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Control and security for established accounting firms

Discover how Access Accountants enables established accounting firms to greater controls over practice work and data security.

Introducing Access Accountants

In this video, we explore the one platform for accountants that’s scalable, configurable, and provides consistent workflows for all client work.

Important information at your fingertips

Access Accountants contains faster access to insight dashboards designed to empower you and your clients to make data driven decisions.

You’ll be able to maximise your current and future opportunities with key practice information available in a centralised view.

A security-first approach

We understand that practice data protection is of paramount concern to accountants, who are one of the most targeted professions by cyber threats in Australia and New Zealand.

Access Accountants utilises best-in-class security every step of the way, giving you peace of mind that your firm and client data are secure and protected.

Control and security features in Access Accountants

See where every job is at

Improve visibility where every job is at within your practice, with automated workflows, designed to help you and your team to work faster not harder.

Faster decision-making

With Access Accountants, you’ll be able to unlock greater insights with meaningful client data for enhanced customer service.

Track your time

Have greater oversight of your practice efficiencies, by posting and approving timesheets, equipping your firm to make more-informed decisions over job resourcing.

Schedule recurring tasks

Automatically repeat your recurring tasks, so your team can work the way they want to by log tasks from the platform or directly from their emails.

Remove manual data entry

No more errors with data transfer directly from Final Accounts to Tax, saving your team time in the process.

All clients in one place

Unite your clients and colleagues in one platform for easy client onboarding, collaboration, and storage, management and analysis of client information.

View cyber security guide for accounting firms

Explore other Access Accountants benefits

In addition to increasing your capacity and optimisation capabilities, established accounting firms can use Access Accountants and enjoy a number of other benefits.