Getting Started
Up and running in under 10 minutes
Set up your practice
Use the Work Board as your home screen — it shows every open job across all clients in one place, filterable by status, assignee, and type.
Dashboard
Your daily practice health check
The dashboard gives you an instant view of what needs attention right now. It doesn't replace the Work Board — it surfaces the critical jobs only.
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Overdue
Jobs past their due date that are not yet completed
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Due this week
Jobs due within the next 7 days
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Waiting on client
Jobs stuck in Waiting on Client status
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Completed this month
Jobs marked Completed in the current calendar month
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Ready to Lodge
Jobs prepared and awaiting ATO lodgement
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Awaiting review
Jobs currently In Review waiting for partner sign-off
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Unbilled completed
Completed jobs marked Ready to Invoice but not yet invoiced
Click any card in the Overdue or Waiting columns to go directly to that job.
Work Board
Every open job at a glance
The Work Board is a filterable table of all jobs across all clients. Use it as your primary view for daily workflow management.
Filters
- Search — filters by client name, job type, or period
- Assignee — show only jobs assigned to a specific team member
- Type — filter by BAS, Tax Return, Payroll, etc.
- Status — e.g. show only Waiting on Client
- Priority — filter by Urgent, High, Normal, or Low
- Quick presets — Overdue, Due this week, My jobs
Changing status inline
Click the status badge in any row to open a dropdown and change the status instantly. The row updates immediately — no need to open the job detail.
Job statuses
The Progress column shows checklist completion as a thin colour-coded bar. A full green bar means all checklist items are ticked.
Clients
Client records and history
Each client has a dedicated record page showing all their jobs, notes, contact details, and recurring job rules.
Client fields
Name
Required. Used throughout the app.
ABN / ACN
Validated format. Shown on client record.
Entity Type
Pty Ltd, Trust, Sole Trader, etc.
BAS Frequency
Monthly / Quarterly — used for recurring jobs.
Contact Name
Primary contact for email notifications.
Used for client status notification emails.
Partner
The team member responsible for this client.
Practice Notes
Free-text internal notes — not visible to clients.
Search
The client list filters in real time as you type. Search matches client name, ABN, and contact name.
Only Partners and Managers can create, edit, or delete clients. Staff members cannot access the Clients section.
Jobs & Checklists
Track every step of every engagement
Creating a job
From the Work Board, click New Job. Select a client (required), job type, period (e.g. “Q1 2025”), optional due date, and assignee. A default checklist is generated based on the job type.
Default checklists by job type
BAS
- Collect bank statements
- Review sales and purchase invoices
- Reconcile GST collected and paid
- Prepare payroll summary
- Check ATO portal — integrated client account
- Prepare BAS return
- Partner review
- Obtain client approval
- Lodge with ATO
- Confirm lodgement and file
IAS
- Collect PAYG withholding records
- Confirm instalment amount
- Check ATO portal balance
- Prepare IAS
- Obtain client approval
- Lodge with ATO
- Confirm lodgement
Tax Return - Individual
- Request source documents (income, deductions)
- Pre-fill review via ATO portal
- Review rental income / schedule
- Enter income and deductions
- Capital gains check
- Private health insurance offset
- Medicare levy / surcharge check
- LMITO / LITO check
- Partner review
- Obtain client approval
- Lodge with ATO
- Confirm lodgement
Tax Return - Company
- Obtain signed financial statements
- Reconcile tax depreciation
- Division 7A review
- Franking account balance
- Tax losses review
- Related party transactions review
- Thin capitalisation check (if applicable)
- Partner review
- Director approval
- Lodge with ATO
- Confirm lodgement and update ASIC records
Tax Return - Trust
- Obtain signed financial statements
- Review trust deed distribution provisions
- Prepare trustee resolution / minutes
- Allocate income to beneficiaries
- TFN withholding check
- Partner review
- Trustee approval
- Lodge with ATO
- Confirm lodgement
Tax Return - Partnership
- Obtain signed financial statements
- Reconcile partner capital accounts
- Prepare partner income schedules
- Partner review
- All partners approval
- Lodge with ATO
- Confirm lodgement
FBT Return
- Identify all fringe benefits provided
- Car benefit — logbook or statutory method
- Entertainment expenses review
- Employee contributions confirmed
- Exempt benefits review
- Calculate FBT liability
- Partner review
- Obtain client approval
- Lodge with ATO
- Confirm lodgement
TPAR
- Identify all reportable contractors
- Collect contractor ABNs and total payments
- Reconcile to accounts payable
- Prepare TPAR report
- Client approval
- Lodge with ATO by 28 August
- Confirm lodgement
Payroll / STP
- Collect timesheets / pay data
- Process payroll run
- Check super obligations (11.5% SGC)
- STP finalisation submitted
- Payslips sent to employees
- File payroll records
Super Guarantee
- Calculate quarterly SGC liability (11.5%)
- Verify employee eligibility
- Prepare SuperStream payment
- Confirm payment received by super funds
- File SGC charge if late payment
- Record in accounts
ASIC Annual Review
- Review annual review notice from ASIC
- Confirm registered office address
- Confirm officeholder details
- Lodge changes if required (Form 484)
- Pay ASIC annual review fee
- File ASIC confirmation
Trust Distribution Minutes
- Review trust deed for distribution provisions
- Prepare trustee distribution resolution
- Identify all beneficiaries and amounts
- Execute resolution before 30 June
- File signed minutes
Bookkeeping
- Reconcile bank accounts
- Process outstanding invoices
- Process outstanding bills
- Payroll reconciliation
- GST reconciliation
- Provide reports to client
Financial Statements
- Obtain trial balance
- Reconcile all accounts
- Prepare profit & loss statement
- Prepare balance sheet
- Prepare notes to financial statements
- Partner review
- Client approval
- File signed statements
Other
- Review requirements
- Gather supporting documents
- Prepare workpapers
- Partner review
- Client approval
- File and confirm
Notes log
Each job has a notes thread — a chronological record of updates, decisions, and conversations. Notes are visible to all firm users. Use them instead of email chains.
ATO & billing fields
The job detail page includes fields for statutory due dates, lodgement dates, estimated fee, WIP, client approval tracking, and ATO integration checks. These are optional and only visible to Partners and Managers.
Add a note when changing status — it creates a clear audit trail of when and why the status changed.
Recurring Jobs
Automate job creation for regular engagements
Set up a recurring job rule on any client record and Practise Board will automatically create the job at the right time — no manual intervention required.
How it works
Set days before due to 21 as a starting point — it gives your team 3 weeks to complete the work before the statutory deadline.
Recurring jobs are not created if a matching job (same client, type, and period) already exists. Re-running the cron is safe.
Email Notifications
Keep your team and clients informed automatically
Team notifications (internal)
Client notifications
When a job status changes to a client-relevant stage, an email is automatically sent to the client's email address. This keeps your clients informed without any manual follow-up.
Client emails are only sent if the client record has an email address. Internal-only status changes (In Progress, In Review) do not trigger client emails.
Team & Roles
Manage who can do what
| Feature | Partner | Manager | Staff |
|---|---|---|---|
| View Work Board | ✓ | ✓ | Own jobs only |
| Create / edit jobs | ✓ | ✓ | ✗ |
| Change job status | ✓ | ✓ | Own jobs only |
| View Clients | ✓ | ✓ | ✗ |
| Create / edit clients | ✓ | ✓ | ✗ |
| Import clients | ✓ | ✓ | ✗ |
| Invite team members | ✓ | ✓ | ✗ |
| Change team roles | ✓ | ✓ | ✗ |
| View billing | ✓ | ✗ | ✗ |
| Settings | ✓ | ✓ | Own profile only |
Inviting a team member
Import Clients
Migrate from your existing system
Supported columns
name · contactName · email · phone · abn · acn · entityType · basFrequency · address · clientSince · riskLevel · gstRegistered · isActive
ABN and ACN are validated on import. Rows with invalid ABN/ACN format will be skipped. Imports are limited to 500 rows per batch.
AI Features
Smart assistance on the Job Detail page
Summarise job
Generates a 2-sentence summary of the job's current status, based on the checklist state and notes history. Useful for handing off a job to a colleague or quickly reviewing progress without reading all notes.
Always available on the job detail page.
Draft chase email
Drafts a professional follow-up email to send to the client when a job is stuck in Waiting on Client. The draft uses the client's name, job type, period, how long it's been waiting, and the most recent note.
Only shown when job status is Waiting on Client.
Suggest status change
After you add a note, AI reads the note text and suggests whether the job status should be updated. For example, if you write "received all documents from client", it may suggest moving from Waiting on Client to In Progress.
Appears as a dismissible banner after saving a note, only when a change is clearly indicated.
AI features require a valid OPENROUTER_API_KEY to be configured. If AI is unavailable, the buttons will show “AI features are not configured on this server.” Contact your administrator.
Billing & Plans
Trial, Pro, and everything in between
Free Trial
14 days
- Up to 150 clients
- Up to 300 jobs
- Up to 5 users
- All features included
- No credit card required
Pro
Monthly / Annual
- Up to 1,000 clients
- Up to 10,000 jobs
- Up to 25 users
- Priority support
- Full feature access
To upgrade, go to Billing in the sidebar (visible to Partners only) and click Upgrade to Pro. You'll be redirected to Stripe's secure checkout.
Annual plans receive a discount. Contact support for pricing details.
Security
How your data is protected
Multi-tenant isolation
Each practice's data is strictly isolated. No user from one firm can ever access another firm's clients, jobs, or settings.
Passwords
Passwords are hashed using bcrypt and never stored in plaintext. Practise Board staff cannot see your password.
Data in transit
All traffic is encrypted via HTTPS/TLS. The application is served exclusively over HTTPS.
Data at rest
Data is stored on Neon Postgres with encryption at rest enabled. Database backups are retained for 7 days.
Session security
Sessions use signed JWT tokens. Logging out invalidates the session immediately.
Access controls
Role-based access control is enforced at both the UI and API levels. Staff users cannot access client data or create jobs.
FAQ
Common questions
Contact Support
We're here to help
If you can't find an answer here, the Practise Board support team is available via email. We aim to respond within one business day (Australian Eastern Time).
Before you email, try:
- Searching this help centre using the sidebar search
- Checking the FAQ section above
- Logging out and back in to refresh your session