Practice management software for accountants in Melbourne
Finye is practice and client management software for Melbourne accounting and bookkeeping firms. Manage client work, compliance and billing in one place.
Melbourne accounting and bookkeeping practices serve a broad client base, from CBD professional services firms and inner-suburb hospitality operators to tradies across the outer growth corridors and SMSF trustees managing their own retirement savings. Keeping that mix of companies, trusts, partnerships, sole traders and self-managed super funds organised across spreadsheets, email and disconnected tools quickly becomes the hardest part of running the practice.
Finye brings client records, work, compliance deadlines and billing into one system built for Australian firms. Your team can track every client request as a work item, manage recurring jobs like quarterly BAS, monitor ATO and ASIC obligations, raise invoices and give clients a portal to upload documents and approve work. It is designed around how a Victorian practice actually operates, not retrofitted from generic project software.
Running a modern Melbourne practice
A growing practice across Melbourne, whether based in the CBD, Carlton, Box Hill or out toward Werribee and Dandenong, needs more than a list of clients and a folder of working papers. Finye gives you a single client record for each organisation or individual, with the entity type recorded up front, so a company, family trust, partnership, sole trader or SMSF each carries the right contacts and history.
From there, the work itself lives on boards you can view as a kanban or a list. Client requests and jobs become work items with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Inbound client emails can be turned straight into work items, so nothing raised by a client gets lost in a shared inbox. For partners, that means real visibility over who is doing what and what is at risk of slipping.
Managing client work and recurring jobs
Most of a practice's workload is repeatable. Finye lets you set up templated recurring jobs, such as quarterly BAS, monthly bookkeeping or annual financial statements, that generate automatically on schedule so the team is never relying on memory. Time tracking and a WIP ledger sit alongside the work, with staff rates feeding a write-up or write-off decision and the ability to bill straight from WIP into a draft invoice.
Clients get their own portal where they can see their requests, upload source documents, approve work and pay invoices. Engagement letters can be generated and e-signed through Annature or DocuSign, and document and PBC requests keep the back-and-forth for missing paperwork in one trackable place rather than scattered across emails. If you would like a closer look at how these pieces fit together, our guides walk through setting up boards, recurring work and billing.
Staying on top of ATO and VIC deadlines
Compliance is where a missed date costs the most. Finye's compliance engine tracks Australian lodgment obligations and their due dates, including BAS, IAS, income tax returns and ASIC annual reviews, with a dashboard and a per-client view so you can see what is coming up across the whole book.
Melbourne firms also field plenty of state-level questions. Victorian payroll tax is administered by the State Revenue Office Victoria, and the registration threshold and rates differ from other states, which matters for clients operating across borders or scaling their wage bill. Finye does not lodge state taxes for you, but recording these obligations as work items and surfacing them alongside ATO deadlines means a client's VIC payroll tax registration or land tax query is tracked the same way as a BAS, rather than living only in someone's head. Keeping ATO and state matters in one view helps the team give clients consistent, timely advice.
Getting started
Finye also includes invoicing with Stripe and Square payments and reminders, a knowledge base, an org wall for team conversations, two-way Xero sync of clients and contacts, AI features for summarising and triaging incoming requests, tenant branding and enforced multi-factor authentication. You can adopt the parts you need first and grow into the rest, without committing the whole practice to a new system on day one.
- Centralise clients: bring your Melbourne client base into one place with the right entity types and contacts.
- Systemise the work: turn emails and requests into tracked work items and recurring jobs.
- Never miss a deadline: let the compliance engine surface ATO and key state obligations.
If you run an accounting or bookkeeping firm in Melbourne and want your client work, compliance and billing in one system, you can create an account and set up your first board in minutes.