Every client, every entity, in one living record.
Individuals, companies, trusts and SMSFs share a single profile that carries contacts, compliance, corporate registers and relationships — so nothing about a client lives in three places at once.
Most practices keep the same client scattered across a CRM, a spreadsheet and a folder of PDFs. Finye replaces all of it with one record per client that every part of the workspace reads from — whether the client is an individual sole trader, a partnership, a company, a trust, a superannuation fund or a government entity.
Each profile keeps its contacts, ASIC corporate register, compliance obligations, KYC status, tax profile, notes and full change history in named tabs. Link a spouse, parent or business partner and the connection shows on both sides. Roll related clients into a family or entity group and their compliance and billing report together.