Agentic practice management for Australian accountants
An orchestrator and 15 specialist agents run onboarding, BAS, tax returns, invoicing, e-signatures and client email. They do the work and propose every action. You approve.
Monday, 8:00. The morning run, live.Agents draft. You approve. Nothing leaves the practice without you.
The orchestrator turns your priorities into work, hands each job to the right specialist and reports back daily. Every agent does one job, and does it the way your practice does.
Every step records what the agent read, what it proposed and who approved it. Here is one 2025 tax return.
Onboarding hands the new client's recurring return to the Jobs Agent.
Onboarding, JobsIncome statement and receipts arrive by email, named and filed to the job.
DocumentsWorkpapers and a tax estimate are built. A person enters and reviews the figures.
ITRThe reviewed version goes out for e-signature only after you approve the send.
You, SignaturesThe signed copy is filed and checked against the exact version you reviewed.
SignaturesYour team lodges. The receipt is recorded and the client is told.
Lodgement, Client emailThe agents work inside the same CRM your team uses, so every client, job, email and document stays in one place, whether your practice runs on Google Workspace or Microsoft 365.
Clients complete details, ID and AML/CTF checks, consents and engagement letters online.
Every ATO obligation, due date and signed declaration, reconciled against ATO reports.
Gmail or Outlook syncs into each client's history. Incoming email moves jobs on and flags replies due.
Invoices drafted from the job, raised and emailed through Xero, overdue ones chased.
Returns sent for signature, signers reminded, signed copies filed back automatically.
Documents named, filed to Google Drive or SharePoint and linked to the client and the job, duplicates caught.
Time logged against each job, with budgets you see before they run over.
CGT, FBT, Division 7A, borrowing costs, chattel mortgage, income and company tax.
Your SOPs, templates and ATO notes, used by your team and by the agents.
Your clients trust you with their tax affairs. The agents work under the same rules your team does.
Emails, invoices, signature requests and record changes wait for your approval. Agents never lodge.
TFNs, identity documents and children's details never reach an AI model. No client consent, no AI on their file.
Each run logs what the agent read and proposed. Approved changes can be undone.
Each staff login opens only the areas its role needs, and each agent reads only what its job needs.
We set the agents up on your practice's tools and a sample of real client work. No cost, no commitment.
Run it on real work first. You start paying only when you decide to keep using it.
No lock-in contract. Stop whenever you like, no questions asked.
In a 30-minute demo we'll run the agents on a sample of your client work and show you every proposal they'd bring you.
Demo requested. We'll email you within one business day to pick a time.