Features / Practice
A clearer view across your clients.
Practice tools bring client records, permissions, lodgements, and review work into one place, so your team can spend less time finding the work and more time applying judgment.
Features · Practice
Overview
By what you hold
People and pay
Meeting the ATO
Asking for help
For accountants
Practice work, organised around attention.
Every client in one view.
See BAS due dates, payroll status, outstanding invoices, compliance issues, and other work that needs attention across your client base.
Controlled access for the team.
Invite staff and give access by client, entity, and role, so each person sees the records they need.
Lodgement records kept together.
BAS lodgements can be made under your Tax Agent Number, with the client ABN and audit trail preserved.
Rules that reduce repeat work.
Practice-level categorisation rules can be applied across client books, so the same treatment does not need to be rebuilt client by client.
What else practice tools can handle.
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Client switching — Move between client books without re-logging in.
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Client invitations — Invite a client by email and establish the connection when they accept.
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Team member management — Grant staff access by client and role.
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Add-on purchasing — Buy properties, payroll seats, or personal-finance access for a client.
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Scoped sub-users — Give a bookkeeper access to one entity without exposing another.
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Practice onboarding — Accountants start from the practice dashboard; owners start from their own books.
The reports that come with it.
Reports from each module are available inside client books. At practice level, the most useful views are the ones that show what needs attention.
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Per-client compliance summary — BAS position, STP status, super status, and overdue items.
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Client lodgement history — Lodgements made for a client, searchable and exportable.
Give your team a clearer starting point.
Every feature of Myaccountant can be available inside client books, with practice pricing and practice tools layered on top.