2388 annually + GST
- Includes up to 15 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- 500 GB secure document storage
- Unlimited active clients & portal access
- Wholesale Bookkeeping Ledger access (Basiq)
- Automated Work Reassignment & Offboarding
- $40.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- 1-Click Xero / XPM Migration Engine
- Dedicated Technical Solution Architect
Global Network Firms
Global Firm Infrastructure
Dedicated instances and custom API SLA for Big 4 and international network firms.
Dedicated VPC Infrastructure
Isolated database instances and single-tenant architecture for maximum data sovereignty.
Enterprise-Grade Compliance
Custom AUSTRAC routing, Single Sign-On (SAML/Okta), and strict internal RBAC policies.
Wholesale API Credit Pool
Massive, custom-quoted credit allowances for enterprise-wide identity and banking syncs.
White-glove Engineering Support
A dedicated Solution Architect, custom Master Service Agreement (MSA), and PO invoicing.
Custom MSA
Custom Quoted
- Invoiced via Purchase Order
- No Credit Card Required
- Custom SLA & Uptime Guarantees
- Dedicated Account Manager