built especially for accountants
Workflow software built for accountants, not generic project tasks
Most practice workflow tools were designed for software teams and marketing sprints. They track tasks — but they don't understand a compliance calendar, they don't sync to Xero or MYOB, and they don't roll time into billing. Sole SPM's workflow engine thinks like an accountant: it knows your lodgement cycles, your service lines, and who on your team can do the work.
one platform. everything your firm needs
Workflow software built for accountants, not generic project tasks
Most practice workflow tools were designed for software teams and marketing sprints. They track tasks — but they don't understand a compliance calendar, they don't sync to Xero or MYOB, and they don't roll time into billing. Sole SPM's workflow engine thinks like an accountant: it knows your lodgement cycles, your service lines, and who on your team can do the work.
1
Auto-coded job tracking
Set rules once — "every quarterly BAS 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
2
Configurable workflows
Automate project setup, task creation and client actions with workflows you shape to how your firm actually works.
Templated workflows per job type
Conditional steps & approvals
Trigger client actions automatically
3
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
4
Time tracking, friction-free
Timers that follow the job and the client, so nothing billable slips through at month-end.
One-click timers from any job
Auto-detection on document opens
Rolls into WIP and billing
5
Capacity & staff scheduling
Set rules once — "every quarterly BAS closes 28 days after period end" — and Sole schedules, assigns and follows up.
Skill matrix (L1–L5) per staff member
Weekly heatmap & forecast
Smart allocation suggestions
6
Lodgement calendar, built in
Every BAS, IAS, PAYG, STP, FBT and ITR deadline across your book — coloured by owner, sorted by what's at risk.
Custom firm-wide calendar
Extension & concession tracking
Workload-aware planning
accounting workflow - the sole way
Same week. Completely different workflow.
✓ With Sole SPM
Jobs create themselves
Compliance work is coded to the calendar and assigned automatically.
One source of truth
Every job, doc, timer and deadline lives against one client record.
Capacity you can see
Reallocate work before a deadline becomes a fire drill.
Save 12+ hours a week
Less chasing, less status-emailing, less copy-paste between tools.
✕ Without Sole
Jobs live in someone's head
Deadlines tracked on spreadsheets that quietly drift out of date.
Work scattered across 6+ apps
Nobody can see the whole picture; the same question gets asked twice.
Allocation by gut feel
Seniors overloaded, juniors underused — until it's too late.
Hours lost to chasing
Status updates over chat, manual reminders, missed handovers.
Frequently asked questions
Common questions
What is accounting firm workflow management software?
It’s software that plans, assigns and tracks every job, task and compliance deadline across an accounting or bookkeeping firm from one place. Sole SPM codes work to your lodgement calendar so BAS, IAS, ITR and FBT jobs are created, allocated and followed up automatically.
How is it different from generic project management tools?
Generic tools track tasks but don’t understand accounting deadlines. Sole SPM’s workflow engine is built around Australian lodgement cycles, integrates two-way with Xero and MYOB, and rolls time and jobs straight into WIP and billing.
Can it manage BAS and lodgement deadlines automatically?
Yes. You set coding rules once — for example, “every quarterly BAS closes 28 days after period end” — and Sole SPM schedules the job, assigns the owner and sends stage-aware reminders.
Is Sole Practice Manager made in Australia?
Yes. Sole Practice Manager is Australian-made, hosted in AWS Sydney, and built specifically for Australian accounting and bookkeeping firms.
Does Sole SPM integrate with Xero and MYOB?
Yes. Sole SPM has native two-way integrations with Xero and MYOB, plus ATO and ASIC connectors, so client data and jobs stay in sync across the tools Australian firms already use.