# The whole practice in one view.

Source: https://cruxlabs.com.au/industries/accounting-firms

For accounting firms, bookkeepers and tax agents. One practice management system runs client files and onboarding, tasks on ATO cycles, invoicing and collections, documents and a client portal, with AI that reads BAS, tax returns and bank statements. Built, tested and ready for its first firm. Built in Melbourne, working Australia-wide.

## The practice runs on email and four copies of every client.

What owners told us in discovery, in their words. Anonymised.

- “Documents chased by email every BAS cycle.” The same reminder, written again for every client.
- “The same client typed into four tools.” Files, tasks, billing and email each keep their own copy.
- “Partners cannot see where the practice stands.” Work in progress lives in inboxes and spreadsheets.
- “Collections by spreadsheet.” Who owes what is worked out by hand.

## One client, one record, from onboarding to paid.

A new client is entered once and exists everywhere: files, tasks and billing read the same record.

1. **Onboard**: The client is entered once.
2. **Documents**: Sent through the portal, not by email.
3. **AI reads**: Tax returns, BAS and bank statements read and filed.
4. **Task**: Set on the ATO cycle.
5. **Invoice**: Five ways for the client to pay.
6. **Match**: Each deposit matched to its invoice.

- Every client entered once, with files, tasks and billing reading the same record (Built)
- Tasks set on ATO cycles (Built)
- Invoicing and collections with five payment channels (Built)
- AI that reads tax returns, BAS, financial statements and bank statements (Built)
- A client portal for documents and requests (Built)
- Bank feeds that match each deposit to its invoice (Built)

Live: running for a client today · Built: coded and tested · Next: not shipped yet · Can build: no delivered example yet. Levels describe the module, in whichever industry it runs today.

Services for accounting firms: [Business Operating System](https://cruxlabs.com.au/services/business-operating-system) · [AI agents and automation](https://cruxlabs.com.au/services/ai-automation).

### Software we connect to

- **Xero and MYOB**: Client ledgers, one login (Can build)
- **Bank feeds (Australian open banking)**: Nightly transactions, read-only (Built)
- **Direct debit and PayPal**: Two more ways to pay (Built)

### The rules your paperwork answers to

- **Code of Professional Conduct, Tax Practitioners Board**: Tax and BAS agents keep a client's affairs confidential unless the client agrees. Source: https://www.tpb.gov.au/code-professional-conduct (checked 2026-10-05)
- **BAS due dates**: Quarterly BAS falls due on fixed dates, such as 28 October. Source: https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/business-activity-statements-bas/due-dates-for-lodging-and-paying-your-bas (checked 2026-10-05)

This is the Business Operating System, set up for accounting firms. [See the full system](https://cruxlabs.com.au/services/business-operating-system)

Also set up for: [Professional services](https://cruxlabs.com.au/industries/professional-services) · [Brokers and advisers](https://cruxlabs.com.au/industries/brokers-advisers) · [Security and facilities](https://cruxlabs.com.au/industries/security-facilities).

## Built and tested, with the first firm next.

- [Full practice management for a mid-tier accounting firm](https://cruxlabs.com.au/case-studies/accounting-practice-management) (Accounting, Built): The subscriptions collapsed into one system the firm owns.
- [Crux Practice: practice management for accounting firms](https://cruxlabs.com.au/case-studies/crux-practice) (Accounting, In-house project, paused): An in-house project, built and tested. Not live for a client today.

## The things people ask before they call.

**Is this running for a firm today?**
Not yet. Full practice management for a mid-tier firm is built, and Crux Practice, our own system with the AI document reading and the bank feeds, is built and tested. The first firm is next.

**What can the AI read?**
Tax returns, BAS, financial statements, bank statements and ASIC extracts. It files each one and proposes the task and the entry. A person confirms.

**Where is client data kept?**
In Australian data centres, in a database the firm owns.

## Show us one BAS cycle, start to finish.

[See the full system](https://cruxlabs.com.au/services/business-operating-system) · [All our work](https://cruxlabs.com.au/case-studies) · [All industries](https://cruxlabs.com.au/industries#money-and-advice) · [Take the Scorecard](https://cruxlabs.com.au/tools/ai-opportunity-scorecard) · [Book a call](https://cruxlabs.com.au/contact)