Sole SPM · One platform for Australian firms

A smarter end-to-end practice management platform for Australian firms.

Most practice management software helps with part of the practice. Sole SPM is built to help accounting and bookkeeping firms run their entire business from one connected platform.
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The Sole difference

The AI moat for accountants — end to end.

Built for Australian firms ready to move beyond referrals and disconnected tools — with an Aussie-made system that understands local tax requirements. Partner with Sole to protect clients, cut costs, and unlock growth.
End-to-end Practice management

From onboarding to tax lodgement, on one record.

Sole Practice Manager is a purpose-built platform for accounting and bookkeeping firms — real-time visibility across clients, streamlined onboarding, and scalable workflows.
Aussie-made & ATO aligned

BAS, STP, ASIC — built in, not bolted on.

Lodge directly via SBR2, run STP Phase 2, register companies through ASIC — without leaving the platform. Built locally, for local tax requirements.
AI-powered automation

Protect clients, cut costs, unlock growth.

Specialised AI for your firm and your clients — predictive insights, smart task suggestions, and automation of the repetitive work that drains margin.
Where Sole stands

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
Sole SPM vs. Others

See how Sole SPM compares

The right practice management software should help you run an end-to-end firm. It should improve efficiency, reduce operational friction, and create extensible workflows. Too many force a trade-off between low or separate systems for onboarding, workflow, CRM, document collection, payments and communications. That creates inefficiency, gaps and chaos.

Sole SPM gives you the high-level view of the firm — including where every client stands, how work is progressing, and how staff are allocated across the practice.
CapabilitySole SPMXero PMKarbonFYI EliteMYOB PracticeTaxDomeCone
Pricing:
Top tier or enterprise pricing basis		From $399/mo flat
no per-seat counting		$163.90/mo
free at Silver+		Enterprise
custom		$70/user/moEnterprise
custom		$1,300/seat/year$63/user/mo
Full white-label platform:
Brand platform and client experience fully		Limited
Revenue referral model:
Earn recurring revenue from referred client usage		Limited
Embedded finance:
Offer finance products inside the platform
End-to-end native platform:
Client accounting and practice tools in one ecosystem		Limited
Client onboarding & compliance:
Native KYC, registrations and compliance workflows
Tax lodgement:
Prepare and lodge tax natively		Limited
CRM / client management:
Manage client records and interactions centrally		LimitedLimitedLimited
Document management:
Store and manage client documents natively		LimitedLimited
Client portal:
Secure portal for tasks, files and approvals		LimitedLimited
Payments in workflow:
Collect payments inside workflow and billing steps		LimitedLimitedLimited
Automation & AI support:
Reduce admin with automation and AI tools		LimitedLimited
Workflow / job management:
Manage jobs, tasks and accountability natively
See it in your firm - book a 30-min demo
Sole SPM gives firms a connected way to operate, with stronger workflow control, clearer client visibility, built-in automation, and a platform designed to support modern Australian practice growth.
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Get started

Ready to simplify your practice operations?

If your firm is ready to transition away from disconnected systems, Sole SPM gives you a more connected way to manage clients, staff, workflow, and growth in one platform.
Get startedTalk to our team
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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
Common Questions

Questions firms ask before signing

Honest answers to the things that matter most.

Yes. Sole SPM gives practice managers a clear operational view across the firm, including client status, workflow progress, staff allocation, and upcoming work, all in one place.

Yes. Sole SPM helps firms track staff allocation, monitor workflow progress, and maintain better visibility over who is working on what across the practice.

Yes. Sole SPM is built for Australian accounting and bookkeeping firms that want to reduce admin, improve visibility, and create a more scalable operating model as they grow.

Yes. Sole SPM brings together client management, payments, workflow, onboarding, and compliance into one connected platform, helping firms reduce the need for multiple disconnected systems.

Yes. Sole SPM includes AI support to help firms work more efficiently, reduce manual admin, and improve visibility across practice operations.

Yes. White label is an optional feature within Sole SPM. It allows firms to present both the end client app and the practice management experience under their own logo and branding, creating a more seamless and professional client experience.

White label practice management software helps firms deliver a more consistent branded experience to clients, strengthen their market presence, and keep their technology experience aligned with their own firm identity.

Yes. Sole SPM is designed for Australian firms and supports the operational, workflow, and client management needs of local accounting and bookkeeping practices.

Yes. White label is an optional feature in Sole SPM that allows firms to offer both the client facing Sole app and the practice management platform under their own firm logo and branding.

Still have questions? Talk to our team →