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Product overview
See how the pieces work together.
Walk through client groups, workflow, documents and the tools in one guided recording.
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.
Featured integrations
AccountKit sits in the middle, not on top
Client and contact details come in from Xero Practice Manager. AccountKit jobs stay in AccountKit, while time syncs to XPM and supported journals can post to Xero. Mail, documents and signatures stay in the tools your firm already pays for.
Trusted by firms running on AccountKit
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.
RJ & AJ Bull Family Group Select clients ⌄PeopleEntities, people and connected systems in the family group.Sample data
ClientsAffiliatesContactsProspectsShowing 6 / 6
NameDescription and tagsIntegrations
Bull Antics Pty LtdCompany
Video game business
Group head · Tax planning
Bull Buckets Pty LtdCompany
Operating company
Payroll · IAS client
Bull Investments Pty LtdTrustee company
Trustee for family trust
Family trust
Bull Property TrustTrust
Investment properties
Trust minutes
Bull, AshleeIndividual
Family member
Contact
Bull, OliverIndividual
Family member
Client foldersThe group and its connected document folders.Sample data
RJ & AJ Bull Family GroupBull Antics Pty LtdBull Buckets Pty LtdBull Investments Pty LtdBull Property TrustBull, Ashlee
OneDrive / 2025 / Tax
Search files ⌕
NameModified byModified
X2025 Tax Worksheets – Bull Antics Pty Ltd.xlsxMatthew Taylor11 Mar 2026
X2025 Tax Worksheets Finals – Bull Antics Pty Ltd.xlsxMatthew Taylor16 Jun 2026
X2027 Tax Planning – Profit & Tax Estimate.xlsxMatthew Taylor09 Jul 2026
PDFEquipment Finance – Tractor.pdfPaul Murray10 Apr 2026
PDFEquipment Finance – Landcruiser.pdfPaul Murray10 Apr 2026
PDFAccount Reconciler Detail Report.pdfPaul Murray13 Aug 2026
OneDrive · Connected document folder
E-signingDocuments sent for signing and their status.Sample data
Name and recipientClientStatusSender
2025 Financials – Bull Antics Pty Ltd✎ Ashlee Bull
Bull Antics Pty LtdDraftPaul MurrayInter-entity loan reconciliation✎ Ashlee Bull
Bull Antics Pty LtdIn progressPaul MurrayActivity statement✎ Matthew Taylor
Bull Antics Pty LtdActiveBen Barker2024 Financials – Bull Antics Pty Ltd✎ Ashlee Bull
Bull Antics Pty LtdCompletedPaul MurrayEngagement letter – family group✎ RJ Bull
Bull Antics Pty LtdCompletedPaul MurrayCorrespondenceEmails, calls and notes associated with the group.Sample data
TypeStatusContactClientSummary
EmailDraftAshlee BullBull Antics Pty LtdActivity statement
Phone messagePlease callBen The GuestBull Antics Pty LtdProperty purchase
EmailSentPaul MurrayBull Antics Pty LtdTax planning follow-up
File noteFiledAshlee BullBull Property TrustClient meeting notes
SMSReceivedAshlee BullBull Antics Pty LtdThanks, Ben!
WorkflowThe jobs your team is doing for this client group.Sample data
AllMy workMy reviewMy teamTax WIPBoard view
Administration
Bull Antics Pty LtdOnboarding – client groupWork in
Bull Antics Pty LtdXPM integration taskTo lodge
Bull Antics Pty LtdClient information requestManager review
Bookkeeping
Bull Antics Pty LtdPayroll processing & STP filingWork in
Bull Antics Pty LtdBank reconciliationWork in
Bull Antics Pty LtdQuarter-end reviewWaiting
Business activity statement
Bull Antics Pty Ltd2025/26 July BASManager review
Bull Antics Pty Ltd2025/26 August BASContact client
Bull Antics Pty Ltd2025/26 September BASWaiting
Compliance – FBT
Bull Antics Pty Ltd2025 Fringe benefits taxContact client
Bull Antics Pty LtdFBT reviewOpen
Equipment financeSchedules linked to the group and their status.Sample data
ClientDescriptionAmountPaymentsBalanceStatus
Bull Antics Pty LtdTractor and loader$40,120$764.61$0Completed
Bull Antics Pty LtdVolkswagen Golf GTI$56,600$1,124.50$0Out of balance
Bull Antics Pty LtdMercedes-Benz GLE$84,388.99$1,044.66$0Out of balance
Bull Antics Pty LtdLaptop upgrades$50,000$933.50$0Out of balance
Bull Antics Pty LtdLandcruiser Troop carrier$65,000$1,381.25$29,982.72Journals not posted
Stylised product view · illustrative recordsExplore client mapping ↗Explore documents ↗Explore e-signing ↗Explore correspondence ↗Explore workflow ↗Explore equipment finance ↗
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 workflowWorks with Xero Practice Manager, Microsoft Teams, Slack, Annature and FuseSign
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 managementWorks with Outlook, Gmail, SharePoint, SuiteFiles and FYI Docs
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 toolsWorks with Xero Blue; Intuit QuickBooks coming soon
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
WorkflowInteractive preview · sample dataHarbour GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS
4 jobsPractice-wide work
Job / clientAssignedStatusDue
Client onboardingHarbour Group Pty Ltd
MCWork in28 SepEngagement renewalHarbour Family Trust
JLWaiting2 OctPayroll processingSample Pty Ltd
PKManager review4 OctFY26 financial statementsHarbour Group Pty Ltd
MCOpen14 OctIllustrative 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
Workflow · Tax WIPInteractive preview · sample dataHarbour GroupWorkflow · Tax WIP
Workflow · Tax WIP
AllMy workTax WIPBAS WIPTemplates+ New View
SAVED VIEW / TAX WIP
4 jobsTax work in progress
Job / clientAssignedStatusDue
FY26 company tax returnHarbour Group Pty Ltd
MCWork in30 SepFY26 trust returnHarbour Family Trust
JLWaiting30 SepFY26 tax reviewBull Property Investments
PKManager review14 OctFY26 individual returnSample Client
MCOpen21 OctIllustrative 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
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
- 1)Buy milk
- 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
- 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
- 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
- 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
- 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd
＋ Select a task or create a reminder
- 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.
Watch the overview
What’s New
Catch up, then join the next one.
Watch the most recent session on demand, or register for the next live update and questions.
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.
See how AccountKit fits your practice AccountKitH Harbour Advisory
Harbour AdvisoryPractice workspaceOverviewPeople & groupsWorkflowDocumentsTools
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 Harbour Family Group
HHARBOUR
ADVISORY
Prepared 24 September 2026ADVISORY
CLIENT GROUP REPORT
Harbour Family Group
A summary of the entities and current work held against this client group.
EntityTypeWork
Harbour Group Pty LtdCompanyFY26 accounts
Harbour Family TrustTrustDistribution review
Harbour Property TrustTrustAnnual review
Prepared by Harbour Advisory · Illustrative sample data
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.
“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
Where it began
Built inside Murray Business Solutions
Paul and Paula Murray shaped AccountKit around the work of their own accounting firm.- 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
Customer stories
The firms that run on AccountKit
Scope Accounting
Stopped jobs stalling and caught up on its lodgements
Pilkadaris Advisory
Cut amortisation from hours in Excel to minutes
Wheelhouse Advisory
Turned firm-wide visibility into more hires and higher fees
“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 WottonDirector, JTW AccountantsThe 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 with your clients
Start a 14-day trial and bring in the client list you already keep in Xero Practice Manager.
Make it your practice
Add your logo and colours, then choose the views and tools your team needs.
Connect the rest
Link your accounting, document and e-signing tools; guided onboarding helps your team put them to work.