Micro
Up to 5 active engagements
Free
Sign up for freeEngage & Get Paid
Signed, paid and in QuickBooks — without chasing anyone.
Send a proposal your client actually enjoys reading. They sign, leave a card or bank account, and Stripe collects on the schedule you agreed. Every invoice lands in QuickBooks Online against the right income account.
- Free for up to 5 active engagements
- Cancel anytime
- Built by Lodgeit, trusted by Australian accountants since 2010
go.lodgeit.net.au
Proposal from
Harbour & Co Accountants
Individual tax return 2026
Return, capital gains and rental schedule
Individual Tax Return
Billed on completion
Capital Gains Calculations
Billed on signing
Rental Schedule
Billed on completion
Total$430.00
Visa ending 4242
Debited automatically as each item falls due
Accept & sign
Invoice paid · $200.00
Posted to QuickBooks
The work nobody bills for happens before and after the job.
Engagement letters in one tool, invoices in another, payments chased by email. ClientRelay joins them into one flow, so the admin runs itself.
Chasing signatures
BeforeEngagement letters sit unsigned in inboxes while work starts anyway, with no agreed scope to fall back on.
Chasing fees
AfterThe return is lodged, the invoice goes out, and payment becomes another reminder on someone’s to-do list.
Re-keying everything
In betweenFees typed into the engagement, again into the invoice, again into the books. Every copy is a chance to get it wrong.
From proposal to paid in four steps
- 01
Build
Pick services from your catalogue — each carries its price, scope and QuickBooks income account. Use bundles, or start from a template like “Company Annual Package”.
- 02
Sign
Your client opens it from an email sent from your own address, reviews services, scope and terms on any device, and signs. Multiple signatories are tracked for you.
- 03
Collect
At signing they authorise a card or bank direct debit. Stripe collects each amount when it falls due — or choose invoice-only for clients who’d rather pay manually.
- 04
Reconcile
Invoices are generated in QuickBooks Online, coded to the right income account with GST applied. The signed contract stays as your source of truth.
Payment schedules
Bill the way the engagement actually runs.
Set timing per service line, or bill everything together on one schedule. A year of bookkeeping and tax becomes twelve predictable monthly debits — set up once, at signing.
Monthly retainer? Hide the total contract value and show just the monthly amount.
- On signing — upfront fees and deposits
- On completion — charged when you mark the work done
- Two payments — split between start and finish
- Instalments — weekly, fortnightly, monthly or yearly
go.lodgeit.net.au
Annual Services 2026/27
Bookkeeping, BAS and tax returns · 12 monthly instalments
Direct debitJul
Paid
Aug
Paid
Sep
Paid
Oct
Due
Nov
Upcoming
Dec
Upcoming
Jan
Upcoming
Feb
Upcoming
Mar
Upcoming
Apr
Upcoming
May
Upcoming
Jun
Upcoming
Each payment invoiced in QuickBooks Online
Failed debit? Retry it from ClientRelay
Built for accounting clients
One proposal for the whole family group.
Your clients aren’t one entity — they’re a trust, a company, a super fund and the people behind them. Put every entity’s services on one proposal, get one signature, and bill each line to the right entity.
- Individuals, companies, trusts, partnerships and super funds
- Clients and groups imported from Lodgeit or QuickBooks Online
- Renew next year in one click — duplicate, adjust fees, send
go.lodgeit.net.au
Whitaker Group — Annual Services
One proposal · 3 entities
Financial statements & company tax return
Billed to Whitaker Holdings Pty Ltd
Trust tax return & distribution minutes
Billed to Whitaker Family Trust
Individual tax return
Billed to Sam Whitaker
Signed once by Sam · each entity invoiced separately in QuickBooks
Clear scope protects you. Write it once, use it on every client.
Every service links to a shared scope that spells out what’s included, what isn’t, and what the client is responsible for. Engagement letters assemble themselves, with the client’s details filled in.
Aligned to APES 305
Templates for once-off and ongoing engagements, written to the professional standard for terms of engagement.
In scope, out of scope
ATO audits, amendments and advisory spelled out as separate work — so scope creep becomes a new proposal, not a write-off.
Variations, signed
When the job changes mid-year, send a contract variation and get it signed the same way.
Current obligations covered
Sections for client identification and AML, privacy, outsourced services and your use of AI — ready to adapt.
The follow-up happens without you.
Sent from your own email
Connect Microsoft 365 or Google and clients see your name and address, not a no-reply.
Automatic reminders
Unsigned proposals are nudged every 1–7 days, up to five times. You choose the rhythm.
Told when it matters
Partially signed, fully signed, invoice paid, direct debit failed — the right team member hears about it.
Cash flow in real time
Upcoming, invoiced, paid and failed — updated automatically as debits clear and invoices are paid.
GST, terms and fees, set once
Defaults for GST and payment terms, and the option to add card or direct debit fees as a line item.
A full audit trail
Every send, signature, edit and payment is logged — by your team and by your clients.
Connected end to end
Clients come in from Lodgeit. Money comes in through Stripe. The books land in QuickBooks Online.
Lodgeit
ClientsImport clients, contacts and groups in one step.
Stripe
PaymentsCard and Australian bank direct debit, collected on schedule.
QuickBooks Online
BooksInvoices generated and coded to your income accounts.
Draft proposals with Claude
AIConnect Claude or another AI assistant and ask it to prepare next year’s renewals. It drafts — nothing reaches a client until you press send.
Simple Pricing
Priced by active engagements. Every plan includes unlimited users and unlimited questionnaires.
Small
Up to 20 active engagements
$9.95
/month
Sign up for freeMedium
Most popularUp to 50 active engagements
$19.95
/month
Sign up for freeLarge
Up to 200 active engagements
$49.95
/month
Sign up for freeUltra
Unlimited active engagements
$99.95
/month
Sign up for freeAn active engagement is a proposal that’s offered, signed or in progress. Stripe processing fees are charged separately.
Do I need QuickBooks Online?
Invoices are generated through QuickBooks Online today. You can also run proposals invoice-only and bill from elsewhere, and API access for other invoicing software is on the way.
Can I bring my Lodgeit clients across?
Yes. Import your Lodgeit clients, with their contacts and groups, and start sending proposals straight away. QuickBooks Online clients can be imported too.
Who pays the Stripe fees?
You decide. Absorb them, or add card and direct debit fees to the invoice as a line item.
What happens if a direct debit fails?
The assigned team member is emailed, the invoice shows as failed, and you can retry the debit from within ClientRelay.
What counts as an active engagement?
A proposal that has been offered, signed or is in progress. Drafts and completed engagements don’t count towards your plan.
Stop chasing. Start getting paid.
Import your Lodgeit clients, pick a template, and send your first proposal today. Free for up to 5 active engagements.