SMSF tools built for accountants

Stop chasing trustees for shoeboxes of receipts. Give clients a delightful place to do their own quarterly bookkeeping — then pull clean, BAS-ready exports straight into your annual return workflow.

Multi-fund ready

Switch between client SMSFs with one login. Data stays isolated per fund.

OneDrive audit trail

Every transaction can link to its source receipt in OneDrive — no more 'where's the invoice?' emails.

BAS & annual exports

Quarterly BAS Summary plus annual PDF/Excel exports that drop into your return workflow.