Stop Losing Hours to Admin.
Start Growing Your Accounting Practice.
You didn't become an accountant to spend your days chasing documents, sending reminders, and begging for Google reviews. We automate the admin so you can focus on advisory work.
Free 30-min call. No obligation. No tech jargon.
Sound familiar?
Spending hours chasing clients for documents every tax season
Following up on overdue invoices instead of doing billable work
Clients missing tax deadlines because they forgot to send their records
Happy clients who never get around to leaving a review
New enquiries going cold because you're too busy to respond quickly
Losing clients because no one follows up between tax seasons
You know there must be a better way. But who has time to figure out the tech?
That's where we come in. We set it all up for you.
Here's what we'd automate for your accounting firm
Real tools that plug into the software you already use. Not vague “AI solutions” — specific automations you can see working from day one.
Invoice Reminders
Automatic reminders go out before and after the due date. No more awkward “just following up” emails. The system handles it so you don't have to.
70-80% less time chasing payments
Xero / MYOB + Zapier + Email/SMS
Document Collection Automation
Automated reminders go out to clients to submit their records. No more chasing. They get a clear, friendly nudge with a link to upload — hands-free for you.
40-60% faster document turnaround
Email + Zapier + Client Portal
Tax Deadline Reminders
Automated reminders for key tax dates and filing deadlines. Your clients stay informed and you avoid last-minute scrambles — every time.
Never miss a deadline
SMS / Email + Google Calendar / WorkflowMax
Google Review Requests
After tax returns or advisory work, clients get a friendly email with a direct link to leave a Google review. No manual chasing required.
3-5x more reviews within 2 months
Email + Google Business Profile
Google Profile Optimisation
We optimise your Google Business Profile — photos, services, hours, service areas. So when someone searches “accountant near me”, you show up.
Higher local search ranking
Google Business Profile
A Website You Can Actually Edit
A professional site you can update yourself in plain English. No developer needed. Add photos, change services, update your team — done in minutes.
No ongoing developer costs
AI website builder
Instant Enquiry Response
When a new lead emails or fills out your website form, they get an instant, professional reply — even if you're in a client meeting. First to respond usually wins the client.
Respond in seconds, not hours
Email + Zapier + AI auto-reply
Client Re-Engagement Campaigns
Automated touchpoints between tax seasons keep your firm top of mind. Share updates, check in, and remind clients of upcoming obligations — all on autopilot.
Keep clients engaged year-round
CRM + Email/SMS + Zapier
Social Media Content Posts
Share tax tips and firm updates automatically. Stay visible to your clients and prospects without spending hours writing posts or logging in.
Stay visible without the effort
Email/SMS + Zapier + Meta Business
Not sure which automations fit your firm?
Find Out in a Free 30-Min ChatHow it works — 3 simple steps
Free Chat
We ask about your day-to-day, what software you use (Xero? MYOB? WorkflowMax?), and where you're losing time.
30 minutes, no obligation
We Set It All Up
We connect everything to your existing software. No disruption to your work. Done in 1-2 weeks.
Hands-off for you
You're Sorted
We walk you through everything and stick around for 30 days to make sure it all runs smoothly.
Training + 30 days support
Simple pricing. No surprises.
One-off setup fee. You own everything. No lock-in contracts.
AI Quick Win
Pick your biggest headache — we fix it first
- 1 automation (e.g. document collection reminders)
- Connected to your existing software
- Training walkthrough
- 30 days of support
- Live in 5-7 days
Full Setup
All 9 automations — your firm on autopilot
- All 9 automations above
- Full integration with your software
- Google Business Profile optimisation
- Professional website you can edit
- Hands-on training
- 30 days of priority support
- Done in 2-3 weeks
Questions accountants ask us
I'm not tech-savvy at all. Will I cope?
Absolutely. We set everything up and walk you through it step by step. Once it's running, it's automatic — you don't need to touch it. If you can send a text, you can use this.
Does it work with Xero / MYOB / WorkflowMax?
Yes. We integrate with the accounting and practice management software firms actually use — Xero, MYOB, WorkflowMax, Xero Practice Manager, the lot. If your software has an API or connects to Zapier, we can work with it.
What are the monthly running costs?
Most automations run on tools like Zapier ($20-50/month) plus any SMS costs (a few cents per message). We'll go through the exact costs during your free assessment — no surprises.
What if it doesn't work?
Every package comes with a 30-day money-back guarantee. If the automations don't save you measurable time, you get a full refund. We wouldn't offer that if we weren't confident it works.
It's just me and one admin person — is it worth it?
Especially then. Small teams feel the admin burden the most. Even one automation — like document collection reminders — can save you hours every week. That's time you can spend on advisory work or with your family.
How long does it take to set up?
A single automation (Quick Win) is live in 5-7 days. The full setup takes 2-3 weeks. We work around your schedule — no downtime, no disruption to your clients.
Ready to get your time back?
Book a free 30-minute chat. We'll look at how your firm runs, what software you use, and show you exactly what we can automate.
Only taking on a few new accounting clients this month.
Get in TouchNo obligation. No tech jargon. Just a straight-up conversation about your firm.