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Workflow

See the work across your practice. Plan your own day.

Keep jobs, owners and due dates visible across the firm, then organise your calendar, daily tasks and projects in Task Planner.

Start free trialBook a demo
Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • 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

Inside the task planner

Plan the week, then work through today.

Your calendar, daily plan and projects sit together, so you can choose the next task without losing sight of the rest of the week.

See the calendar, tasks and projects together

Start with the week calendar, today’s tasks and the work still moving through your projects.

Focus on the next client task

Select a client task from Daily Plan and see it in the context of your week.

Flag what needs attention

Keep the task in view and flag it as the next piece of work to handle.

Finish the task and keep moving

Tick it off and the Daily Plan updates, while the rest of your projects stay visible.

  • See the calendar, tasks and projects together
  • Focus on the next client task
  • Flag what needs attention
  • Finish the task and keep moving

See the calendar, tasks and projects together

Start with the week calendar, today’s tasks and the work still moving through your projects.

Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • 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

Start with the week calendar, today’s tasks and the work still moving through your projects.

Focus on the next client task

Select a client task from Daily Plan and see it in the context of your week.

Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • 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

Select a client task from Daily Plan and see it in the context of your week.

Flag what needs attention

Keep the task in view and flag it as the next piece of work to handle.

Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • 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

Keep the task in view and flag it as the next piece of work to handle.

Finish the task and keep moving

Tick it off and the Daily Plan updates, while the rest of your projects stay visible.

Task PlannerPMPaul Murray⌄
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday4 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • 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

Tick it off and the Daily Plan updates, while the rest of your projects stay visible.

Workflow × document management

Open the job. Find its files. Build the folder structure.

A job does not stop at its status. Walk from My work into the checklist, the connected DMS folder and a bulk folder template.

An incoming message becomes assigned work.Client correspondence can stay linked to the client group while a task lands in the right person’s My work list.
AccountKit Workflow
AllMy workMy Tax WorkMy ReviewMy TeamTimelineTax WIPBAS WIPTemplates+ New View
Work to be done / ClientAssignedStatusStartDueCurrent note
✉ Incoming client emailBull Antics Pty Ltd · tax informationLinked to client group → assigned to Paul
✓ Reminder 2
Follow up remaining tax info.From client email · assigned to PaulPMOpen—Dec 12+ Click here to leave a comment
AM Administration 1
Bull Antics Pty LtdPreparing existing clientsPMIn progressAug 31Sep 1+ Click here to leave a comment
BK Bookkeeping 3
Ben’s Big BankBen’s taskPMWork inOct 18Nov 29+ Click here to leave a comment
Bull Antics Pty LtdPayroll Processing & STP Filing – pay on 03 December 2025PMWork inDec 3Dec 4+ Click here to leave a comment
Conway Family TrustBookkeeping · AugustPMIn progressAug 1Aug 31+ Click here to leave a comment
BA Business Activity Statement 17
Bull Buckets Pty Ltd2026/27 · Apr – Jun Business Activity StatementPMOpenAug 1Sep 15+ Click here to leave a comment
Bull Property Trust2026/27 · Apr – Jun Business Activity StatementPMOpenAug 1Sep 15+ Click here to leave a comment
Bull, Ashlee2026/27 · Apr – Jun Business Activity StatementPMOpenAug 1Sep 15+ Click here to leave a comment
Bull, Oliver2026/27 · Apr – Jun Business Activity StatementPMOpenAug 1Sep 15+ Click here to leave a comment
Stylised AccountKit product journey · illustrative records and folder template

Set it up your way

Workflow follows the way your practice already moves work.

Start from AccountKit’s supplied workflow templates, then tailor statuses, work types, practice authorities, owners and repeat cycles to your firm. You do not have to build every job from scratch.

  1. 01Status flows

    Statuses that match how a job really moves.

    Define the stages from preparation to manager review to lodged, and filter any view by where a job is up to.

  2. 02Roles and authorities

    The right person is assigned before the job starts.

    User roles act as placeholders in workflow templates, and practice authorities set what each person is authorised to do, so repeating work lands with someone who can do it.

  3. 03Starter and recurring templates

    Start from a template. Make it yours.

    AccountKit supplies templates to get you moving. Tailor their steps, instructions, owners and timing, then repeat BAS, IAS and annual work without rebuilding the checklist.

  4. 04Linked work

    One click from the task to the client’s files.

    Create or link tasks from correspondence, client pages and any of the tools, then open the underlying client folder in your DMS.

    See document management

Proof from the Xero App Store

Practices already plan their day in AccountKit.

NZ Xero Practice App of the Year
FY25
Five-star reviews on the Xero App Store
80+
Xero connections
20,000+
Read how firms use it
Chris Wheatley, Scope Accounting
Scope Accounting · Suburban firm in Bayside Brisbane, started in 2014, now a team of 14

A firm that stopped jobs stalling

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.”

Chris Wheatley, Scope Accounting
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
Read the Scope Accounting story

The heart of your firm

Start with a workflow your whole practice can see.

Bring your client list in from Xero Practice Manager, set up the views your team needs, and run a real week of work in it.

Start free trialBook a demo

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.