Practice management software for accountants in Glen Waverley
Finye is practice and client-management software for accounting and bookkeeping firms in Glen Waverley, VIC. Run client work, compliance and billing in one place.
Glen Waverley is one of Melbourne's busiest commercial and professional hubs, and the accounting and bookkeeping practices based around Kingsway and the Monash precinct look after a wide spread of clients: local retailers and hospitality operators, trades and sole traders, family companies and trusts, and a growing number of self-managed super funds. Keeping that mix of work moving through BAS season, tax time and year-end without things slipping requires more than a spreadsheet and a shared inbox.
Finye is a practice and client-management platform built for Australian accounting and bookkeeping firms. It brings client records, work items, recurring jobs, compliance deadlines, time and WIP, invoicing and a client portal together in one place, so a Glen Waverley practice can see every job, who owns it and what is due next without chasing across tools.
Running a modern Glen Waverley practice
A practice serving Glen Waverley and the surrounding Monash suburbs typically juggles dozens of clients at different stages at once. Finye gives you a single client record for every business or individual you act for, with entity types that match how Australian firms actually work: company, trust, partnership, sole trader and SMSF, each with its own contacts. From there, every request and job becomes a work item on a board, so you can use a kanban view to see what is in progress or a list view to triage the queue.
Inbound client emails can be turned into work items automatically, so a question that lands in your inbox does not get lost between staff. Comments, attachments, checklists and subtasks keep the full history of a job in one thread, and your team always knows who is responsible for the next step.
Managing client work and recurring jobs
Most of the workload in a Glen Waverley practice is repeatable: quarterly BAS, monthly bookkeeping, annual financials and tax returns, and SMSF administration. Finye lets you template recurring work so jobs such as quarterly BAS auto-generate on schedule, rather than relying on someone to remember to create them. That is particularly useful when you are managing a book of small businesses and sole traders who all fall due around the same dates.
Time tracking and a WIP ledger sit alongside the work itself, with staff rates feeding into bill-from-WIP draft invoices and write-offs. When a job is ready to invoice, you can build the invoice and take payment via Stripe or Square, send payment reminders and point clients to a public pay page. Clients can also log in to a portal to see their requests, upload documents, approve work and pay invoices, which cuts down on back-and-forth.
Staying on top of ATO and VIC deadlines
Compliance is where a practice earns its reputation, and Finye includes a compliance engine that tracks Australian lodgment obligations and due dates, including BAS, IAS, income tax returns and ASIC company reviews, with a dashboard and a per-client view. That gives principals visibility over what is due across the whole client base, not just what is in front of one staff member.
Glen Waverley firms also field state-level questions that the ATO does not cover. Victorian payroll tax, administered by the State Revenue Office Victoria, applies once a business's Australian wages exceed the VIC threshold, and the rules and rates differ from other states. Land tax and the SRO's various duties and grants are common topics for local clients buying premises or restructuring. Finye does not lodge these for you, but keeping every client's obligations, documents and correspondence organised in one place makes it far easier to answer a SRO query quickly and to flag clients who may be approaching the payroll tax threshold. For more on setting these workflows up, see our guides.
Getting started
Finye also covers the admin that surrounds client work: engagement letters with e-signing and post-sign automation, document and PBC requests, AML/KYC onboarding, two-way Xero sync of clients and contacts, and a metered AI credit wallet for features like ticket summaries, triage and draft replies. A Glen Waverley practice can start with the core client and work-item workflow and switch on the rest as it grows. If you are weighing up options, our comparison and pricing pages lay out what is included. When you are ready to see it with your own client list, you can create an account and have your first boards and recurring jobs running the same day.