Coastal Coffee Co
BAS, Jul to Sep
Due 28 Oct
Every client, job and deadline on one board.
Clients, groups, jobs and due dates in one place, so nothing slips and everyone knows what's next.
- Free forever, every accountant gets everything
- As many clients and staff as you like
- Built in Melbourne, data kept in Australia
Work board · this month
Drag, or tap an arrow
To do · 1
In progress · 1
Sam's Plumbing
Company tax return
Due 15 Nov
Review · 1
Harbour Family Trust
Financial statements
Due 31 Oct
Done · 1
Northside Hardware
FBT return
Done
What you can do
Client files
Details, entities, contacts, documents, notes and jobs in one place.
Groups and families
Keep a family's people, trusts and companies together, with their relationships.
Work board
Drag jobs to done. Swimlanes show who's flat out.
Backlog by due date
Overdue, due soon and coming up, grouped by when.
Due dates worked out
Worked out per entity from type, size and GST cycle.
Calendar
Every client deadline on one calendar.
Preparer and reviewer
Who does it and who checks it, per client or group.
Notes and follow-ups
Pin what matters, set follow-ups, see what's still open.
Leads pipeline
Track new enquiries through to signed clients.
Your own client fields and services
Add the fields your practice tracks and the services you offer.
Find and merge duplicates
Spot the same person entered twice and merge them cleanly.
Goes well with
- Tax returnsIndividuals, companies, trusts, partnerships and SMSFs, with schedules, estimates and signing built in.
- BAS and complianceBAS, FBT, TPAR, Division 7A, franking and PAYG instalments, all worked out from the client's ledger.
- Ledger and workpapersClient ledgers, workpapers and financial statements with notes, in the same place as the tax return.
Set up your practice. It's free.
No per-client fees, no tiers, no sales call.