Features / Practice
Every client's books, before they email you.
Client records, permissions, lodgements and review work sit in one place, updated before you ask for them. The chasing stops being the job and judgment becomes it.
Practice work, organised around attention.
Every client in one view.
See BAS due dates, payroll status, outstanding invoices, compliance issues, and other work that needs attention across your client base.
Controlled access for the team.
Invite staff and give access by client, entity, and role, so each person sees the records they need.
Lodgement records kept together.
BAS lodgements can be made under your Tax Agent Number, with the client ABN and audit trail preserved.
Rules that reduce repeat work.
Practice-level categorisation rules can be applied across client books, so the same treatment does not need to be rebuilt client by client.
What else practice tools can handle.
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Client switching
Move between client books without re-logging in.
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Client invitations
Invite a client by email and establish the connection when they accept.
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Team member management
Grant staff access by client and role.
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Add-on purchasing
Buy properties, payroll seats, or personal-finance access for a client.
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Scoped sub-users
Give a bookkeeper access to one entity without exposing another.
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Practice onboarding
Accountants start from the practice dashboard; owners start from their own books.
The reports that come with it.
Reports from each module are available inside client books. At practice level, the most useful views are the ones that show what needs attention.
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Per-client compliance summary
BAS position, STP status, super status, and overdue items.
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Client lodgement history
Lodgements made for a client, searchable and exportable.
Give your team a clearer starting point.
Every feature of myaccountant can be available inside client books, with practice pricing and practice tools layered on top.