Practice management software for accountants in Marion
Finye is practice and client management software for Marion accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Marion practices look after a client base built around southern-suburbs retail around Westfield Marion and settled residential streets — typically retailers, professionals, investors and small businesses. When client details, jobs and deadlines are scattered across spreadsheets, email inboxes and your ledger software, things slip through the cracks. Finye brings the day-to-day running of a practice into one place.
Finye is a practice and client management platform built for Australian accounting and bookkeeping firms. It combines clients and contacts, a client service desk for requests and jobs, recurring compliance work, time and WIP, invoicing, a client portal and an Australian compliance engine — so your Marion team can see who owes what, what is due next and where every job stands.
One place to run your Marion practice
A busy retail catchment around Westfield Marion gives local practices a book of shopfront businesses and property investors. Finye gives each client a single record — whether they are a company, trust, partnership, sole trader or SMSF — with their contacts, entity details and history attached. Your team can see the full picture of a client without digging through old emails or asking whoever handled the last return.
Inbound client emails can be turned into work items automatically, so a request from a client in Oaklands Park or Mitchell Park becomes a tracked job rather than a message that gets buried. Boards give you kanban and list views, and AI triage can suggest a priority, assignee and category for incoming requests to help your team move faster.
Keeping client work and recurring jobs moving
Compliance work is repetitive, and that is where templated recurring jobs help. Set up quarterly BAS, monthly IAS, annual income tax returns and ASIC review reminders once, and Finye generates the jobs on schedule so nothing is forgotten between busy periods. Each job carries its own checklist, subtasks, comments and attachments, so whoever picks it up knows exactly what is required.
Time tracking and a WIP ledger sit alongside the work. Staff log time against jobs at their charge rate, you can see unbilled work building up, and you can bill straight from WIP into a draft invoice with write-offs handled cleanly. That keeps recovery visible and makes month-end billing far quicker — there is more on setting this up in our guides.
Staying on top of ATO and South Australia deadlines
The compliance engine tracks Australian lodgment obligations and due dates — including BAS, IAS, income tax returns and ASIC annual reviews — with a practice-wide dashboard and a per-client view. Instead of cross-checking lodgment programs by hand, your team sees what is due next and for whom.
Marion clients also have state obligations to keep front of mind. RevenueSA administers payroll tax, land tax and stamp duty in South Australia, with registration thresholds and lodgment cycles that differ from the ATO program. Finye does not lodge these for you, but you can track the admin and deadlines as work items and recurring jobs so RevenueSA dates sit beside your ATO obligations rather than living in someone’s head. Keeping federal and state deadlines in one view is one of the simplest ways to reduce the risk of a missed lodgment.
A client portal, and how to start
Your clients in Marion can log in to a branded portal to see their requests, upload documents, approve work and pay invoices. Document and PBC requests, AML and KYC onboarding, engagement letters with e-signing, and Stripe or Square payments are all built in, which cuts down the back-and-forth that eats into chargeable time. Two-way Xero sync keeps client and contact details aligned with the ledger.
Getting started is straightforward. Bring your client list into Finye, set up the recurring jobs your practice runs each quarter and each year, and connect Xero so client records stay in step. From there your team works from boards, the compliance dashboard and the WIP ledger instead of scattered spreadsheets. You can start a free trial and have a working setup in place before your next BAS quarter, then invite the rest of your Marion team once it suits you.