of compliance jobs hit at least one "waiting on client" delay each quarter
lost per week chasing job status updates across your team
clients misses their first information deadline — every quarter
“Most practices aren't struggling because their accountants aren't good. They're struggling because their tools weren't built for this.”
How It Works
From chaos to clarity in three steps
Import your clients (5 minutes)
Drop in your client list via CSV or add them one by one. Set their recurring jobs — BAS quarterly, tax return annually — and Practise Board builds the schedule automatically.
Watch the board build itself
Jobs appear on your Work Board as they come due. Each job has a pre-built checklist for its type — BAS, tax return, payroll — so your team knows exactly what to do next.
Fix problems before they become crises
Your Dashboard shows overdue jobs, jobs stuck waiting on clients, and jobs due this week — in three coloured columns. You see everything. You chase nothing twice.
Features
Built for the way accounting practices actually work
The Killer Feature
See every job stuck waiting on a client. Right now.
Filter by "Waiting on Client" in one click. See who's been sitting for 10+ days. Hit "Draft chase email" — our AI writes a professional, polite follow-up in 3 seconds using the client's name, job type, and your last note. You copy it. You send it. Done.
| CLIENT | JOB TYPE | ASSIGNED | STATUS | DUE | |
|---|---|---|---|---|---|
| Smith & Co | BAS Q1 2026 | SC | Waiting on Client | Apr 28 ↑ | |
| Morrison Family Trust | Tax Return FY2025 | PK | In Progress | May 30 | |
| Chen Consulting | Payroll Mar 2026 | TB | In Review | Apr 15 ↑ | |
| Nguyen Holdings | Tax Return FY2024 | SC | In Progress | Jun 30 | |
| Park & Williams | BAS Q4 2025 | MR | ✓ Done | Feb 28 |
Start Your Morning Here
Three columns. Your entire practice at a glance.
Overdue. Due this week. Waiting on client. That's all you need to run your morning. Each card links directly to the job. No searching, no pivot tables, no "can someone check the spreadsheet?"
Institutional Knowledge That Stays
Everything you know about a client, in one place.
ABN, entity type, BAS frequency, risk level, last contacted date. The practice notes section is freeform — put anything there. When a staff member leaves, their client knowledge doesn't leave with them.
Margaret tends to send documents late — always call before emailing. Prefers communication via phone. Rental property complicates FY25 return — check ATO data prefill. Risk: medium.
Set and Forget
BAS is quarterly. Your setup should be once.
Configure recurring jobs per client — monthly payroll, quarterly BAS, annual tax return. Practise Board creates the job automatically, pre-populates the checklist, and notifies the assignee. No manual job creation. No forgetting.
✓ Next job auto-created in 3 days: BAS Q2 2026 — Morrison Family Trust
What Practices Say
“We stopped using three spreadsheets the week we started.”
“I was running our compliance tracking out of a shared Google Sheet that 8 people were editing. Jobs were being missed. BAS lodgements were late. Three weeks after switching to Practise Board, we had zero overdue items for the first time in two years.”
“The "Waiting on Client" column on the Dashboard changed how we run our Monday morning meetings. We don't go around the table asking where each job is at — we just look at the board together.”
“The AI chase email is embarrassingly good. I click the button, read the draft, change two words, paste it into Outlook. My clients actually respond faster now — the tone is friendlier than what I'd write myself.”
The Difference
Your practice, before and after.
Monday morning: "Where's the Smith BAS at?"
Monday morning: Dashboard open, three columns visible
Compliance deadlines tracked in a spreadsheet 6 people half-maintain
Every job due date tracked automatically per client
Staff member leaves, takes client knowledge with them
Practice notes live in the system forever
Chase email written from scratch every time
One click. AI drafts it from context. Three seconds.
New job created manually for every recurring client
Recurring rules auto-create jobs, auto-assign, auto-notify
Partner does a mental audit every Friday
Partner sees everything overdue in one glance
“The practices that switch don't switch back.”
Simple Pricing
One price. Every feature. No per-seat surprises.
Unlimited team members. Unlimited clients. Unlimited jobs. Because your practice shouldn't pay more every time it grows.
billed monthly · cancel anytime
No credit card required
Your 14-day trial includes every Pro feature. No degraded trial mode. If you're not set up and running within a week, email us — we'll help.
Common Questions
Things practices ask before they start
Your practice has a compliance problem right now.
There's a job stuck waiting on a client you haven't chased this week. There's a deadline you're mentally tracking but haven't looked at today. Practise Board makes the invisible visible — in 10 minutes.
Start free — no card required →14-day trial · Every Pro feature · Cancel anytime