Features
Unlock our fully resourced financial toolkit.
Every tool your practice needs — proposals, onboarding, scheduling, BAS & STP lodgement, invoicing, payroll, reporting and the client portal — built into one platform for Australian accounting firms.
- 30 Day Free Trial
- No Credit Card Required
- Cancel anytime
- Migration Support Available
The Sole effect
Same week. Completely different outcome
See exactly what changes when your practice runs on Sole.
With Sole
Without Sole
Save 12+ hours a week
Automated job tracking, document chasing and status updates — no chasing required.
Hours lost to data entry & chasing
Status emails on Slack, spreadsheets that drift, copy-paste between tools.
One source of truth
Every client, job, doc and conversation lives in one place — not scattered across 6 apps.
Client info across 6+ apps
Nothing tells the whole story; partners ask the same question twice.
Faster BAS, STP & lodgement
Direct ATO SBR2 lodgement with built-in validation. BAS week is calm.
BAS week is chaos
Manual reconciliation across 3 tools, errors caught at the last minute.
Get paid 38% faster
Connected invoicing, payment plans and Stripe-powered checkout — automated.
WIP sits, debtors balloon
Disconnected billing means invoices go out late — and chase themselves.
Schedule capacity, not just calendars
Skill matrix, drag-and-drop workload and AI-powered allocation suggestions.
Allocation by gut feel
Seniors overloaded, juniors underused — and nobody can see it until it's too late.
Client portal that's your brand
White-labelled, on your domain, with secure docs and e-sign — no awkward logins.
Clients see someone else's brand
Awkward third-party logins, white-label costs extra elsewhere.
AI that knows AU tax
Drafts replies, summarises returns and flags Div 7A risks — grounded in real data.
AI bolted on, with no context
Generic chatbot answers that don't know your clients or Australian tax rules.
Insights you can act on
Margin per client, utilisation by team, WIP ageing — live on one screen.
Reporting in spreadsheets
By the time you build the chart, the month is already over.
With Sole
Save 12+ hours a week
Automated job tracking, document chasing and status updates — no chasing required.
One source of truth
Every client, job, doc and conversation lives in one place — not scattered across 6 apps.
Faster BAS, STP & lodgement
Direct ATO SBR2 lodgement with built-in validation. BAS week is calm.
Get paid 38% faster
Connected invoicing, payment plans and Stripe-powered checkout — automated.
Schedule capacity, not just calendars
Skill matrix, drag-and-drop workload and AI-powered allocation suggestions.
Client portal that's your brand
White-labelled, on your domain, with secure docs and e-sign — no awkward logins.
AI that knows AU tax
Drafts replies, summarises returns and flags Div 7A risks — grounded in real data.
Insights you can act on
Margin per client, utilisation by team, WIP ageing — live on one screen.
Without Sole
Hours lost to data entry & chasing
Status emails on Slack, spreadsheets that drift, copy-paste between tools.
Client info across 6+ apps
Nothing tells the whole story; partners ask the same question twice.
BAS week is chaos
Manual reconciliation across 3 tools, errors caught at the last minute.
WIP sits, debtors balloon
Disconnected billing means invoices go out late — and chase themselves.
Allocation by gut feel
Seniors overloaded, juniors underused — and nobody can see it until it's too late.
Clients see someone else's brand
Awkward third-party logins, white-label costs extra elsewhere.
AI bolted on, with no context
Generic chatbot answers that don't know your clients or Australian tax rules.
Reporting in spreadsheets
By the time you build the chart, the month is already over.
Benchmarks based on a survey of 38 Australian firms, 2025.
01 · Client Management
Win, onboard and look after every client — in one workspace
From the first quote to the last lodgement, your client's whole history lives in one place. No more hunting tabs.
360° client timeline
Every email, doc, task, invoice and lodgement against one client record — searchable in milliseconds.
- Two-way Xero & MYOB contact sync
- Related entities (trusts, super funds, group)
- Smart tags & saved filters
Professional & quick proposals
Send polished, branded proposals in under five minutes — with pricing logic, packages and e-sign built in.
- Reusable service packages with recurring billing
- Tracked sends & in-document signing
- Auto-creates engagement letter on sign
Engagement letters, automated
Stop drafting from scratch. ATO-aligned templates, signed and filed against the client record automatically.
- Pre-built templates for BAS, ITR, FBT, audit
- Conditional clauses based on services selected
- Annual renewal nudges
Smart inbox
Every client email landed against their record. AI suggests the next step, drafts the reply, files attachments automatically.
- Microsoft 365 & Gmail connectors
- Auto-classify by job stage
- Suggested replies, never autosent
02 · Staff & Scheduling
Track every job. Schedule every hour. Never miss a deadline.
A workflow engine that thinks like an accountant — coded to your firm's lodgement calendar, not generic project tasks.
Auto-coded job tracking
Set rules once — "every BAS Q closes 28 days after period end" — and Sole schedules, assigns, and follows up.
- Visual coding rules per service line
- Auto-creates and assigns jobs
- Stage-aware reminders
Projects & milestones
For ad-hoc engagements — restructures, audits, advisory — manage scope, milestones and fixed-fee billing together.
- Milestone-based billing
- Scope-creep tracking
- Internal vs client-visible tasks
Time tracking, friction-free
Timers that follow the job and the client. No more guessing what to charge for at month-end.
- One-click timers from any job
- Auto-detection on document opens
- Roll into WIP and billing
Capacity & staff scheduling
See who's stretched, who's free and what jobs need a senior — at a glance, drag-and-drop to reallocate.
- Skill matrix (L1–L5) per staff member
- Weekly heatmap & forecast
- Smart allocation suggestions
Calendar & bookings
A meeting scheduler that's also connected to job stages, payments and capacity — no Calendly bolt-on.
- Embeddable booking pages
- Take a deposit at booking
- Microsoft 365 & Google sync
03 · Onboarding & KYC
Onboard clients compliantly — and get paid from day one
From identity checks to automated invoicing, every intake obligation and payment step handled without the back-and-forth.
KYC & AML onboarding
Identity, verification and Tax Practitioners Board obligations met without leaving the workflow.
- Australian ID checks via FrankieOne
- Beneficial owner discovery
- TPB-compliant audit trail
BAS & IAS lodgement
Draft, review and lodge BAS & IAS via SBR2 — with line-level validation against ATO rules before submission.
- Pre-fill from Xero/MYOB
- Validation errors caught early
- Receipts saved against client
Multi-employer pay runs
Manage payroll for dozens of employer clients side-by-side, with shared issue tracking and one-click roll-ups.
- 5-step pay run wizard
- Variance & missing-data alerts
- Per-employer roll-ups
Professional & quick invoicing
Invoices that flow from WIP, packages and milestones — branded, tax-compliant, and out the door in a click.
- Tax-inclusive AUD invoices
- Batch invoice multiple clients at once
- Push to Xero/MYOB for the books
Direct debit & payment plans
Take recurring fees on autopilot — BECS direct debit, card on file, payment plans for big bills.
- BECS DDR with proper authorities
- Instalment plans, automatically
- Retry & recovery built in
04 · Dashboards
Every number that matters — live, in one place
Revenue, capacity, WIP and lodgement risk on one screen. Spot a problem before it costs the firm.
Live practice dashboard
Revenue, capacity, WIP, lodgement status, profitability per client — every KPI a partner asks about, on one screen.
- Period and team filters
- Drill down to the source
- Export to board pack
Helicopter view
Every client × every service on one matrix. Spot the at-risk job before it becomes a fire drill.
- Status across BAS, ITR, FBT in one grid
- Click any cell for full context
- AI-flagged blockers and risks
Client profitability
See who's actually profitable — and who's eating senior time at junior fees. Make pricing decisions on real data.
- Per-client margin reports
- Recovery rate by service line
- Pricing experiment tracking
WIP & debtor ageing
Keep tabs on every dollar — work-in-progress, lock-up, debtors past 30/60/90 — all live.
- Daily WIP roll-up by client and team
- Write-off tracking with reason codes
- Cash-flow forecast for the firm
Risk & anomaly alerts
Sole watches every client for unusual movement — sudden GST swings, missing super, scope creep — and pings you first.
- Configurable thresholds
- Predicted lodgement risk score
- Owner alerts via Slack/email
05 · Your Branding
Your firm. Your brand. Your platform.
Run a white-labelled practice on your own domain — with the integrations, security and multi-entity structure a growing firm needs.
White-label client portal
A portal your clients open with your logo on your domain — secure document sharing, requests and e-sign included.
- Your brand, your domain
- Encrypted document vault
- Magic-link login, no passwords for clients
Multi-office & multi-entity
Run multiple trading entities, offices and brands under one Sole login. Consolidated reporting included.
- Per-entity branding
- Cross-entity revenue split
- Shared client master
Security & compliance
Hosted in AWS Sydney. Australian Privacy Act aligned. Your client data stays in Australia.
- AWS Sydney data residency
- Australian Privacy Act compliant
- Full audit log, exportable
Integrations that matter
Native two-way integrations with the tools Australian firms actually use — Xero, MYOB, ATO, ASIC, Stripe, M365.
- Xero + MYOB sync, both ways
- ATO + ASIC connectors
- Zapier & open API
06 · Payroll & Tax
Run payroll for every employer — without the complexity
A full payroll bureau, built in. STP Phase 2, SuperStream, leave, awards — all in one workflow.
STP Phase 2 ready
Single Touch Payroll out of the box — fully aligned with Phase 2 disaggregation requirements.
- STP Phase 2 reporting
- YTD finalisations & amendments
- STP event audit log
ITR1 & ITR2 prep
Individual returns from start to lodgement — prefill from ATO, work through schedules, review and submit.
- ATO prefill via portal
- Deduction comparison & nudges
- Refund tracking after lodgement
Lodgement calendar
Every BAS/IAS/PAYG/STP/FBT/ITR deadline across your book — coloured by who owns it, sorted by what's at risk.
- Custom firm calendar
- Extension and concession tracking
- Workload-aware planning
SuperStream & super clearing
Pay super to the right fund, the right way — SuperStream-compliant clearing house built in.
- Fund discovery & validation
- Quarterly contribution scheduler
- SuperStream audit log
Awards, leave & rostering
Modern Award interpretation, leave accrual, public holiday treatment — automated to keep you Fair-Work compliant.
- 120+ Modern Award interpreters
- Annual leave, personal, LSL
- Employee-facing leave portal
Payroll history & reporting
Every pay run searchable, every variance explained. Reports that satisfy auditors and the ATO.
- Pay run detail with payslip drill-down
- Wage cost reports by department
- Workers’ comp calculations
Product feedback
Have a great feature in mind?
We build Sole alongside Australian firms. If something is missing, tell us — most of what's on this page started as a customer request.
We read every request