50+ staff
Run a larger firm from one view of the work
When the practice runs partners, managers, advisory and compliance teams and more than one office, AccountKit keeps the client list, the jobs and the permissions somewhere your operations lead can actually run them.
WorkflowInteractive preview · sample dataPractice-wide work
Illustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
Where it gets stuck
The problems that show up once a firm passes fifty people.
None of these are about effort. They come from the work being spread across more people than a spreadsheet can hold.
What fixes it
Workflow
One practice-wide view of every job, its owner, status and due date. Custom views let a partner, a team lead or one accountant save exactly the slice they need, and everyone reads from the same list.
WorkflowInteractive preview · sample dataPractice-wide work
Illustrative AccountKit-style view · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
What fixes it
Advanced permissions
The Practice plan adds advanced user permissions. User roles and practice authorities decide who can be assigned which work, and guest access limits a person to specific clients, with edit restrictions if you need them.
See which plan includes itWhat fixes it
The correspondence register
Outlook and Gmail mail is captured against the right client group and filed into the correspondence register, so the client’s history stays with the firm when the team changes.
Correspondence RegisterInteractive preview · sample dataIllustrative AccountKit-style register · sample data
Interactive demonstration with sample data, based on the AccountKit interface.
Where to start
The starting stack most larger practices need on day one.
Each piece runs from the client list you already keep in Xero Practice Manager, so nothing has to be re-keyed to roll it out.
01Workflow
One overview of every team’s jobs.
Status flows, work types, recurring templates and a daily plan for each person, all reading from the same jobs.
See workflow
02Documents
Mail and files filed to the group, not to a person.
The correspondence register, direct links to the client folder in your DMS, and e-signing through Annature or FuseSign.
See document management
03Compliance tools
The same schedules, run the same way by every team.
Division 7A, inter-entity loans and equipment finance keep their data between years and post matching journals to Xero.
See the tools
Rollout, permissions, offices and procurement
What your operations lead and your IT reviewer will ask about.
The answers below are the ones on our security and pricing pages, so your procurement pack and this page say the same thing.
01Rollout
Onboarding is built into every plan.
Each plan includes a mandatory onboarding package of four to eight hours of training, depending on the plan, split between calls and support. Your client list syncs from Xero Practice Manager, so setup starts from data you already keep.
See onboarding by plan02Permissions
Access follows the person’s role.
Advanced user permissions on the Practice plan, user roles in workflow templates, practice authorities for who can be assigned what, and guest access limited to specific clients. Access is based on the principle of least privilege.
See roles in workflow03Offices
Every office works from the same client list.
The whole firm works in one cloud tenant, so a second office sees the same client groups, jobs and correspondence as the first, and each team saves its own custom views.
04Procurement and security
ISO/IEC 27001:2022 certified, with MFA for every user.
Multi-factor authentication is mandatory, with authenticator apps and SSO options and tenant-level password policies. Data is hosted in AWS Sydney, encrypted with TLS 1.2+ in transit and AES-256 at rest, independently penetration tested and exportable at any time.
Read the security detail
Plan fit
Larger firms start on the Practice plan.
It’s the plan with the controls a firm this size asks for, and it includes everything in Compliance and Professional.
Usually the right planPractice
- Advanced user permissions
- The full workflow tool, with templates and repeating tasks
- Knowledge Centre
- Email integration, e-sign automations and advanced DMS
- 140 accounting connections, with five users included
Additional users, guest access and extra connection packs are priced per month on the pricing page.
Compare all three plansThe heart of your firm
Roll it out to one team first, then the whole firm.
Start a trial with a single team’s clients, or book a demo to walk through permissions, onboarding and security with us.
Start a free 14-day trial
Create the account and bring in the client list your firm already works from.
Shape your AccountKit
Choose the tools, views and workflows that match the jobs your team needs to run.
Put it to work
Use AccountKit with real client work and decide what belongs in your practice stack.