Launch your own branded client portal
for your accounting firm.
Accountant OS helps accounting firms give their business clients a secure, modern portal for documents, invoices, requests, communication, and future accounting workflows — all under the firm’s own brand.
6 months free for founding firms. Free forever plan available with low limits.
Connects with the tools your firm already uses.
AccountantOS integrates directly with your existing document systems, e-signature tools, and practice management software.
Stop duct-taping your firm together.
Your clients are spread across disconnected portals, links, and email threads just to share basic documents. It is confusing for them, and expensive for your team.
Replace scattered tools with AccountantOS.
Give clients one simple place to upload documents, sign forms, respond to requests, and stay connected with your firm.
The hidden cost of scattered tools.
Duct-taping your practice together with email, external drives, and manual follow-ups wastes hours. When systems are disconnected, data is missed, clients get frustrated, and margins shrink.
The Email Black Hole
Tax documents and sensitive files get buried in endless email threads, sent to the wrong partner, or lost in spam.
Endless Chasing
Your highly-paid accountants spend hours acting as administrative assistants, manually reminding clients to upload statements.
Fragmented Experience
Logging into external portal links for signatures, distinct drives for files, and email for requests frustrates owners.
Security Blind Spots
Sending TFNs and financial data via unencrypted email attachments violates compliance and puts client data at risk.
Brand Dilution
Every time you send a client to a third-party generic portal, you dilute your firm's professional brand equity.
Subscription Bloat
Paying separately for e-signatures, secure storage, and specialized forms drains your firm's operational budget.
AccountantOS gives your firm a branded digital front office.
Invite business clients into a secure portal that looks and feels like your own software. Clients can upload documents, respond to requests, create invoices, and stay connected with your team.
A seamless experience from onboarding to billing.
Built on core principles of uncompromising security and seamless team collaboration. Leverage AI-automated workflows to reclaim thousands of hours.
Flexible White-Labeling
Deploy a custom-branded client experience, or instantly use our enterprise default portal.
Secure Cloud Storage
Native, bank-grade cloud drive to organize and store all entity documents securely.
Unified Client Hub
Provide businesses with a single, secure login for all firm interactions and documents.
Document Management
AI-categorized folders, instant global search, and rigid version control built-in.
Native e-Signatures
Legally binding, ATO-compliant digital signatures integrated directly into the workflow.
Frictionless Billing
Native invoicing capabilities. Let clients create and send invoices directly from the portal.
Team Collaboration
Internal secure notes, task assignments, and contextual team chat on every document.
Automated Chasing
Deploy smart document requests that automatically track status and eliminate follow-ups.
Intelligent Routing
Smart notification architecture alerts clients and staff only when human action is required.
Immutable Audit Log
Enterprise compliance tracking for every upload, download, signature, and critical action.
BYO Core Stack
Bring your own storage or email providers, or use our zero-config stack.
Managed AI Agents
Concierge setup available for Agentic AI workflows to reclaim thousands of hours.
From first handshake
to practice intelligence.
We've mapped the entire 8-step journey. Move accounting work forward securely, efficiently, and profitably with standardized operations.
Brand & Onboard
Set up your firm's portal in minutes. Invite your clients to a secure environment that reflects your own professionalism.
Global Triage
Connect your communications. Turn client conversations into assignable, trackable tasks in a single interface.
Standardized Workflows
Deploy pre-built workflow templates for Tax, Advisory, and Audit. Enforce best practices across your entire practice.
Automated Data Chase
Never send another 'just following up' email. The system automatically nudges clients for missing documents.
Firm-Wide Visibility
Overcome bottlenecks with visual boards that track every job in real-time. Know exactly who is working on what.
Review & Sign
Clients securely review and provide legally binding e-signatures directly from their mobile devices.
Lodge & Bill
Trigger invoices simultaneously as workflows finish. Reduce WIP-to-cash turnaround by tying payment to final delivery.
Analytics & Growth
Understand your practice intimately. Track team capacity and profitability metrics to scale with confidence.
Loved by the best.
"AccountantOS cut our tax prep times in half. The interface is impossibly fast. It's the first financial software I actually enjoy logging into."
"Moving away from legacy software to the 'Monolith' architecture of AccountantOS was the best tech decision our firm made this year."
"Our clients constantly compliment the new portal. It looks like we spent millions building our own enterprise software. Pure white-label magic."
Find the right
tax professional.
Access our verified directory of over 60,000 registered tax agents, BAS agents, and accountants across Australia. Instantly verify TPB registration and contact details.
Enterprise infrastructure. Simple pricing.
Deploy now, scale when you need to. Built on a revolutionary Universal Wallet.
/ month for 6 months
Then standard pricing applies
- Card required
- Standard pricing applies after 6 months
- Usage wallet, extra team members, SMS, ID checks, e-signatures, and premium integrations billed separately
- Limited-time launch allocation. Future promotions may be reduced after the allocation fills
Starter
For sole practitioners getting control of their daily workflow.
- Includes 1 team member
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- Includes 50 active clients
- + 50¢/mo per additional client (Auto-deducted from Wallet)
- Client Portal (Accountant OS branding)
- Pre-paid Ecosystem WalletNon-Refundable
- Standard Email Support
Core Stack
For small teams needing seamless practice collaboration.
- Includes up to 3 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- Includes 150 active clients
- + 20¢/mo per additional client (Auto-deducted from Wallet)
- Automated SMS & Email Client Reminders
- $15.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- Live Chat Support
Professional
For modern practices optimizing operations and client experience.
- Includes up to 5 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- Unlimited active clients & portal accessMost Cost Effective
- 100% White-labeled (No Watermarks)
- $25.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- Invoicing & Profit Center tools (Stripe Connect)
Infrastructure
For high-volume firms running wholesale financial operations.
- Includes up to 15 team members
- + A$10/mo per additional team member (Auto-deducted from Wallet)
- Unlimited active clients & portal access
- Wholesale Bookkeeping Ledger access (Basiq)
- Automated Work Reassignment & Offboarding
- $40.00 Welcome Balance after first full-price invoice
- Pre-paid Ecosystem WalletNon-Refundable
- 1-Click Xero / XPM Migration Engine
- Dedicated Technical Solution Architect
Global Firm Infrastructure
Dedicated instances and custom API SLA for Big 4 and international network firms.
Dedicated VPC Infrastructure
Isolated database instances and single-tenant architecture for maximum data sovereignty.
Bank-Grade Compliance
Custom AUSTRAC routing, Single Sign-On (SAML/Okta), and strict internal RBAC policies.
Wholesale API Credit Pool
Massive, custom-quoted credit allowances for enterprise-wide identity and banking syncs.
White-glove Engineering Support
A dedicated Solution Architect, custom Master Service Agreement (MSA), and PO invoicing.
Custom MSA
- Invoiced via Purchase Order
- No Credit Card Required
- Custom SLA & Uptime Guarantees
- Dedicated Account Manager