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Accounting practice management software

The practice management software your whole firm runs from

AccountKit is accounting practice management software for Xero firms, with client management built around the client group. Every job, document and lodgement sits in one view, connected to Xero Practice Manager, your DMS and your e-signing, so the work stops living in six browser tabs.

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AccountKitClient groupsInteractive preview · sample data
RJ & AJ Bull Family GroupClient groups
Client groups
RJ & AJ Bull Family GroupSelect clients  ⌄
RJ & AJ BULL FAMILY GROUP · SAMPLE DATA

People

Clients · Affiliates · Contacts · Prospects

NAMEDESCRIPTION AND TAGSINTEGRATIONS
Bull Antics Pty LtdCompany
Video game business · Group head
Bull Investments Pty LtdTrustee company
Trustee for the family trust
Bull, AshleeIndividual
Family member · Contact
Showing 3 / 13Group Selected

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

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.

Three pillars, one system

01Workflow

See every job, owner and due date in one practice-wide view.

Recurring and one-off work runs from the client list you already keep in Xero Practice Manager, so the whole team can see what is moving and what needs attention.

Explore workflow

02Document management

Keep every document with the client group it belongs to.

Mail, files, correspondence and signatures stay connected to the work. Your existing DMS remains the source of truth; AccountKit makes everything easier to file and find.

Explore document management

03Compliance tools

Run recurring compliance work without rebuilding the spreadsheet.

Division 7A, inter-entity loans, equipment finance and more carry their data forward and recalculate the schedule. Post journals back to Xero where supported.

See all compliance tools
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.

AccountKitWorkflow / DocumentsInteractive preview · sample data
RJ & AJ Bull Family GroupWorkflow / Documents
Workflow / Documents
WorkflowRJ & AJ Bull Family Group
WORKFLOW / CLIENT JOBFY26 accounts · Crazy Bull Family TrustOwner: Maya Chen In progress
Finish the client’s FY26 accounts3 tasks in progress
Request source recordsClient reply receivedComplete
Review working papersCrazy Bull Family TrustWork in
Supporting documentsFolder, email and signed letter linked here

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

AccountKitCompliance toolsInteractive preview · sample data
RJ & AJ Bull Family GroupCompliance tools
Compliance tools

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

What firms use it for

Start with the job that's costing your team the most time.

You can switch on one pillar first and add the others once the team trusts the client list underneath.

  1. 01Recurring work

    Keep every BAS, return and review moving.

    See each job due this week, who owns it and what’s next, before the daily plan turns into a chase list.

    See workflow

  2. 02Client groups

    See the whole family group before the call.

    Mail, files and e-signing sit against the group and each entity in it, while the documents stay in your own DMS.

    See document management

  3. 03Compliance

    Stop rebuilding the same schedule every year.

    Division 7A, inter-entity loans and equipment finance keep their data, with journal posting to Xero where supported.

    See the tools

  4. 04Your stack

    Keep Xero, your DMS and your e-signing.

    Client and contact details come in from Xero Practice Manager. AccountKit keeps its own workflow jobs beside that client context.

    See the integrations

The numbers behind it

Accounting practice management software, built inside a working accounting firm.

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
See how practice data is protected
Jacqui Trumper, Black Cat Accounting
Black Cat Accounting · Four years old, run by one accountant

One practice, all three pillars

Black Cat Accounting stays a one-person firm by letting the software do the work.

“I do nothing. I just go in there every now and then, see the ticks are green, and then move on with life.”

Jacqui Trumper, Black Cat Accounting
person running the firm, with the first hire put off
1
tools that cover the subscription on their own: workflow, inter-entity and equipment finance
3
years of a finance loan’s entries, at most, run from one setup
5
Read the Black Cat Accounting story

The heart of your firm

Fourteen days. Your clients. Your call.

Bring your client list in from Xero Practice Manager and run real work through workflow, documents and the tools before you decide.

Start free trialBook a demo

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.