6 to 20 staff
Add people and clients without the spreadsheets multiplying
Once more than a handful of people share the client list, the way work is tracked stops keeping up. AccountKit gives the team one list of jobs, owners and due dates before the next hire makes it harder.
- 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
Where it gets stuck
The signs your tracking hasn’t grown with the team.
Each of these is fine at three people and expensive at twelve.
What fixes it
Workflow
Every job has an owner, a status and a due date in one practice-wide view, and status flows show exactly where a job is waiting. Recurring templates bring the next BAS back round on its own.
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
The daily plan
Each person drags the jobs they’re doing today onto their daily plan and ticks them off, from anywhere in AccountKit, while the practice view stays the source of truth.
- 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
What fixes it
The compliance tools
Division 7A, inter-entity loans and equipment finance keep their data from year to year, so the next person runs the schedule instead of rebuilding it, and matching journals post back to Xero.
Equipment financeInteractive preview · sample dataIllustrative AccountKit-style register · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
Where to start
A starting stack that holds up as the team doubles.
Start with the client list from Xero Practice Manager and switch the rest on as you need it.
01Workflow
One list of jobs everyone works from.
Practice-wide visibility, custom views for each person or team, and a daily plan that’s built from the same jobs.
See workflow
02Compliance tools
Schedules the next hire can pick up.
Division 7A, inter-entity loans, equipment finance and the rest of the 18 tools, run on stored data with a clear history.
See the tools
03Mail and e-signing
Client email and engagement letters in the group’s history.
Email integration files correspondence to the client group, and e-sign automations track each signature through Annature or FuseSign.
See document management
A two-person firm that grew to fourteen
Scope Accounting stopped jobs stalling and caught up on its lodgements.
“It’s all interactive and it’s in one spot. We’re not looking at various Excel spreadsheets. It’s honestly all about visibility.”
- years on the lodgement statistics dashboard
- 4+
- of this year’s work already done, in Chris’s words
- 80%
- people on the team now, grown from a two-person operation
- 14
Plan fit
Start with Practice when AccountKit runs your workflow.
Choose by the work you want to run, not the headcount. Practice covers the firm-wide workflow, custom views and repeat cycles described above.
Usually the right planPractice
- Everything in Professional
- Full practice-wide workflow
- Workflow templates and repeating tasks
- Knowledge Centre
- Advanced user permissions
- 140 accounting connections, with five users included
If your jobs already run in another system and you mainly need email, e-signing and advanced DMS, Professional may be the better starting plan.
Compare all three plansThe heart of your firm
Set it up before the next hire starts.
Bring your client list in from Xero Practice Manager and run a real fortnight of jobs through AccountKit with the team you have now.
Start a free 14-day trial
Create the account and bring in the client list your firm already works from.
Shape your AccountKit
Choose the tools, views and workflows that match the jobs your team needs to run.
Put it to work
Use AccountKit with real client work and decide what belongs in your practice stack.