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The heart of your firm

Every app your practice runs on, finally in one place

Workflow, document management and compliance tools, connected to the software you already use. Select an app to see what flows where.

FY25 NZ Xero Practice App of the Year
Start free trialBook a demo

Trusted by firms running on AccountKit

  • Nexia Australia
  • All In Advisory
  • BDO
  • Future Advisory
  • RSM
  • Grant Thornton

The client group at the centre

One family group. Every next step in reach.

Keep the group selected as you move between its people, files, signing, correspondence, work and schedules. Choose a view below, or watch how the same client context follows you.

Explore this family group
PeopleUse the filters and client select to refine which entities you seeShowing 7 / 13
NameDescriptionIntegrations
Bull Antics Pty LtdCompanyBull Ant MediaBull by the HornsBull Mania GamesVideo game businessGroup HeadTax PlanningWednesday Payroll
Bull Property Investments Pty LtdCompanyMonday Payroll Weekly
Bull Property TrustTrust - UnitHolds investment properties with borrowingTrust MinutesMonday Payroll Weekly
Bull Super FundSelf Managed Superannuation FundBull family self managed super fund
Bull, AshleeIndividualFamily memberITR - Group
Bull, RyanIndividualFamily memberITR - Group
Crazy Bull Family TrustTrust - DiscretionaryInvestment trust with shares and propertyFamily Trust ElectionTrust Minutes

Every entity in the group, with its type, tags and the systems it’s connected to.

Explore client mapping

Illustrative AccountKit views. Sample client group, fictional phone numbers and email addresses.

What changes for your firm

Less chasing jobs, hunting for files and rebuilding spreadsheets

  • Workflow

    Know where every job is

    Every AccountKit job, task and deadline across the firm in one view, linked to the client list you keep in Xero Practice Manager.

    Explore workflow

  • Document management

    Find any client file in seconds

    Mail, emails and signed documents filed against the right client group, in the DMS you already use.

    Explore document management

  • Compliance tools

    Stop rebuilding schedules in Excel

    Division 7A, inter-entity loans and 16 more tools that take repetitive work out of spreadsheets. Supported journals can post to Xero.

    See all 18 tools

Keep Xero, email, files and signing tools, while AccountKit makes the hand-offs between them visible.See all 19 integrations

Inside the product

A clearer view of the work, without another spreadsheet

AccountKit Workflow is built for accountants and bookkeepers: practice-wide visibility, custom views and daily priorities around the way your team already works.

See the work across your whole practice

Bring client jobs and internal tasks into one view. See who owns the work, where it stands and what needs attention next.

  • Compliance and internal work together
  • Owners, due dates and status in view

Focus on the work that matters to you

Create a view around the information you need, then save it for yourself or share it with the team. Here, tax work sits together by stage so the next action is clear.

  • Choose the information you want to see
  • Save views for yourself or your team

Give every day a clear starting point

Bring today’s tasks and priorities into your daily plan. Open it from anywhere in AccountKit and tick off the work as you go.

  • Keep today’s priorities close to hand
  • Update the plan without leaving your work

See the work across your whole practice

Bring client jobs and internal tasks into one view. See who owns the work, where it stands and what needs attention next.

  • Compliance and internal work together
  • Owners, due dates and status in view
AccountKitWorkflowInteractive preview · sample data
RJ & AJ Bull Family GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingBull Antics Pty Ltd
MCWork in28 Sep
Engagement renewalCrazy Bull Family Trust
JLWaiting2 Oct
Payroll processingSchurr Pty Ltd
PKManager review4 Oct
FY26 financial statementsBull Antics Pty Ltd
MCOpen14 Oct

0 of 4 completedCreate a new view ↗

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

Focus on the work that matters to you

Create a view around the information you need, then save it for yourself or share it with the team. Here, tax work sits together by stage so the next action is clear.

  • Choose the information you want to see
  • Save views for yourself or your team
AccountKitWorkflow · Tax WIPInteractive preview · sample data
RJ & AJ Bull Family GroupWorkflow · Tax WIP
Workflow · Tax WIP
AllMy workTax WIPBAS WIPTemplates+ New View
SAVED VIEW / TAX WIP

Tax work in progress

4 jobs
Job / clientAssignedStatusDue
FY26 company tax returnBull Antics Pty Ltd
MCWork in30 Sep
FY26 trust returnCrazy Bull Family Trust
JLWaiting30 Sep
FY26 tax reviewBull Property Investments
PKManager review14 Oct
FY26 individual returnSample Client
MCOpen21 Oct

0 of 4 completedEdit saved view ↗

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

Give every day a clear starting point

Bring today’s tasks and priorities into your daily plan. Open it from anywhere in AccountKit and tick off the work as you go.

  • Keep today’s priorities close to hand
  • Update the plan without leaving your work
Task PlannerPMPaul Murray
September 2026Today
AgendaDayWeekMonth
Wed23
Thu24
Fri25
Sat26
Sun27
8 am
9 am
10 am
11 am
12 pm
1 pm
2 pm
3 pm
4 pm
1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | Bull Buckets Pty Ltd
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

＋ Select a task or create a reminder

My Projects
  • Website Update | Cloud Accountants
  • 2025/26 | Compliance Tax | Bull Antics Pty Ltd
  • Team EOY Retreat 2025 | Cloud Accountants
  • Complimentary Client Review Meeting 2026
  • Onboarding – Client | Bull Antics Pty Ltd
  • 2024/25 | January | Business Activity Statement

＋ Select a task or create a reminder

Illustrative AccountKit Task Planner · sample data

See AccountKit in action

Take a closer look at the product.

Start with the overview, or catch up on the latest changes before the next live What’s New session.

Product overview

See how the pieces work together.

Walk through client groups, workflow, documents and the tools in one guided recording.

Watch the overview

Make AccountKit your own

Your firm’s brand, where your team works.

Bring your practice logo and colours into AccountKit. Your team gets a familiar workspace, and exported PDF reports carry the firm’s logo and chosen top-strip colours.

Try a practice colour
See how AccountKit fits your practice
AccountKit Harbour Advisory
  • Administration
  • Compliance
  • Consulting

YOUR PRACTICE

Good morning, Harbour team

Keep the work moving from the client group.

Jobs ready for review08Open workflow ↗
Recent client activity12View groups ↗
HARBOUR ADVISORYClient group summaryPrepared for RJ & AJ Bull Family Group

Illustrative sample based on AccountKit branding settings; not an actual exported customer report.

What firms say

Accountants and bookkeepers on the hours AccountKit gives back each month.

80+ five-star reviews on the Xero App Store. Read the reviews

  • “AccountKit saves us hours each month with the Inter-Entity Loan Tool, Equipment Finance and especially the Div7A Tool at year end. I highly recommend AccountKit. Also, a bonus that the team are always happy to offer support.”

    Kirra SkeltonHopScotch Accounting

  • “As a bookkeeper with lots of clients with multiple companies, the Inter-Entity Loan Reconciliation Tool is invaluable. It saves us hours each month and we wouldn’t be without it. The fact that we can post matching transactions seamlessly is amazing!”

    Karen AndrewsVivid Enterprise Solutions

  • “We’ve been using AccountKit for over 5 years and would be lost without it. Div7A is sorted (no more manual spreadsheets), Client Maps make it much easier to walk clients through Structure Diagrams, and the lodgement tracking gives a great visual on how many tax returns are outstanding and helps keep your lodgement list up to date.”

    Shannon PattersonPrescott Business Solutions

Built by accountants

Made inside a working practice, and trusted across thousands of Xero files

Paul and Paula Murray recording a podcast together

Where it began

Built inside Murray Business Solutions

Paul and Paula Murray shaped AccountKit around the work of their own accounting firm.
Visit Murray Business Solutions
Xero connections
20,000+
NZ Xero Practice App of the Year
FY25
Five-star reviews on the Xero App Store
80+
ISO/IEC 27001:2022 certified
ISO 27001
Read how AccountKit started

Customer stories

The firms that run on AccountKit

“With AccountKit, I'm so much more efficient. I can see things in real time and be a lot more proactive with clients, which they love.”

Jeremy WottonJeremy WottonDirector, JTW Accountants

The heart of your firm

Fourteen days. Your clients. Your call.

Bring in your client list, choose the tools your firm needs and shape AccountKit around the way your team works.

Start free trialBook a demo

  1. Start with your clients

    Start a 14-day trial and bring in the client list you already keep in Xero Practice Manager.

  2. Make it your practice

    Add your logo and colours, then choose the views and tools your team needs.

  3. Connect the rest

    Link your accounting, document and e-signing tools; guided onboarding helps your team put them to work.