Solutions
Start from the size of firm you actually run
A sole practitioner, a team that's just hired its sixth accountant and a 30-person firm with two teams all get stuck in different places. Pick your size and see where AccountKit fits first.
WorkflowInteractive preview · sample dataPractice-wide work
Illustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
Choose your firm
Five sizes of practice, five different first steps.
Each page covers where a firm your size tends to get stuck, the starting stack, a customer story at that size and the plan that fits.
01Bookkeepers
Monthly schedules and reconciliations that repeat for every client.
Inter-entity loans and equipment finance set up once, recurring jobs on your daily plan, and client mail filed to the client instead of your inbox.
See AccountKit for bookkeepersEquipment financeInteractive preview · sample dataHarbour GroupEquipment financeFinance DetailsAllBull Family Group＋ New viewClientDescriptionAmount financedBalanceStatusBull Antics Pty LtdJohn Deere tractor and loader$40,120$0CompletedBull Antics Pty LtdVolkswagen Golf GTI$56,600$0Out of balanceBull Antics Pty LtdLandcruiser Troop carrier$65,000$29,982ReviewCrazy Bull Family TrustEquipment lease$28,150$8,240CurrentIllustrative AccountKit-style register · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
02Up to 5 staff
The repetitive work you’d otherwise hire a junior for.
Inter-entity matching in one run, finance schedules set up once and the next BAS job visible in the daily plan. Automatic repeating templates are on Practice.
See AccountKit for firms up to 5Wed23Thu24Fri25Sat26Sun278 am9 am10 am11 am12 pm1 pm2 pm3 pm4 pm1:19 pmBull InvestmentsCompliance Tax · 11 am- 1)Buy milk
- 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
- 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
- 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
- 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
- 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd
＋ Select a task or create a reminder
- Website Update | Cloud Accountants
- 2025/26 | Compliance Tax | Bull Antics Pty Ltd
- Team EOY Retreat 2025 | Cloud Accountants
- Complimentary Client Review Meeting 2026
- Onboarding – Client | Bull Antics Pty Ltd
- 2024/25 | January | Business Activity Statement
＋ Select a task or create a reminder
Illustrative AccountKit Task Planner · sample data
036 to 20 staff
More people, more clients and the same old spreadsheets.
Give every job an owner and a due date, plan each person’s day, and move compliance schedules out of saved workbooks before the next hire.
See AccountKit for firms of 6 to 20WorkflowInteractive preview · sample dataHarbour GroupWorkflowWorkflowAllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New ViewWORKFLOW / ALL JOBS4 jobsPractice-wide work
Job / clientAssignedStatusDueClient onboardingHarbour Group Pty LtdMCWork in28 SepEngagement renewalHarbour Family TrustJLWaiting2 OctPayroll processingSample Pty LtdPKManager review4 OctFY26 financial statementsHarbour Group Pty LtdMCOpen14 OctIllustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
0421 to 50 staff
Teams, managers and a spreadsheet per person.
One overview of everyone’s workload, advisory and compliance teams on the same client list, and templates new starters can follow.
See AccountKit for firms of 21 to 50WorkflowInteractive preview · sample dataHarbour GroupWorkflowWorkflowAllMy workTax WIPBAS WIPTemplates+ New ViewSAVED VIEW / TAX WIP4 jobsTax work in progress
Job / clientAssignedStatusDueFY26 company tax returnHarbour Group Pty LtdMCWork in30 SepFY26 trust returnHarbour Family TrustJLWaiting30 SepFY26 tax reviewBull Property InvestmentsPKManager review14 OctFY26 individual returnSample ClientMCOpen21 OctIllustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
0550+ staff
Rollout, permissions, several offices and a procurement review.
One practice-wide view for every team, advanced permissions, the same client list in every office, and the ISO/IEC 27001:2022 detail your IT reviewer will ask for.
See AccountKit for firms of 50+WorkflowInteractive preview · sample dataHarbour GroupWorkflowWorkflowAllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New ViewWORKFLOW / ALL JOBS4 jobsPractice-wide work
Job / clientAssignedStatusDueClient onboardingHarbour Group Pty LtdMCWork in28 SepEngagement renewalHarbour Family TrustJLWaiting2 OctPayroll processingSample Pty LtdPKManager review4 OctFY26 financial statementsHarbour Group Pty LtdMCOpen14 OctIllustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
If you already know the problem
Go straight to the part of AccountKit that fixes it.
Choose the problem that sounds most like your week. Each one names where to start and shows it in the product.
What fixes it
Workflow
Start with Workflow and give every recurring job an owner, a status and a next action.
WorkflowInteractive preview · sample dataPractice-wide work
Illustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
What fixes it
Document management
Start with the correspondence register and your existing DMS connected to the client group.
Correspondence RegisterInteractive preview · sample dataIllustrative AccountKit-style register · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
What fixes it
Compliance tools
Start with the compliance tool that replaces it, and let supported journals post to Xero.
Equipment financeInteractive preview · sample dataIllustrative AccountKit-style register · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
Whichever firm you run
The same product, used across thousands of Xero files.
- Xero connections
- 20,000+
- NZ Xero Practice App of the Year
- FY25
- Five-star reviews on the Xero App Store
- 80+
The heart of your firm
Bring your practice together. Start with one job.
Talk through your systems, team and deadlines with us. Find where AccountKit fits, then try it with your own clients.
