Practice management software for accountants in Canberra
Finye is practice and client management software for Canberra accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Canberra practices sit close to the action. Many firms across the ACT serve a steady mix of local small businesses, sole traders and contractors, public-sector-adjacent consultants, and a growing number of SMSFs and family trusts. That breadth keeps work varied, but it also makes it harder to track who needs what, when each lodgment is due, and where time is going across the team.
Finye is practice and client management software built for accounting and bookkeeping firms. It brings client records, work requests, recurring jobs, compliance deadlines, time and billing, and a client portal into one place, so a Canberra practice can spend less time chasing detail and more time advising clients.
Running a modern Canberra practice
Whether your office is in Civic, Belconnen, Gungahlin or Woden, the day-to-day pressures are similar: too many emails, work spread across spreadsheets and inboxes, and no single view of what the team is working on. Finye gives you one shared workspace. Client requests and jobs become work items on boards you can view as a kanban or a list, each with a status workflow, priority, assignee, comments, attachments, checklists and subtasks.
Email-to-ticket turns inbound client emails into work items automatically, so nothing slips through when a client emails the office instead of the right person. For practices that take on staff or contractors at busy times, assignees and statuses make it clear who owns each piece of work without a daily catch-up meeting.
Managing client work and recurring jobs
A client in Finye can be an organisation or an individual, with entity types covering companies, trusts, partnerships, sole traders and SMSFs, each with their own contacts. That suits the typical Canberra client base, where a single family group might span an operating company, a trust and a self-managed super fund.
Recurring work such as quarterly BAS, monthly bookkeeping or annual financial statements can be set up as templated jobs that auto-generate on schedule, so the same checklist appears every period without anyone rebuilding it. Time tracking and a WIP ledger sit alongside the work, letting you record staff time, see unbilled WIP, and bill directly from it into draft invoices. Our guides walk through setting up boards, recurring jobs and time tracking step by step.
Staying on top of ATO and ACT deadlines
The compliance engine tracks Australian lodgment obligations and due dates, including BAS, IAS, income tax returns and ASIC reviews, with a practice-wide dashboard and a per-client view. That means you can see at a glance which clients have a deadline approaching across the July-to-June financial year, rather than reconstructing it from memory each quarter.
Canberra practices also work with the ACT alongside the ATO. Businesses operating in the territory may have ACT payroll tax obligations administered by the ACT Revenue Office once their Australia-wide wages pass the relevant threshold, and conveyancing, duties and land-related lodgments are handled at the territory level too. Finye does not file these for you, but having every client, contact and engagement in one organised system makes it far easier to keep track of the work that supports them, set internal reminders, and brief clients accurately. Engagement letters with e-signing, document and PBC requests, and AML/KYC onboarding help you start each engagement cleanly and keep a clear record.
Getting started
You can move a Canberra practice onto Finye without a long migration project. Bring clients and contacts across, set up your boards and recurring jobs, and connect the parts you need: invoicing and payments through Stripe or Square, a client portal where clients see their requests, upload documents, approve work and pay invoices, and Xero two-way sync to keep client and contact data aligned with your ledger.
From there you can layer in compliance tracking, time and WIP billing, and AI features such as ticket summaries, triage and reply drafting as your team gets comfortable. If you would like to see how it fits your firm, you can start with Finye and set up your practice in an afternoon. For a deeper look at specific workflows, browse our guides.