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Access Accountants

Access Accountants

Say goodbye to multiple, disconnected software solutions. Instead, do more of the work that matters.

Get the practice solution that’s built to scale. Add the additional features you need when you need them.

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We’re for Accountants

Other solutions focus on your clients, we focus on you, no matter who you are.

Every size practice

From the small practices supporting Australian families and small businesses to the big four at the top end of town, our software is up to the task.

Work anywhere anytime

Being able to access your software on the go means greater flexibility for you. Plus, offering remote working can help you stand out as a top employer and attract the best talent.

One provider

Say goodbye to multiple, disconnected software solutions that only solve one part of your workflow. Free yourself up to do more of the work that matters.

The trusted compliance solution

Compliance is almost a full-time job for accountants. That’s why we’ve designed solutions that connect your workflow every step of the way.

No matter what bookkeeping application your client uses, you can collect data for tax preparation and lodging, reporting and advisory. All from a single platform from one provider.

The only practice solution your practice will ever need

Access Accountants scales and adapts with your needs, so you’ll never have to switch software providers again.

Whether you’re running a growing practice, or looking to wind down in the future, our software has been designed to accommodate your unique and changing needs.

Choose your core software, add modules if you like, and value-added services as and when you need them.

Advisory is nothing new for Accountants

But what if it could be easier, and more profitable to implement? We have the tools you need to turn your professional advice into profit.

Once your compliance, tax and practice management are taken care of, that opens a whole host of opportunities (and time) to do more with value-added services for our customers, and yours.

Access Accountants Core Capabilities

Client Management

Store and manage client information and key attributes, maintain both client and prospect information to ensure you always have the most up to date information for meaningful conversations.
Assign tasks and checklists to your clients to send information required to complete work.
Your client data is aways kept in sync with integrated applications.

Tax Preparation & Lodgement

Prepare tax returns for all your clients with forms from 2016 including IAS, BAS, FBT and Income Tax Returns for Individuals, Partnerships, Companies, Self-managed Super Funds and Trusts.
ATO prefill and tax transfer from Access Ledger to save time.
Error checking as you work prevents you from submitting incorrect information. Prepare returns faster with the go to function to skip fields until you're ready to complete them.
A dynamically updated tax estimate is displayed as you complete Individual and Company forms keeping you informed and saving you time.

Ledger & Reporting

Account preparation, ledger and reporting made easy with a flexible cloud application with seamless integration though to powerful tax preparation and lodgement.
Compliance workflow from small business accounting apps through to tax for all your business clients – requires Zap Data Hub for data collection and additional reporting.
Create professional practice branded financial reports with a click of a button. Use the included fixed assets, depreciation for both tax and accounting methods, on behalf of clients. Customisable report templates and a flexible note builder that will meet unique disclosure needs.
Manage accounts with Bank Feeds for clients who don’t have a need for an accounting solution.

Job & Task Management

Track jobs and tasks to completion in record time to ensure they’re allocated and commenced on time.
Assign tasks to your team and clients to ensure you’re all working to the same deadline.

Workflow Automation

Automate standard processes and tasks to free up time.
Both client management and practice solutions have robust workflow engines that will enable you to define workflows based on your specific needs.
Add email templates into your workflows to save time. Emails can be set to send automatically or manually to give you more control.

Email Management

Integrate with Outlook.com or Gmail to stay organized.

Calendar Integration

Connect your Google or Outlook calendar to get a single calendar view of all team calendars. The calendar integration applies to Access Accountants Suite or Pro Suite.

Documents & Client Portal

Retrieve documents in seconds and respond to enquires quickly and accurately with instant access to all correspondence.
Share documents and collect eSignatures from clients in a secure way.
Allow clients to upload documents and provide self service to past documents using the Client Portal.

Time Tracking & Billing

Capture time as you work through client jobs, approve and create invoices based on completed jobs, WIP, time and materials, fixed fee or recurring. Add disbursements to client invoices.

Included in Access Accountants Pro Suite

Integrations & Add-ons

Zap Data Hub for centralised data collection, reporting and analysis. Add Zap Data Hub for an end-to-end compliance process with no rekeying of data.
Change GPS - make advisory profitable with the tools you need to advise your clients at scale.
Zapier – coming soon for Access Practice SE.
Connect to thousands of apps via the Salesforce App Exchange – requires Access Accountants Suite or Pro Suite

Features:

Access Accountants Tax

Downlaod Factsheet

Access Accountants Compliance

Download Factsheet

Access Accountants Suite

Download Factsheet

Access Accountants Pro Suite

Download Factsheet

Integrated Products

Access Tax

Access Ledger

Access Practice SE

Access Practice (Standard)

Access Practice Pro

Access Documents and Document Portal

Optional Add-Ons

Zap Data Hub

Change GPS

Best Suited For

Suited to smaller practices

Suited to larger more complex practices

Access Tax

Powerful tax preparation and lodgement capabilities for all major tax forms.

Access Ledger

Handle all your client accounting and tax needs from one place. No matter what bookkeeping application your client uses, our software will work with you.

Access Practice SE

A powerful tool to help manage client work and stay organised.

Access Practice

When it comes to managing clients, jobs, tracking time and optimising resources, we’ve got you covered with the solution that’s built to scale.

Access Documents and Document Portal

Create, file and retrieve documents. Collaborate, collect signatures and share documents with clients.

Zap Data Hub

Your client data is only as good as your ability to access, analyse and use it. With our API you can connect to all the major small business accounting applications.

Change GPS

Make advisory profitable with the tools you need to advise your clients at scale.

Fathom

Get access to relevant insights and help your clients with management reporting and cash flow forecasting and be an integral part of their business success.