Built for Australian accounting firms

Practice management software, without the tool chaos.

One platform for accountants and bookkeepers — replacing your CRM, scheduler, onboarding, invoicing, and reporting tools. BAS, STP and PAYG-ready from day one, with dedicated migration support.
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  • No Credit Card Required
  • 30 Day Free Trial
  • Migration Support Available

Plays nicely with the tools your firm already uses

Xero
MYOB
ATO Online
Stripe
Microsoft365
Google
Slack
Calendly
Docusign
Plus native connectors for ASIC, the Tax Practitioners Board, and Australian super gateways — your practice talks to the systems that matter.

Why Australian firms are rethinking their stack

Inefficiency isn't just frustrating — it eats your margin every single week.
01
Time

Hours lost to routine admin

Every week, billable staff vanish into data entry, status chasing, and tool switching that shouldn't need a human in the loop.
02
Stack

Tool chaos across 8–12 apps

CRM here, scheduler there, KYC somewhere else. Client information lives in silos and nothing tells the whole story.
03
Growth

Growth without leverage

More clients should mean more margin — but with legacy tools, more clients just means more headcount and more chaos.
One platform · 13 workflows

Everything your accounting firm needs, in one place

One subscription replaces the patchwork — without the patchwork pricing.
    Client Management
    Staff & Scheduling
    Onboarding & KYC
    Dashboards
    Your Branding
    Client Management

    A CRM for accounting firms — that your team will actually use

    Contacts, engagements, documents, communications, and full history — in one workspace. Stop hunting across tabs and tools.
    2.4 x
    faster client lookups across the firm
    • 360° client timeline with every touchpoint and document
    • Automated status updates — no more Slack chases
    • NPS collection & client review prompts — automated after key milestones
    • Automated review handling — requests, responses, and follow-ups managed for you
    • Role-based access for partners, seniors, and admin staff
    • Native Xero & MYOB sync — contacts and engagements stay in step
    Replaces
    Karbon
    FYI Docs
    Suitefiles

  • 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.

  • Staff & Scheduling

    Schedule capacity — not just calendars.

    Match jobs to skill level, see who's stretched, and reallocate work in seconds. Workflow management for accounting firms that finally feels modern.
    2.4 x
    faster client lookups across the firm
    • Drag-and-drop weekly workload across the team
    • Skill matrix (L1–L5) per staff member — never under-skill a job again
    • Capacity forecasts by team and service line
    • AI suggestions for the right person on the right job
    Replaces
    Calendly
    Float
    Harvest

  • 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.

  • Onboarding & KYC

    Onboard clients in hours, not weeks.

    Standardised intake, integrated KYC checks, engagement letters and AML — so new clients don't stall in your inbox.
    2.4 x
    faster client lookups across the firm
    • Branded client onboarding portals (under your firm’s domain)
    • Built-in ID verification & AML/CTF checks via Frankie One
    • Engagement letters auto-generated and e-signed in the portal
    • ASIC integration for company & trust setups
    Replaces
    Calendly
    Ignition
    FuseSign
    FrankieOne
    DocuSign

  • 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.

  • Dashboards

    Insights partners can actually act on.

    Three live dashboards built for how accounting firms actually run — not generic BI tools bolted on after the fact.
    2.4 x
    faster client lookups across the firm
    • Practice Dashboard — KPI strip, financial health, WIP ageing, and team load
    • Helicopter View — client × service status matrix and AI insights at a glance
    • Staff Scheduler — capacity planning, skill matching, and workload balancing
    • No Excel exports needed — everything updates in real time
    Replaces
    Fathom
    Spotlight
    Power BI

  • 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.

  • Your Branding

    Your brand, your platform — out of the box.

    Custom domain, logo, colours, and email sender. Your clients only ever see your firm — never Sole. Most competitors charge extra; we include it.
    2.4 x
    faster client lookups across the firm
    • Full white-label client portal under portal.yourfirm.com.au
    • Branded comms — emails, SMS, signed documents
    • Optional partner programme & revenue share for advisor networks
    • White-label SME client product — your clients use your-firm-branded software
    Replaces
    Custom dev
    Patchwork stack

  • 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.

Replace your stack. Not just add to it

A structured view of strengths and opportunities

Higher client value
Revenue, advisory & retention
Fragmented & Siloed

Unified Platform
Advisory & Client platform
Sole territory
Internal Tools
Growing Platforms
Lower client value
Karbon

  • ✔ Strong workflow
  • ✔ Collaboration
  • ✔ Client management
  • ✘ Proposals
  • ✘ Payroll
  • ✘ Client portal
Ignition

  • ✔ Strong proposals
  • ✔ Billing & payments
  • ✘ Full practice platform
  • ✘ Client portal
  • ✘ Payroll
TaxDome

  • ✔ Broad client portal
  • ✔ Workflow product
  • ✔ White-label capability
  • ✘ Accounting platform
  • ✘ Payroll
  • ✘ Advisory tools
Cone

  • ✔ Practice management
  • ✔ Proposals
  • ✔ Billing & payments
  • ✘ Full accounting platform
  • ✘ Payroll
  • ✘ Advisory tools
Dext

  • ✔ Data capture
  • ✔ Bookkeeping automation
  • ✘ Practice management
  • ✘ Client portal
  • ✘ Proposals
FYI Elite

  • ✔ Strong document management
  • ✔ Automation
  • ✔ Workflows
  • ✘ Client portal
  • ✘ Proposals
  • ✘ Payroll
MYOB Practice

  • ✔ Established practice platform
  • ✔ Compliance
  • ✘ Client portal
  • ✘ Proposals
  • ✘ Advisory tools
Xero Practice Manager

  • ✔ Strong job & time tracking
  • ✔ Billing
  • ✔ Workflow management
  • ✘ Client portal
  • ✘ Proposals
  • ✘ Advisory tools
Sole Practice Manager

  • ✔ Built around accounting & advisory
  • ✔ Client portal
  • ✔ Proposal builder
  • ✔ Payroll
  • ✔ Practice ops
  • ✔ Born from an accounting practice
Hover any dot to see what each platform offers · Hover a quadrant to explore its positioning
Switcing from multiple tools?

Migration support is available to make the switch easy.

Consolidating from a patchwork stack is a real undertaking — and we don't pretend otherwise. Optional migration support is available alongside your subscription: a dedicated specialist plans the move, maps your data, and keeps your existing tools live throughout. No forced cutover. Just a steady, paced switch at a rhythm that makes sense for your practice.
Data mapped before you commit
Old tools stay live throughout
AU-based support team
Phase 1

Discover & Map

We audit your current tools and map what moves across. You know exactly what to expect before anything changes.
Phase 2

Import & Validate

We audit your current tools and map what moves across. You know exactly what to expect before anything changes.
Phase 3

Train & Go Live

We audit your current tools and map what moves across. You know exactly what to expect before anything changes.
Phase 4

Supported Throughout

We audit your current tools and map what moves across. You know exactly what to expect before anything changes.
Talk to us about your migration
We'll map your current stack and tell you what moves across — before you commit.
Featured Customer Story
After trialling various practice management options for over a year, SPM is the best and most cost-effective solution on the market. A user-friendly one-stop platform that helps us convert more leads, streamline onboarding, and improve communication.
Stephen Burns
CEO & Founder, Accountants Direct · Gold Coast
Proud partner

Endorsed by the Australian Bookkeepers Network

Sole is the recommended practice platform for ABN members — bringing standards, support, and trust to every implementation.
Australian Bookkeepers Network
Endorsed member benefit · 4,000+ members
Learn more about the partnership
Pricing

Replace your stack. Not just add to it.

One subscription replaces what most firms pay across 4–6 separate tools.
Based on a typical 10-person Australian firm
New · Free plan

Get started on Sole - free, forever.

The lowest-friction way in. Run the core of your practice — jobs, time, invoicing, deals and reporting — and work right across your clients' books through Sole Small Business. No credit card, no time limit. Upgrade only when you outgrow it.
Book a demoCompare all plans
  • Free forever
  • No credit card
  • Set up in minutes
$0
Free forever
All-in-one
what's included
  • Jobs & work management
  • Time tracking
  • Invoicing
  • Deals & pipeline
  • Practice dashboard (essentials)
  • Reporting
  • Sole Small Business client access — log into your clients’ books: bank feeds, P&L, balance sheet, reports
Paid plans add the full 13-module platform — CRM, onboarding & KYC, payroll, tax lodgement, detailed dashboards, higher limits & priority support.
Today
Your current stack
/month
CRM & comms
Karbon · FYI Elite · HubSpot
$295
Onboarding, KYC & e-sign
Ignition · FuseSign · FrankieOne
$255
Tax lodgement & payroll
BGL · LodgeiT · KeyPay
$275
Scheduling, tasks & time
Float · Asana · Harvest
$300
Reporting & insights
Fathom · Spotlight
$130
Document & client portal
Suitefiles · Custom dev
$255
Total
$1,510
Sole
All-in-one
CRM & comms
Onboarding, KYC & e-sign
Tax lodgement & payroll
Scheduling, tasks & time
Reporting & insights
White-label client portal
Sole Start · flat fee
$399
Save $1,111/mo
See pricing
Common Questions

Questions firms ask before signing

Honest answers to the things that matter most.

Yes. Sole is the practice layer that sits above your bookkeeping software, not a replacement for it. We integrate deeply with Xero (including Xero Practice Manager), MYOB AccountRight and Essentials. Clients, contacts, and engagement data sync both ways. Your bookkeepers keep their workflow; you get a single practice view across the firm.

A dedicated migration assistant is assigned to your practice from day one. They’ll audit your current stack, map out what can move across (client and CRM data, templates, questionnaires, and master data typically migrate well), and identify what needs a manual transition plan. We run your old tools and Sole side-by-side — there’s no forced cutover. The timeline is set together with your team; every practice is different and we don’t make promises we can’t keep. Talk to us about your specific setup and we’ll give you a straight answer.

Yes. Sole lodges BAS, IAS and TFN declarations via Standard Business Reporting (SBR2) directly to the ATO. STP Phase 2 is fully supported. PAYG instalments, super (via SuperStream), FBT and Div 7A are built into the workflow. We’re a registered software provider on the ATO’s digital service provider register, and our compliance team tracks every legislative change.

Can I white-label the client portal with my firm’s brand?
Yes. You can white-label the client portal and the practice platform under your brand — custom domain (e.g. portal.yourfirm.com.au), your logo and colours, your email sender. Clients never see “Sole” anywhere. White-label is available as a branding add-on — speak to our team for current pricing and what’s included.

We migrate it for you. Your data is hosted in Australian data centres (AWS Sydney), encrypted at rest and in transit, and you own it — you can export everything at any time, and we keep nothing on cancellation. Sole is built to Australian Privacy Act standards and takes data security seriously. Ask our team about our current compliance posture if you have specific requirements.

30-day free trial on every plan, no credit card required. After that, we bill monthly — no annual lock-in. Cancel anytime, and we’ll help you export your data. Annual pricing locks in for 12 months; cancel after the first month and we’ll refund the rest.

Still have questions? Talk to our team →
Run your whole practice in one place
If your firm runs on 8 or more systems that don’t talk to each other, you already know the cost: double handling, a growing subscription bill, and no single view of what’s due, what’s stuck and what’s ready to bill. Sole Practice Manager brings jobs, deals, documents, billing and client access into one platform, with AI built in. It works alongside Xero and MYOB, so you keep the ledger you trust.
Enter your details and pick a time. We’ll walk you through SPM mapped to your firm — 20 to 30 minutes, no pressure to switch anything.

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After trialling various practice management options for over a year, SPM is the best and most cost-effective solution on the market. A user-friendly one-stop platform that helps us convert more leads, streamline onboarding, and improve communication.
Stephen Burns
CEO & Founder, Accountants Direct
Gold Coast