Practice management software for accountants in Shepparton
Finye is practice and client management software for accounting and bookkeeping firms in Shepparton, VIC. Run client work, compliance and billing in one place.
Accounting and bookkeeping practices in Shepparton work with a broad mix of clients, from Goulburn Valley farms and food producers to local trades, retailers, sole traders and self-managed super funds. Keeping that work organised across email, spreadsheets and a handful of disconnected tools quickly becomes the bottleneck. Finye brings client records, jobs, compliance deadlines and billing together so your team can spend less time chasing information and more time advising clients.
Finye is a practice and client management platform built for Australian accounting and bookkeeping firms. It combines a client service desk, recurring job automation, a compliance engine for ATO obligations, time tracking and WIP, invoicing, a client portal and Xero two-way sync, all in one system designed around the way a regional practice actually runs.
Running a modern Shepparton practice
A Shepparton firm rarely fits a single mould. You might be preparing a BAS for a market gardener one hour and reviewing an SMSF or a family trust the next. Finye keeps every client type in one place, whether they are a company, trust, partnership, sole trader or SMSF, each with their own contacts, documents and history. Instead of hunting through inboxes, your team sees what is outstanding, who owns it and what is due.
Client requests and jobs live as work items on boards you can view as a kanban or a list, with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Inbound client emails can be turned into work items automatically, so nothing slips through during the busy lead-up to lodgment dates. For routine compliance like quarterly BAS, templated recurring jobs generate themselves on schedule, which means the same checklist runs every quarter without anyone rebuilding it.
Managing client work end to end
Finye is built to carry a job from first request through to payment. Time tracking and a WIP ledger let you record staff time against jobs at set rates, then bill straight from WIP into draft invoices, with write-offs handled cleanly. When it is time to invoice, you can build invoices, take payment through Stripe or Square, send payment reminders and point clients to a public pay page.
Your clients get a portal of their own. They can log in to see their requests, upload documents, approve work and pay invoices, which cuts down on the back-and-forth phone calls and emails that eat into a regional practice's day. Document and PBC requests keep the paperwork moving, and AML/KYC onboarding helps you bring new clients on properly from the start. Engagement letters can be generated and e-signed through Annature or DocuSign, with automation that kicks in once a client signs.
- Two-way Xero sync keeps client and contact records aligned between Finye and your ledger.
- AI features on a metered credit wallet can summarise a work item, suggest priority and assignee on incoming requests, and help draft replies or knowledge-base articles.
- Org wall and knowledge base keep your team aligned and your processes documented in one spot.
Staying on top of ATO and VIC deadlines
Compliance is where a missed date hurts most. Finye's 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 so you can see exactly who is due and when across the July to June financial year.
Victorian practices also carry state-level admin alongside ATO work. Clients with employees may have Victorian payroll tax obligations administered by the State Revenue Office Victoria, with its own registration thresholds and lodgment cycle separate from the ATO, and property or land transactions can bring duties and land tax into play. Finye gives you a single place to record these obligations as client work and keep the deadlines visible, so VIC-specific tasks sit alongside your federal lodgments rather than in a separate spreadsheet. Always confirm current thresholds and dates with the ATO and the State Revenue Office Victoria, as these change over time.
Getting started
Moving a Shepparton practice onto Finye does not have to be disruptive. Bring your clients across, connect Xero, set up your boards and recurring jobs, and let the compliance engine populate your obligations. Our guides walk through setup step by step, from configuring client types to building your first invoice from WIP. If you would like to see how Finye fits your firm, you can start a free account and explore it with your own client list. Have a look at our pricing and comparison pages as you weigh up the move.