Features that run inside your branded client portal.
AccountantOS brings documents, messages, jobs, billing, and client workflows into one secure workspace under your firm's own brand.
6 months free for founding firms. Includes white-label setup and client migration support.
The Core Platform
Everything firms expect from a modern client platform, structured to remove manual data entry and fragmented communication.
100% White-Labeled App
Your firm's logo, colors, and custom domain. Give clients a polished, branded mobile-ready experience.
Government-Ready Workflows
Bring ATO, ASIC, and SBR-style workflows closer to the workspace your team uses every day.
Ledger & Banking Foundation
Keep banking, billing, and cashbook workflows connected to reduce dependency on fragmented tools.
Document Vault & E-Sign
Encrypted documents, approval requests, and mobile signatures built into the client experience.
Reclaim hours every week
Build firm operations around automation, review, and client accountability instead of repeated follow-up work.
Smart Triage Inbox
Turn inbound client emails and uploaded files into organized work instead of another admin queue.
Automated Follow-Ups
Chase missing documents and approvals with structured reminders before your team has to intervene.
WIP Auto-Billing
Move completed work into drafted invoices and approvals so billing never lags behind delivery.
Bulk Pre-Fill Lodgements
Prepare ATO workflows around exceptions and review instead of manual data entry.
Premium features as you scale
Toggle advanced modules into the client experience as your advisory model and client base mature.
Tranche 2 Identity & AML
Support identity verification and compliance checks during onboarding.
STP Phase 2 Payroll
Connect timesheets, payroll workflows, and journals for business clients.
AI Agent Builder
Route receipts, requests, and repetitive client questions into guided automation.
Advanced Job Workflow
Track jobs, tasks, groups, and client requests from one operational view.
Plus everything else you expect
The essentials are covered out of the box. No hidden limits for the everyday functions firms rely on.
Total Brand Control
Your clients interact with your brand, not ours. AccountantOS gives your firm the tools to deliver a premium digital experience without building from scratch.
Why firms choose AccountantOS
Create a digital experience business owners actually want to use, while reducing the administrative drag that slows teams down.
- Built purely for Australian accounting firms
- Designed strictly around your firm's brand
- Simple enough for business clients to actually use
- Reduces document chasing and admin work
- Creates a modern, premium client experience
- Future-ready for GST, BAS, payroll, and ATO workflows
Measurable results for practices
AccountantOS is designed to drive improvements in efficiency, communication, and profitability for Australian firms.
Saved 40+ hours per week
- Eliminated redundant data entry
- Automated client onboarding
- Consolidated five disconnected apps
3x Client Capacity
- Scaled without adding headcount
- Automated repetitive SMSF workflows
- Improved visibility across work
100% Client Adoption
- Launched white-label portal
- Improved turnaround time
- Mobile-first client engagement
Ready to run your firm on AccountantOS?
Replace disjointed portals and legacy tools with one beautifully engineered, white-labeled platform.