Built for Australian firms

AI-Powered Accounting Management Tailored to Your Firm

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Challenges Explained

Key Challenges Holding Accounting Firms Back

From admin overload to rework loops, inefficiencies pile up daily - costing your team both time and margin.

  • Lost Hours to Low-Value Tasks

    Accountants lose ~1.2 hours daily to data entry, document chasing, and routine rework.

  • Tool Chaos Wastes Time

    Switching apps and fixing duplicates wastes 5–8% of your team’s productive time.

  • Costly Onboarding Drag

    Manual KYC and compliance delays multiply hidden inefficiencies.

  • Admin Eats Profits

    Under 20% of time drives revenue; the rest vanishes in admin.

  • Client Errors You Have to Fix

    Misused Xero or QuickBooks cause rework—Sole keeps data clean and connected.

  • Scaling Without Efficiency Hurts

    Headcount growth without leverage compounds friction and cost.
From Onboarding to Tax Lodgement

The Platform That Puts You Back in Charge

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    360° client timeline

    Every email, doc, task, invoice and lodgement against one client record — searchable in milliseconds.

    Professional & quick proposals

    Send polished, branded proposals in under five minutes — with pricing logic, packages and e-sign built in.

    Engagement letters, automated

    Stop drafting from scratch. ATO-aligned templates, signed and filed against the client record automatically.

    Smart inbox

    Every client email landed against their record. AI suggests the next step, drafts the reply, files attachments automatically.

    Auto-coded job tracking

    Set rules once — "every BAS Q closes 28 days after period end" — and Sole schedules, assigns, and follows up.

    Projects & milestones

    For ad-hoc engagements — restructures, audits, advisory — manage scope, milestones and fixed-fee billing together.

    Time tracking, friction-free

    Timers that follow the job and the client. No more guessing what to charge for at month-end.

    Capacity & staff scheduling

    See who's stretched, who's free and what jobs need a senior — at a glance, drag-and-drop to reallocate.

    Calendar & bookings

    A meeting scheduler that's also connected to job stages, payments and capacity — no Calendly bolt-on.

    KYC & AML onboarding

    Identity, verification and Tax Practitioners Board obligations met without leaving the workflow.

    BAS & IAS lodgement

    Draft, review and lodge BAS & IAS via SBR2 — with line-level validation against ATO rules before submission.

    Multi-employer pay runs

    Manage payroll for dozens of employer clients side-by-side, with shared issue tracking and one-click roll-ups.

    Professional & quick invoicing

    Invoices that flow from WIP, packages and milestones — branded, tax-compliant, and out the door in a click.

    Direct debit & payment plans

    Take recurring fees on autopilot — BECS direct debit, card on file, payment plans for big bills.

    Live practice dashboard

    Revenue, capacity, WIP, lodgement status, profitability per client — every KPI a partner asks about, on one screen.

    Helicopter view

    Every client × every service on one matrix. Spot the at-risk job before it becomes a fire drill.

    Client profitability

    See who's actually profitable — and who's eating senior time at junior fees. Make pricing decisions on real data.

    WIP & debtor ageing

    Keep tabs on every dollar — work-in-progress, lock-up, debtors past 30/60/90 — all live.

    Risk & anomaly alerts

    Sole watches every client for unusual movement — sudden GST swings, missing super, scope creep — and pings you first.

    White-label client portal

    A portal your clients open with your logo on your domain — secure document sharing, requests and e-sign included.

    Multi-office & multi-entity

    Run multiple trading entities, offices and brands under one Sole login. Consolidated reporting included.

    Security & compliance

    Hosted in AWS Sydney. Australian Privacy Act aligned. Your client data stays in Australia.

    Integrations that matter

    Native two-way integrations with the tools Australian firms actually use — Xero, MYOB, ATO, ASIC, Stripe, M365.

    STP Phase 2 ready

    Single Touch Payroll out of the box — fully aligned with Phase 2 disaggregation requirements.

    ITR1 & ITR2 prep

    Individual returns from start to lodgement — prefill from ATO, work through schedules, review and submit.

    Lodgement calendar

    Every BAS/IAS/PAYG/STP/FBT/ITR deadline across your book — coloured by who owns it, sorted by what's at risk.

    SuperStream & super clearing

    Pay super to the right fund, the right way — SuperStream-compliant clearing house built in.

    Awards, leave & rostering

    Modern Award interpretation, leave accrual, public holiday treatment — automated to keep you Fair-Work compliant.

    Payroll history & reporting

    Every pay run searchable, every variance explained. Reports that satisfy auditors and the ATO.

    CRM & Client Portal

    360° client view — every touchpoint, document, and engagement in one place.

    Sales & Pipeline

    Opportunity tracking from first enquiry through to signed engagement.

    Proposal Automation

    Branded proposals in minutes — with e-sign, packages, and payment built in.

    Project & Task Management

    Jobs, milestones, and tasks with due dates, owners, and workflow stages.

    Time Tracking & Billing

    Log billable hours in real time and push directly to invoices.

    Workforce & Team

    Skills, capacity, PTO, and team load — all in one view.

    Staff Scheduler

    Drag-and-drop workload canvas with skill-based allocation and AI suggestions.

    Client Bookings

    Self-service booking and automated review collection after key milestones.

    Client Onboarding & KYC

    Standardised intake, ID verification, AML checks, and e-signed engagement letters.

    Tax Lodgement & Payroll

    BAS, STP, PAYG, and ITR — tracked, lodged, and reconciled in one place.

    Finance & Payments

    Invoicing, recurring billing, direct debit, and payment collection — all automated.

    White-Label Practice Platform

    Custom domain, logo, colours, and email sender. Your clients only ever see your firm — never Sole.

    White-Label Client App

    Your SME clients use your-firm-branded software. Optional partner programme and revenue share for advisor networks.
Our pricing

White Label and SPM pricing

Four tiers for clearer gaps between bands. No implementation fee. Thirty-day trial on all tiers.

  • Start

    For small teams or new practices beginning their digital journey.
    $39
    Per user/month
    Try 30 Day Free

  • Grow

    For expanding firms needing greater coordination and visibility.
    $59
    Per user/month
    Try 30 Day Free

  • Scale

    For mid-sized firms ready to streamline workflows and integrate systems.
    $89
    Per user/month
    Try 30 Day Free

  • Optimise

    For larger practices wanting a fully branded and tailored experience.
    $119
    Per user/month
    Try 30 Day Free
Scales with your Practice

Simple & Fair Pricing

    1
    Scale with you
    Our pricing is designed to scale with your firm’s growth while remaining cost-neutral through productivity gains.
    2
    Simple and fair pricing
    Instead of unpredictable or inflated software costs, you pay based on the number of staff you have and the level of support you select.
    3
    Extend your value offering
    Gives you full brand control — your firm’s logo, colours, and identity are featured throughout the platform, so clients see it as an extension of your practice.
SPM Cost Calculator

SPM Cost

Number of Staff

50

Support Model
$0 Per Month
Firm Costs
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Early-adopter discount

Join today and receive

  • A 25% discount on the subscription and support costs for the first 12 months with us
  • Supported onboarding and training
  • Ability to provide influence and shaping the product
  • You get enrolled in Platinum Tier Support at price of Gold
    • Join today and receive
Why join us

Why Forward-Thinking Firms Are Joining Sole

Here’s how your firm benefits from innovation and exclusive value.

  • Shape a system that works for your firm

    Point out the workflows, integrations, and reporting you need — we’ll build them in.

  • Protect your firm from AI disruption

    Ensure AI strengthens your practice instead of replacing it.

  • Get clarity and value for your investment

    Your early adopter fee gives you co-design access, onboarding support, and three years of discounted subscription locked in.

  • Choose how you run it

    White-Label the platform (and the end user accounting app) under your brand or use Sole’s Practice Management software directly — the choice is yours.

  • Be one of the few

    400 firms have signed up to the EOI. Only 8 will be selected. 4 are already confirmed.

  • Go beyond practice management

    Access a full end-to-end platform: onboarding and compliance, tax lodgement, CRM, payments, and embedded finance — built for Australian firms.