Practice management software for accountants in Box Hill
Finye is practice and client-management software for accounting and bookkeeping firms in Box Hill, VIC. Manage work, deadlines and clients in one place.
Box Hill is one of Melbourne's busier commercial hubs in the east, and accounting and bookkeeping practices here serve a varied client base, from small retailers and hospitality operators along Whitehorse Road and Station Street, to sole traders, family trusts, SMSFs and growing professional service businesses. Keeping all of that work organised across email threads, spreadsheets and disconnected tools quickly becomes a drag on the team.
Finye brings the day-to-day running of a practice into one place. Client and contact records, work items on boards, recurring compliance jobs, time and WIP, invoicing, a client portal and a compliance calendar all live together, so your Box Hill firm can see what is due, who is doing it and where every client stands without chasing information across systems.
Running a modern Box Hill practice
Most practices in Box Hill are small to mid-sized teams juggling a wide spread of clients. Finye gives you a single client record for each business or individual, with entity types that match how Australian practices actually work: company, trust, partnership, sole trader and SMSF, each with their own contacts. Inbound client emails can be turned into work items automatically, so requests do not get lost in a shared inbox.
Work is managed on boards with kanban and list views, status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Whether it is a year-end set of accounts or a quick query from a Box Hill cafe owner, every job has a clear owner and a clear status. For deeper how-tos, see our guides.
Managing client work without the chase
Recurring obligations are where practices lose the most time. Finye lets you build templated recurring jobs, such as quarterly BAS or monthly bookkeeping, that auto-generate on schedule so nothing slips. Time tracking and a WIP ledger sit alongside the work, with staff rates feeding a bill-from-WIP flow that turns logged time into draft invoices and supports write-offs.
Your clients get a portal of their own. They log in to see their requests, upload documents, approve work and pay invoices online via Stripe or Square, with payment reminders and a public pay page to keep cash flow moving. Document and PBC requests plus AML/KYC onboarding keep the start of each engagement tidy, and engagement letters can be generated and e-signed through Annature or DocuSign.
Staying on top of ATO and VIC deadlines
A Box Hill practice carries a steady load of ATO obligations, including BAS and IAS lodgments, income tax returns, GST, STP reporting, FBT and ASIC company reviews. Finye's compliance engine tracks these lodgment obligations and due dates with a dashboard and a per-client view, so you can see at a glance what is coming up across the whole client base.
State-level admin matters too. Victorian businesses deal with the State Revenue Office Victoria for obligations such as payroll tax, which applies once a business exceeds the Victorian wages threshold, along with land tax and duties. Keeping these state requirements visible against each client, in the same place as their ATO deadlines, helps your team advise confidently and avoid surprises. Always confirm current thresholds and dates with the relevant authority, as they can change between financial years.
Getting started
Finye also includes AI features on a metered credit wallet, such as ticket summaries, triage that suggests priority and assignee for incoming requests, reply drafting and knowledge-base drafting, plus an org wall for team conversations, a knowledge base, tenant branding, enforced MFA, a leads CRM and two-way Xero sync of clients and contacts.
If your Box Hill practice is ready to pull client work, compliance and billing into one system, you can create an account and set up your first boards in minutes. Browse the guides first if you would like to see how other practices structure their work in Finye.