Practice management software for accountants in Tamworth
Finye is practice and client management software for accounting and bookkeeping firms in Tamworth, NSW. Run jobs, deadlines and billing in one place.
Accounting and bookkeeping practices in Tamworth juggle a broad client base, from agricultural and trade businesses across the New England North West to local sole traders, family trusts and self-managed super funds. Keeping every BAS, tax return and ASIC review on track across that mix takes more than a spreadsheet and a shared inbox.
Finye brings your practice into one place. It joins client records, work items, recurring jobs, compliance deadlines, time and WIP, invoicing and a client portal, so your Tamworth team can see what is due, who is doing it and what is waiting on the client, without switching between half a dozen tools.
Running a modern Tamworth practice
Most practices in Tamworth grow by referral and reputation, which means the work keeps coming but the systems often lag behind. Finye gives you a single workspace for the whole firm. Client and contact records sit alongside the jobs attached to them, so when a long-standing client calls you can see their entity type, their open work items and what was lodged last quarter in seconds.
Each client can be an organisation or an individual, with the entity types Australian practices actually use, including company, trust, partnership, sole trader and SMSF. Contacts are linked to the right client, so the partner managing a grazing enterprise and the bookkeeper handling its quarterly BAS are looking at the same record.
Managing client work without the dropped balls
Client requests and internal jobs become work items on boards you can view as a kanban or a list. Every job carries its status, priority, assignee, comments, attachments, checklists and subtasks, so nothing lives only in someone's head. Email-to-ticket turns inbound client emails into work items automatically, which means a question that arrives while you are out on a client visit still lands somewhere visible.
For the predictable cycle of Australian compliance work, recurring jobs from templates generate the same tasks on schedule, so quarterly BAS, monthly bookkeeping and annual returns appear without anyone rekeying them. Staff log time against jobs, that time flows into a WIP ledger, and you can raise draft invoices straight from WIP, then take payment through Stripe or Square and chase it with automated reminders.
Staying on top of ATO and NSW obligations
Finye includes a compliance engine that tracks Australian lodgment obligations and their due dates, covering BAS, IAS, income tax returns and ASIC reviews, with a practice-wide dashboard and a per-client view. You can see at a glance what is approaching across every client rather than discovering a missed deadline after the fact.
Tamworth practices also deal with state-level obligations, not just federal ones. NSW payroll tax is administered by Revenue NSW and applies once a business's Australian wages pass the state threshold, with its own registration and annual reconciliation. Land tax and various duties are also handled through Revenue NSW. Keeping these state matters as tracked work items alongside ATO deadlines means a client crossing the payroll tax threshold is a job in your system, not a conversation you hope to remember. Always confirm current thresholds and rates directly with Revenue NSW and the ATO, as they change.
Getting started
You do not have to move everything at once. Many practices begin by bringing their client list and recurring compliance jobs into Finye, then add time tracking, invoicing and the client portal as the team settles in. Clients log in to the portal to see their requests, upload documents, approve work and pay invoices, which cuts down the back-and-forth that clogs your inbox.
If you would like to see how Finye fits a Tamworth practice, you can start a trial and load a few real clients to get a feel for it. Our guides walk through setting up boards, recurring jobs and the compliance engine, and you can compare options on our pricing page before you commit.