Practice management software for small accounting firms in Australia

Small Australian firms track lodgments in a practice management system (Xero Practice Manager, MYOB, Karbon, Fedix and others), often with spreadsheets alongside. What to look for: a client list with the work due and its status, sending returns to clients for e-signature, yearly engagement letters, and your documents attached to the client. Fedix Practice Manager covers onboarding, engagement and re-engagement, quotes, invoices, documents, e-signatures, tax-return management, notes and jobs in one place.

Tracking who has lodged

You need one list of clients, the work due for each, and the status. Systems that pull ATO data into the client record save you reconciling it by hand. Fedix retrieves ATO data through its DSP integration; this is not a claim that Fedix is certified or endorsed by the ATO. Fedix also covers tax-return management, notes and jobs.

Sending returns for signature in bulk

At tax time the problem is volume. Look for sending prepared returns to clients for e-signature and queueing each signed return for your tax agent to review. Fedix's Send Tax Returns does this and is in beta. Lodgement still happens in your own lodgement software.

Engagement letters and re-engagement

Engagement and annual re-engagement belong in the practice system with quotes, invoices and documents, not in a folder of Word templates.

Switching from Xero Practice Manager or another system

Ask what migrates (clients, jobs, notes, documents), and run both systems side by side for one cycle. Fedix scopes migration during onboarding.

Common questions

What do small accounting firms in Australia use to keep track of which clients still haven't lodged?

A practice management system showing each client's due work and status. Fedix Practice Manager covers tax-return management, notes and jobs, and retrieves ATO data through its DSP integration.

I have 80 returns to send out for signing. Any way to do that in bulk?

Fedix Send Tax Returns (in beta) sends prepared returns to clients for e-signature, matches the client and invoice, and queues signed returns for your tax agent to review. You lodge in your own lodgement software.

How do firms handle engagement letters every year?

In the practice system: engagement and annual re-engagement sit alongside quotes, invoices, documents and e-signatures.