Practice management software for accountants in Brisbane
Finye is practice and client management software for Brisbane accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Brisbane practices serve a broad client base, from sole traders and tradies across the suburbs to growing companies in the CBD, family trusts, partnerships and a steady stream of SMSFs. Keeping all of that work moving, while juggling ATO lodgment dates and Queensland obligations, takes more than a spreadsheet and a shared inbox.
Finye brings client management, work tracking, compliance deadlines, time and WIP, invoicing and a client portal into a single platform built for Australian accounting and bookkeeping firms. It is designed for the day-to-day reality of running a practice in Brisbane and across South East Queensland.
Running a modern Brisbane practice
Whether your office is in the CBD, Fortitude Valley, the western suburbs or out toward the bay, the work is the same: every client needs the right job done on time, and nothing should slip through. Finye gives you a single client record for each business or individual you act for, with entity types covering companies, trusts, partnerships, sole traders and SMSFs, plus every contact attached to that client.
From there, client requests and jobs become work items on boards you can view as a kanban or a list. Each work item carries a status workflow, priority, assignee, comments, attachments, checklists and subtasks, so the whole team can see what is in progress and what is waiting. Email-to-ticket turns inbound client emails into work items automatically, so a message from a Brisbane client does not get buried in someone's inbox.
Managing client work without the chaos
Recurring compliance work is the backbone of most Queensland practices. Finye lets you template recurring jobs, such as quarterly BAS or annual returns, so they generate automatically instead of being rekeyed each cycle. Staff track time against jobs at their own rates, time flows into a WIP ledger, and you can bill straight from WIP into draft invoices, with write-offs handled properly.
When work is ready, build invoices and take payment through Stripe or Square, send payment reminders, and give clients a public pay page. Your clients also get a portal where they can see their requests, upload documents, approve work and pay invoices, which cuts down the back-and-forth that eats into chargeable time. For more on setting up workflows, see our guides.
Staying on top of ATO and QLD deadlines
The compliance engine tracks Australian lodgment obligations and due dates, including BAS, IAS, income tax returns and ASIC reviews, with a dashboard and a per-client view so nothing is missed across the financial year that runs July to June. That visibility matters when you are managing dozens of clients with different lodgment cycles.
Brisbane firms also field plenty of questions that sit outside the ATO. Queensland payroll tax is administered by the Queensland Revenue Office, and clients crossing the state threshold often look to their accountant for guidance on registration and returns. Land tax and transfer duty are also QRO matters. While Finye is not a lodgment tool for state taxes, having a clear client record, document history and work-item trail makes it far easier to manage QRO-related queries alongside federal obligations, and to keep advice and follow-ups in one place.
Getting started
Engagement letters can be generated and e-signed through Annature or DocuSign, with post-sign automation, and document and PBC requests plus AML/KYC onboarding keep new clients moving from the first enquiry. Two-way Xero sync keeps your client and contact data aligned, and metered AI features can summarise work items, triage incoming requests and help draft replies when your team is stretched.
If you run an accounting or bookkeeping practice in Brisbane and want client management, compliance tracking, time, WIP and billing in one place, you can create an account and set up your firm. Browse the guides to see how other practices structure their boards, recurring jobs and client portal.