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Accounting / Legal / Consulting

Complex client engagements need software that can keep up.

Software for accounting firms, law firms, management consultancies, and professional services organisations.

The Operational Reality

Professional services firms manage complex, multi-stage client engagements across multiple team members, with document-heavy workflows, time tracking requirements, and — from 1 July 2026 — AML/CTF reporting obligations for accountants and lawyers.

Accountants and lawyers become AUSTRAC reporting entities from 1 July 2026 — requiring AML/CTF programs, KYC/CDD obligations, and Suspicious Matter Reporting.

Client engagement management spans from initial scoping through to final delivery — generating dozens of documents, time entries, and approval checkpoints that need to be tracked.

Professional indemnity obligations require clear records of advice given, scope agreed, and decisions made throughout an engagement.

Document management for professional services firms must support version control, client approval workflows, and secure exchange with clients.

What We Build

Systems engineered for Professional Services.

Practice management platforms

Client management, matter tracking, time recording, invoicing, and trust accounting — built for the way professional services firms actually operate.

AML/CTF compliance systems

KYC/CDD verification, AML/CTF program management, and SMR workflows for professional services firms regulated under Tranche 2.

Client portal platforms

Secure document exchange, approval workflows, progress visibility, and communication records — purpose-built for client relationships.

Project management systems

Multi-stage engagement tracking, team capacity management, milestone visibility, and budget management for complex client projects.

Document and knowledge management

Version-controlled document libraries, template systems, precedent management, and secure search.

Building software for Professional Services?

Tell us what you need. We'll tell you how we'd build it.

Get in touch