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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.

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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
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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

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.

AccountKitWorkflowInteractive preview · sample data
Harbour GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingHarbour Group Pty Ltd
MCWork in28 Sep
Engagement renewalHarbour Family Trust
JLWaiting2 Oct
Payroll processingSample Pty Ltd
PKManager review4 Oct
FY26 financial statementsHarbour Group Pty Ltd
MCOpen14 Oct

0 of 4 completedCreate a new view ↗

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

See workflow

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.

  1. Two colleagues reviewing practice work together at a laptop

    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
  2. An accountant checking working papers with a calculator

    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
  3. A practice team discussing client reports around a table

    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
Chris Wheatley, Scope Accounting
Scope Accounting · Suburban firm in Bayside Brisbane, started in 2014, now a team of 14

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.”

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

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 plans

The 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 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.