Built in Australia, for Australian firms
Practice Management for Multi-Disciplinary Accounting Firms
Our Clients Love Us, and You Will Too!
Trusted by leading multi-disciplinary firms across recognised accounting networks
Dedicated Practice Management platform that goes deeper where it matters
Workflow
Ultimate clarity
Built for clarity and flexibility—delivering the right data to the right people,
at the right time.
at the right time.
Integrated ATO Lodgement Data
All your lodgement data, automatically connected.
No chasing updates. No manual tracking. Just real-time visibility across
every client and deadline.
No chasing updates. No manual tracking. Just real-time visibility across
every client and deadline.
Capacity & Resource Planning
See who’s doing what—and what’s coming next.
Balance workloads, plan ahead, and avoid bottlenecks before they
happen
Balance workloads, plan ahead, and avoid bottlenecks before they
happen
Automations & Alerts
Keeping work moving—nothing slips.
Smart automations and real-time alerts keep everything on track, without
the need to chase.
Smart automations and real-time alerts keep everything on track, without
the need to chase.
Billing
Flexible billing — built to handle complexity
Designed to support the way accounting firms actually bill.
Work from WIP, fixed fees, or total values—without rigid templates
or workarounds.
Work from WIP, fixed fees, or total values—without rigid templates
or workarounds.
Built for Real Firm Structures
Supports multi-entity and multi-engagement billing natively.
Avoid duplication and reduce the need for manual workarounds.
Avoid duplication and reduce the need for manual workarounds.
Full WIP Visibility & Control
See everything before you bill.
Adjust, allocate, and refine WIP across clients and jobs with
precision
Adjust, allocate, and refine WIP across clients and jobs with
precision
Designed for Efficiency
Reduce the time spent on billing.
Handle complex processes more efficiently—without sacrificing
accuracy or control.
Handle complex processes more efficiently—without sacrificing
accuracy or control.
Reporting
Live, In-App Analysis
Work with your data directly.
In-app pivot tables let you explore performance in real
time—without exporting or reworking data.
In-app pivot tables let you explore performance in real
time—without exporting or reworking data.
Analytics, Delivered
A complete analytics layer, powered by Power BI.
Fully maintained and included in your subscription—
giving you a clear, consistent view across your firm
Fully maintained and included in your subscription—
giving you a clear, consistent view across your firm
A Complete View of Your Practice
See how your firm is performing in one place.
From workflow through to billing, understand what’s
happening across the business.
From workflow through to billing, understand what’s
happening across the business.
Exception Reporting
Nothing falls through the cracks.
Identify issues, gaps, and delays early—so they can be
addressed before they become problems.
Identify issues, gaps, and delays early—so they can be
addressed before they become problems.
Everything Else Handled
Single Source of Truth
One place for your core data — integrated across your tools.
Microsoft Integration
Single sign-on and seamless integration with your existing systems, including Outlook email integration and
Power Automate for automation
Power Automate for automation
Security & Access Control
Role-based permissions ensure the right people have access to the right data.
Core Practice Modules
CRM, capacity planning, and timesheets — all connected within the platform
And more - all in one place
Every module connected within the same platform. No switching tools, no lost context.
Client Management
Centralised CRM with group structures, debtor control and custom views.
Explore →Timesheets
Auto-suggestions based on work done. Variable rates. Calendar view.
Explore →Capacity Planning
Balance workloads and track team utilisation with integrated job data.
Explore →Document Management
SharePoint-integrated. Version control, tagging, and Outlook plug-in.
Explore →See how Kloud Connect could work for your firm.
No generic demos. A walkthrough built around your practice.