For accountants + bookkeepers
Compliance work that runs itself — from lodgement to invoice.
Every job — tax return, BAS, payroll, bookkeeping — tracked from information request to lodgement, with a client portal that replaces the email back-and-forth.
No credit card · cancel anytime · imports from your Excel sheet on day one
Job #2026-118 · Company tax return
Cole Consulting Pty Ltd
- Period
- FY2026
- Stage
- In review
- Lodgement due
- In 9 days
- Software
- Xero
- Fee
- $880
Right now
- ✕Chasing clients for receipts and bank statements over email
- ✕Lodgement deadlines tracked in someone's head or a paper diary
- ✕Client sign-off buried three replies deep in an email thread
- ✕Invoicing reconciled by hand against whatever software each client uses
With Caseflow
- ✓A secure portal where clients upload documents directly to the job
- ✓Every lodgement deadline on the calendar, with reminders before it's due
- ✓A one-click client-approval request with a clear, timestamped audit trail
- ✓Invoice raised from the job and synced to Xero, MYOB, or QuickBooks
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
Compliance job pipeline
Information requested → in progress → review → client approval → lodged → invoiced. One workflow for every job type you run.
Entity-aware client profiles
Individual, sole trader, company, partnership, trust, or SMSF — plus the software they already use (Xero, MYOB, QuickBooks, Reckon).
Lodgement deadlines on the calendar
Every job carries a lodgement due date, visible on the dashboard with reminders — nothing missed at quarter-end.
Client portal for document collection
Source records, bank statements, prior-year returns, and signed lodgement authority — all uploaded straight to the job.
Client-approval step before lodging
Send the prepared return or statement for client sign-off with one click. The job only moves to "lodged" once they've approved it.
Fixed-fee quoting to invoicing
Quote the job, invoice on completion, and sync straight through to Xero, MYOB, or QuickBooks — no re-keying numbers.
How it works
Step 1
Request + collect
Client details captured via your enquiry form, document requests sent, records collected through the portal.
Step 2
Prepare + review
Job prepared, moved into internal review, ready for a second set of eyes before it goes to the client.
Step 3
Approve, lodge + invoice
Client approves, you lodge, and the invoice goes out — synced straight to your accounting software.
Frequently asked
Do you support fixed-fee billing? ▾
Yes — quote a fixed fee up front on the job, then invoice it directly on completion, no separate billing system required.
Which accounting software do you integrate with? ▾
Xero, MYOB, QuickBooks and Reckon are all tracked as client software preferences, and invoices sync through to Xero.
Can clients upload documents without a login? ▾
Yes — clients get a secure magic-link portal, no password required, to upload receipts, statements, and signed authorities.
Can I track lodgement deadlines across my whole client base? ▾
Every job carries its own lodgement due date, and the dashboard surfaces what's overdue, due soon, and upcoming across every client.
Sized for solo practitioners and small compliance teams.
Start free. Import your existing client list in 5 minutes. Cancel anytime.