Practice management software for accountants in Toowoomba
Finye is practice and client-management software for Toowoomba accounting and bookkeeping firms. Manage client work, deadlines and billing in one place.
Toowoomba practices serve a broad client base, from agribusiness and trades on the Darling Downs to retail, professional services, sole traders and family SMSFs across the Garden City. Keeping every BAS, tax return and ASIC review on track for that mix takes more than a spreadsheet and a shared inbox. Finye gives accounting and bookkeeping firms in Toowoomba a single place to run client work, track deadlines and bill for time.
Finye is practice and client-management software built for Australian firms. It brings clients and contacts, a client service desk, recurring jobs, compliance tracking, time and WIP, invoicing and a client portal together so your team spends less time chasing status and more time on the work. You can start a free trial and have your client list and boards set up the same day.
Running a modern Toowoomba practice
Whether you work from an office near the CBD, in Newtown or Wilsonton, or remotely across the Downs, your practice runs on a handful of repeating questions: who is doing what, what is due, and have we billed for it. Finye answers those in one workspace. Every client is a record, organisation or individual, with the entity types Australian firms actually use, including company, trust, partnership, sole trader and SMSF, each with its own contacts.
Client requests and jobs become work items on boards you can view as a kanban or a list, with status workflows, priorities, assignees, comments, attachments, checklists and subtasks. Email-to-ticket turns inbound client emails into work items automatically, so a query that arrives while you are in a meeting still lands somewhere your team can see it. For regular obligations such as quarterly BAS, templated recurring jobs generate themselves on schedule so nothing slips between cycles.
Managing client work end to end
Finye covers the full arc of a job, not just the to-do list. Staff can track time against work, build a WIP ledger and bill straight from WIP into a draft invoice, with write-offs handled cleanly. Invoices go out with Stripe or Square payment, reminders and a public pay page, so a Toowoomba sole trader can settle from their phone.
The client portal lets your clients log in to see their requests, upload documents, approve work and pay invoices, which cuts down on the back-and-forth email that eats a working day. Document and PBC requests plus AML and KYC onboarding keep the paperwork structured, and engagement letters can be generated and e-signed, with automation kicking off once a letter is signed. Xero two-way sync keeps clients and contacts aligned with the ledger you already use.
- One client list shared across work, billing and the portal
- Recurring jobs for BAS, IAS and annual returns that generate on time
- Time, WIP and invoicing connected, so billable work is captured
- A knowledge base and org wall to keep the team aligned
Staying on top of ATO and QLD deadlines
Finye includes a compliance engine that 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. That matters for a Toowoomba firm juggling monthly and quarterly BAS cycles, STP finalisation and the July to June financial year alongside year-end work.
Beyond ATO lodgments, many Downs clients carry state obligations administered by the Queensland Revenue Office, including QLD payroll tax once their Australian taxable wages cross the state threshold, along with the periodic and annual returns that follow. Tracking those state deadlines next to federal ones in the same view helps your team advise clients before a due date rather than after. Always confirm current thresholds and dates with the ATO and the Queensland Revenue Office, as they change.
Getting started
You can move your practice across without a long project. Import or add your clients, set up boards for the way your team works, and switch on recurring jobs for your standard compliance cycle. AI features, metered through a credit wallet, can summarise a long work item, suggest a priority and assignee for incoming requests, and turn a one-line brief into a draft job, so the admin around the work gets lighter too.
If you want a steer on setting up boards, recurring work and the compliance engine, our guides walk through it step by step. When you are ready, create your free account and get your first boards running this week.