The sole practitioner
Forty clients. Mostly individuals. A handful of small businesses.
You know each client by name. myaccountant shows them in a single list, sorted by the lodgement that is next due.
The client who arrives with clean books.
When your clients use myaccountant, the handoff is different. Books reconciled, receipts attached, every lodgement traceable from source to submission. More of the work you trained for.
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A client says "I'd like you to join me on myaccountant." Here is what that looks like for practices like yours.
Four practices. One familiar request.
The small partnership
Two partners. Six staff. Three hundred clients.
Staff see the clients assigned to them; partners see the whole book. Reviewer notes live next to the transactions they are about. Handovers take minutes, not afternoons.
The specialist firm
Property, SMSF, or creative industries. Clients with complications.
Your clients' books are complicated because their lives are. myaccountant holds the complication — joint ownership, trust distributions, multi-entity structures — in a shape lodgement software reads.
The growing practice
Adopting proactively. One engagement at a time.
You don't migrate every client on day one. Start with the next one you onboard. The practice grows without a replatform in eighteen months.
Three things, reliably. Everything else is detail.
Different practices. Same three things they wanted.
Calm.
Fewer June fire drills.
Clients who use myaccountant arrive with reconciled books, attached source documents, and lodgement-ready data. The year-end scramble quiets down because the year has been kept all year.
Clarity.
One view of your entire book of clients.
Which lodgements are due this week. Which clients need a touch. Which transactions are flagged for your review. The practice dashboard tells you what matters next.
Control.
Your workflow stays yours.
Lodge direct to the ATO via SBR, or push to your existing agent software. Set scoped permissions per client, per staff member. Export the whole book at any time. No lock-in.
Three kinds of work. One platform.
You know how a practice runs. Here is where myaccountant fits into it.
Running the practice
Practice dashboard. Client list with lodgement calendar. Scoped permissions per staff member. Reviewer queues. The operational chrome a practice uses, without a setup weekend.
Meeting the ATO with your clients
SBR-direct lodgement, or push to your existing agent software. STP Phase 2 compliant. BAS and IAS prepared from clean source data. Every number traces back to its document.
Letting the Workflows do the first pass
Receipts read and categorised before they reach your review. Property statements posted by owner and property. Every Workflow keeps an audit trail — you see what the agent saw, what it decided, and why.
About your place in all this.
The unspoken worry when a platform like this lands on an accountant's desk is whether it makes them less necessary. The honest answer is the opposite. By automating the data entry you never trained for, myaccountant returns your practice to the advisory work you did. Clean books don't eliminate the accountant. They change what the accountant's time is worth.
The Workflows sit in the same logic. Every decision an agent makes is logged, attributed, and reviewable. Most AI in accounting is a black box. Ours is a glass one — you see the source document, the extraction, the categorisation, and the posting in a single trail. Your review is still the review. It just starts from a cleaner page.
Questions you might be asking.
Frequently asked questions
How do I support a client who is already on myaccountant?
They send you an invitation. You accept it. Their books open in your practice dashboard, scoped to what they have shared.
Can I manage multiple clients from one practice login?
Yes. The practice dashboard lists every client you are engaged with, sortable by next lodgement, by staff allocation, or by flag.
What permissions can I set?
Per staff member, per client. Read-only, edit, approve, lodge — at the granularity you need. Clients see who from your practice has access to what.
Does it lodge via SBR or push to my existing agent software?
Either. Lodge SBR-direct to the ATO, or push the prepared data to the agent software you already use.
How is this different from Xero HQ or MYOB's practice tools?
myaccountant starts from the client's whole financial life, not their accounting software. When a client brings you their individual tax, their investment property and their side business in one platform, the practice tools sit on top of that.
Who owns the client's data?
The client. You hold delegated access for the engagement. If they leave the platform, their records go with them; your notes remain in your practice.
What if I want to bring more clients onto it?
Send an invitation. They get a guided setup. You get their books in your dashboard as soon as they complete it.