For accountants & bookkeepers: Stop chasing clients for documents
Websites, client onboarding and automatic reminders, set up around the software your practice already uses — so your team spends less time chasing and more time on client work.
Fixed-price packages from $4,500 +GST
- Fixed quote before any work
- Nothing to pay until you accept
- Reply within one business day
WHERE TIME GOES
Skilled people spend hours on work that could run itself
WHAT IT LOOKS LIKE
A new client, without the chasing
Here’s what the Growth package sets up for a typical practice. The details are tailored to yours.
Your team starts the work sooner, and nobody spends their week chasing.
An example of what we set up, not a client story.
9:00 am
A new client enquires on your website
They get an instant reply with a link to your onboarding form.
9:20 am
They complete onboarding online
Details are collected once and passed to your practice software where it allows, so nobody re-types them.
9:21 am
The engagement letter goes out for signing
Signed online and saved with the client’s records.
Tax time
Documents requested, reminders sent
Each client gets a checklist of what you need, with polite reminders until everything is in.
Every Monday
Your team sees what’s outstanding
One view of jobs, who you’re waiting on and what’s due.
PACKAGES
Clear packages, fixed prices
Fixed prices with clear limits, confirmed on a short call before any work begins. Need more? Extras have fixed prices too.
Essentials
A website that brings in the right clients
$4,500
+GST · first 3 months of Care included, then optional at $149/month
- Up to 8 pages, such as home, about, team, services, industries and contact
- A new-client enquiry form that collects what you need up front, with an instant reply
- A booking link for first meetings, using your calendar
- Search basics, analytics and help setting up your Google Business Profile
- Mobile-friendly, fast and accessible
- Recommended
Growth
Onboarding and document chasing on autopilot
$8,900
+GST · first 3 months of Care included, then $149/month
- Everything in Essentials
- Up to 5 automations and one connection to your practice or accounting software
- New-client onboarding: details collected once, engagement letter sent for signing, and the client set up in your systems where they allow it
- Document requests and automatic reminders at tax time and year end, so your team stops chasing by hand
- Clients told where their job is up to at key steps
- A weekly view of jobs, waiting-on-client items and deadlines
Custom
For larger or multi-office practices
Let's talk
Quoted after a free call or Tech Check
- Everything in Growth
- A client portal or workflows built around how your practice runs
- Practice dashboards: workload, turnaround and lodgement progress
- AI-assisted email and document drafts, always reviewed by your team before use
- Team training session and written how-to guides
Care plans
Care$149/month +GST
Hosting, updates, backups, security and uptime monitoring, fixes if a connected system changes, and about an hour of small changes each month.
Care Plus$349/month +GST
Everything in Care, about three hours of changes, proactive monitoring of your automations, and a monthly report and check-in.
Fixed-price extras
Extra page$200
Extra automation$750
Extra system connection$1,500
or quoted if the system has no standard way to connect
Page content written for you$150 per page
Prices exclude GST.
Good to know
- Prices are fixed, in AUD and exclude GST. Anything beyond a package’s limits is a fixed-price extra, agreed before we start.
- An automation is one task that runs by itself, such as a follow-up reminder or a weekly report.
- Essentials and Growth: 50% to start and 50% at launch. Custom: 40% to start, 40% at an agreed midpoint and 20% at launch. Invoices are due within 7 days.
- The first 3 months of Care are included. After that it’s month to month, and you can cancel with 30 days’ notice. Growth and Custom need Care while we run your automations; if you stop, we hand everything over with documentation.
- Third-party costs (for example e-signing, practice-software add-ons, SMS costs or AI usage) are passed on at cost and listed in your quote before you commit.
Not sure yet?
Start with a Practice Tech Check $490 +GST
We review how your practice handles new clients, documents, reminders and reporting, and give you a written list of quick wins with costs. The fee is credited if you go ahead with a package within 30 days.
HOW IT WORKS
Simple to start, low risk
No long sales process and no commitment until you’ve seen a fixed price.
Free 20-minute call
Talk it through with us directly. No salespeople, no obligation.
Fixed quote
The full price up front. Nothing to pay until you accept.
Set up around your software
Built, tested with your team and handed over.
Looked after
Hosting, updates and monitoring, and help when you need a change.
Free 20-minute call
Talk it through with us directly. No salespeople, no obligation.
Fixed quote
The full price up front. Nothing to pay until you accept.
Set up around your software
Built, tested with your team and handed over.
Looked after
Hosting, updates and monitoring, and help when you need a change.
We look after the tech. Your team focuses on client work.
Our promise: If what we deliver doesn’t match the agreed quote, tell us within 30 days of launch and we’ll fix it at our cost.
QUESTIONS
Common questions
Do we have to change our practice or accounting software?
No. We work with the systems you already use wherever they allow it, and fill the gaps around them.
How much will it really cost?
The price is fixed, and your quote lists everything: the package, any extras and any third-party costs. For example, Growth is $8,900 +GST with the first 3 months of Care included, then $149/month. You can cancel Care with 30 days’ notice.
How do you handle client data?
Client information stays in systems your practice controls wherever possible, access is limited to what the work needs, and we agree in writing how data is handled before any work starts.
How long does it take?
Essentials usually takes 2 to 4 weeks and Growth 4 to 8 weeks. We can time the work around your busy periods. Your quote includes a timeline.
What if it isn’t right?
If what we deliver doesn’t match the agreed quote, tell us within 30 days of launch and we’ll fix it at our cost.
What happens after I get in touch?
We reply within one business day to book a free 20-minute call, then send a fixed quote. Nothing is charged until you accept the quote and pay the deposit.
FREE TOOL
Docbench by Akinary: tax time checklists in minutes
Pick the client type and situations, such as rental property, shares or crypto, and get a document checklist in your branding: a PDF and email text, ready to send. Free for accountants, with no AI.
Try Docbench free- Your logo and brand colour on every checklist
- Individuals, sole traders, partnerships, companies and trusts
- Based on current ATO guidance, and every item is editable
GET IN TOUCH
Book a free 20‑minute call
Tell us a little about your practice and what takes up your team’s time. We’ll reply within one business day to find a time that suits you.
Prefer email? support@akinary.com.au