Practice management software for accountants in Chatswood
Finye is practice and client management software for accounting and bookkeeping firms in Chatswood, NSW. Manage work, deadlines and clients in one place.
Chatswood is one of Sydney's busiest commercial centres on the Lower North Shore, with a dense mix of small businesses, professional service firms, retailers around the Chatswood Interchange, sole traders and family-run companies. Accounting and bookkeeping practices here juggle a broad client base, from SMSF trustees and trusts to companies and contractors, often across multiple industries and lodgment cycles.
Finye is practice and client management software built for Australian accounting and bookkeeping firms. It brings your client records, work items, recurring compliance jobs, time and WIP, invoicing and a client portal into one place, so a Chatswood practice can see what is due, who is doing it and what is waiting on the client without chasing spreadsheets and inboxes.
Running a modern Chatswood practice
A typical Chatswood firm serves a wide spread of clients, small businesses near the Pacific Highway and Victoria Avenue, sole traders, family trusts, companies and self-managed super funds. Keeping all of that organised in email folders and shared drives quickly breaks down. Finye gives every client a single record with their entity type (company, trust, partnership, sole trader or SMSF), contacts, documents and history in one place.
From there, client requests and jobs become work items on boards you can view as a kanban or a list, each with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Email-to-ticket turns inbound client emails into work items automatically, so nothing started in your inbox gets lost. Our guides walk through setting boards up for a small accounting team.
Managing client work without the chase
Much of a practice's recurring load, quarterly BAS, IAS, annual returns and ASIC reviews, repeats on a predictable cycle. Finye lets you template recurring jobs so they auto-generate when due, rather than being rebuilt by hand each period. Time tracking and a WIP ledger sit alongside the work, so staff rates flow into a running WIP balance you can bill from as a draft invoice, with write-offs handled cleanly.
When you need information from a client, document and PBC requests, plus AML/KYC onboarding, run through the client portal. Clients log in to see their requests, upload documents, approve work and pay invoices, which cuts down the back-and-forth that slows a job. Engagement letters can be generated and e-signed via Annature or DocuSign, with automation kicking off once the letter is signed.
Staying on top of ATO and NSW deadlines
Australian compliance is unforgiving on dates. Finye's compliance engine tracks lodgment obligations and due dates, BAS, IAS, income tax returns and ASIC reviews, with a practice-wide dashboard and a per-client view, so a Chatswood principal can see at a glance what is approaching and what is overdue.
Federal obligations are only part of the picture. Practices on the North Shore also field state matters administered by Revenue NSW, including NSW payroll tax for clients whose Australia-wide wages exceed the threshold, land tax and stamp duty. While Finye is built around ATO and ASIC lodgment cycles, keeping each client's full profile and correspondence in one record makes it easier to coordinate state and federal work and avoid surprises. Always confirm current NSW thresholds and rates directly with Revenue NSW, as they are reviewed periodically.
Getting started
Finye also includes invoicing and payments via Stripe or Square with a public pay page and reminders, two-way Xero sync of clients and contacts, a knowledge base, team conversations, leads CRM, tenant branding and enforced MFA. Metered AI features can summarise a work item, triage an incoming request with a suggested priority and assignee, draft replies and turn a one-line brief into a work item.
If your Chatswood practice is ready to move off scattered spreadsheets and email, you can create an account and set up your first board, clients and recurring jobs in an afternoon. Start with the basics, then layer in compliance tracking and the client portal as your team gets comfortable. For step-by-step setup, see our guides.