Practice management software for accountants in Sydney
Finye is practice and client management software for Sydney accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Sydney accounting and bookkeeping practices juggle a broad client base, from Surry Hills startups and Parramatta trades to Eastern Suburbs sole traders and family-run SMSFs. Keeping engagements, lodgments and billing organised across that mix is hard when the work is scattered across spreadsheets, email inboxes and a separate ledger. Finye brings it together.
Finye is a practice and client management platform built for Australian firms. It gives your Sydney team one place to track client requests, run recurring compliance jobs, watch ATO and NSW deadlines, record time and WIP, send engagement letters and invoice clients, with a client portal so your customers can upload documents and approve work without another phone call.
Running a modern Sydney practice
A typical Sydney firm serves a wide spread of clients: small businesses across the CBD and inner west, sole traders and contractors, trusts and partnerships, and self-managed super funds. Each one has its own contacts, obligations and history. Finye keeps every client as an organisation or individual record with linked contacts, so whether you are acting for a company, trust, partnership, sole trader or SMSF, the full picture sits in one place.
Client work runs as work items on boards, viewable as a kanban or a list. Requests, jobs and queries become tickets with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Inbound client emails can be turned into work items automatically, so nothing raised by a client gets lost between staff. For the recurring compliance that defines an accounting calendar, templated jobs auto-generate on schedule, so quarterly BAS and similar work appears without anyone re-creating it each cycle.
Managing client work without the chase
Most of the friction in a practice is in the back and forth: chasing documents, confirming approvals, and following up on unpaid invoices. Finye's client portal lets your Sydney clients log in to see their requests, upload documents, approve work and pay invoices. Document and PBC requests keep records moving, while AML and KYC onboarding helps you meet your client identification obligations when taking on new work.
On the billing side, you can build invoices, take payment via Stripe or Square, send payment reminders and share a public pay page. Time tracking and a WIP ledger let you record staff time against client rates and bill straight from WIP into draft invoices, with write-offs handled cleanly. Engagement letters can be generated and e-signed through Annature or DocuSign, with post-sign automation to kick off the next step.
Staying on top of ATO and NSW deadlines
Sydney practices work to the same federal calendar as the rest of the country: BAS and IAS cycles, income tax returns, GST, STP, FBT, Div 7A considerations and ASIC reviews. Finye's compliance engine tracks Australian lodgment obligations and their due dates, with a dashboard and a per-client view so you can see what is coming up across the whole book and drill into a single client.
NSW adds its own layer of state administration. Practices advising employers should keep NSW payroll tax in view, which is administered by Revenue NSW and applies once an employer's Australian wages pass the state threshold, with annual reconciliation due after the financial year ends. Client entities registered in New South Wales also deal with Revenue NSW for matters such as land tax and duties. Finye does not lodge state returns for you, but keeping client entity details, contacts and the work tied to them organised in one system makes managing these state obligations alongside ATO deadlines far less manual.
Getting started
Finye also includes a Xero two-way sync for clients and contacts, an org wall for team conversations, a knowledge base, tenant branding, enforced MFA and a leads CRM, plus AI features on a metered credit wallet for ticket summaries, triage, drafting and reply assistance. You can bring your existing client list across and shape boards and recurring jobs around how your Sydney practice already works.
If you are weighing up a move from spreadsheets and disconnected tools, the simplest next step is to set up a practice and try it with a few real clients. Create your practice to get started, browse our guides for setup walkthroughs, or review pricing and compare Finye against your current setup before you commit.