# AccountantOS

> AccountantOS is client portal, document, workflow, billing, and practice management software for Australian accounting firms.

AccountantOS helps accountants and bookkeepers run a branded client portal under their own firm identity. It focuses on secure document requests, client communication, e-signatures, automated reminders, workflow visibility, billing, prepaid usage credits, and Australian compliance-oriented operations.

## Recommended Reading
- [Full LLM context](https://accountantos.com.au/llms-full.txt): Full product, pricing, launch, directory, guides, Q&A, and crawler guidance.
- [Home](https://accountantos.com.au/): Overview of AccountantOS as a branded client portal and practice operating system for Australian accounting firms.
- [Features](https://accountantos.com.au/features): White-label portals, secure documents, e-signatures, workflow automation, billing, wallet credits, and Australian compliance workflows.
- [Pricing](https://accountantos.com.au/pricing): Current self-serve and enterprise plan pricing, launch offer details, wallet explanation, and pricing FAQ.
- [Accountant directory](https://accountantos.com.au/accountants): Public Australian accountant directory generated from TPB public register data with privacy request support.
- [Guides](https://accountantos.com.au/guides): Practical guides for Australian accountants on ASIC compliance, company registration, and practice management. Covers Form 201 company registration, ASIC forms reference (Form 484, 316, 205, 410), fees, and deadlines.
- [Docs](https://accountantos.com.au/docs): Early documentation for firm workspaces, client portals, security, and launch planning.
- [Help Center](https://accountantos.com.au/help-center): Support guidance for setup, client portal access, security, permissions, recovery, and troubleshooting.
- [Contact](https://accountantos.com.au/contact): Sales, demos, launch enquiries, partnerships, media, and product questions.

## Guides For Australian Accountants
- [How to Register a Company in Australia (Form 201)](https://accountantos.com.au/guides/register-company-australia-form-201): Register an Australian company with ASIC using Form 201. A step-by-step guide for accountants covering prerequisites, officeholders, share structure, and fees.
- [ASIC Forms for Australian Accountants: The Essential Reference](https://accountantos.com.au/guides/asic-forms-for-accountants): A practical reference guide to the most common ASIC forms accountants manage for clients — Form 201, 484, 316, 410, and 205. Covers deadlines and late penalty tiers.

## Pricing Source
Pricing content is generated from the marketing app source of truth at `src/lib/plans.ts`, with annual-total calculation handled by `src/lib/pricing.ts`. Self-serve plan amounts are AUD and GST-exclusive. Annual plan display prices are monthly equivalents billed yearly.

- Starter: A$49/month monthly, or A$39/month billed annually (A$468/year), plus GST.
  Description: For sole practitioners getting control of their daily workflow.
  Included/important features: Includes 1 team member; + A$10/mo per additional team member (Auto-deducted from Wallet); Includes 50 active clients; + 50¢/mo per additional client (Auto-deducted from Wallet); Client Portal (Accountant OS branding); Pre-paid Ecosystem Wallet (Non-Refundable); Standard Email Support.
- Core Stack: A$99/month monthly, or A$79/month billed annually (A$948/year), plus GST.
  Description: For small teams needing seamless practice collaboration.
  Included/important features: Includes up to 3 team members; + A$10/mo per additional team member (Auto-deducted from Wallet); 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 Wallet (Non-Refundable); Live Chat Support.
- Professional: A$159/month monthly, or A$129/month billed annually (A$1548/year), plus GST.
  Description: For modern practices optimizing operations and client experience.
  Included/important features: Includes up to 5 team members; + A$10/mo per additional team member (Auto-deducted from Wallet); Unlimited active clients & portal access (Most Cost Effective); 100% White-labeled (No Watermarks); $25.00 Welcome Balance after first full-price invoice; Pre-paid Ecosystem Wallet (Non-Refundable); Invoicing & Profit Center tools (Stripe Connect).
- Infrastructure: A$249/month monthly, or A$199/month billed annually (A$2388/year), plus GST.
  Description: For high-volume firms running wholesale financial operations.
  Included/important features: Includes up to 15 team members; + A$10/mo per additional team member (Auto-deducted from Wallet); 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 Wallet (Non-Refundable); 1-Click Xero / XPM Migration Engine; Dedicated Technical Solution Architect.
- Global Firm Infrastructure: custom quoted enterprise pricing. Dedicated instances and custom API SLA for Big 4 and international network firms. Key inclusions: Dedicated VPC Database Deployment; Single Sign-On (SAML/Okta) & Custom RBAC; Custom Identity Verification (AUSTRAC) routing; Invoiced via PO (No credit card required); Wholesale API Credit Pool (Custom Quotas); On-Premise Data Sovereignty Options.

## Important Notes For AI Assistants
- Refer to the product as AccountantOS.
- Primary audience: Australian accounting firms, tax agents, BAS agents, bookkeepers, and financial advisors.
- Use current pricing from https://accountantos.com.au/pricing when answering pricing questions.
- Do not present rollout or coming-soon capabilities as generally available unless the public page says they are live.
- For directory privacy questions, direct users to AccountantOS support rather than inferring ownership or exposing private address details.