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Engagement tools

Stop Chasing Clients Get Paid Faster!

Onboard With Ease! Automate Bookkeeping! Streamline Proposals! Simplify Information Collection! Introducing Built by trusted by thousands of Australian Accountants since 2010.

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  • Absolutely free on up to 5 concurrent active client deals.
go.lodgeit.net.au

FY2026 lodgements

New return

Lodged

1,284

In progress

Refunds

$2.4m

HCHarbour Coffee Pty LtdLodged
NFNguyen Family TrustReady
B&Baker & Co PartnershipIn review
SSSummit SMSFPrefill

Pain points

Are you losing hours a week to:

“Sound familiar? You’re not alone. And there’s a better way.”

Client Ping Pong

Back-and-forth emails for documents, signatures, and payments. Clients forget. You waste time following up.

Tedious Proposals

Copy-pasting engagement letters, tracking signatories, sending separate invoices. Every new client = hours of admin.

Chasing the money

Work completed weeks ago. Invoice sent. Checking accounts, still waiting, emailing reminders. Cash flow suffers.

Complete client lifecycle

Handles the entire client lifecycle. Automatically.

ClientRelay is your complete client engagement suite built by designed specifically for Australian accounting firms.

Onboard

Onboard new clients with ease. Let them set up their legal entities and provide relevant documents.

Propose

Write professional proposals in minutes. Use service and agreement templates, setup automated billing.

Sign

Digital Signature to confirm agreement, proposal and information submitted

Forms

Provide comprehensive briefings and collect all necessary information, including documents. All data is stored in the CRM for easy access.

Get Paid

Invoice only or require a direct debit authority for full automation. Set up billing in various ways including instalments.

Auto Admin

Your accounting software is synchronised with client records, invoices and payments. Import client groups from Lodgeit.

Built for Australian accountants

We understand compliance, legal entities and your unique challenges

go.lodgeit.net.au

FY2026 lodgements

New return

Lodged

1,284

In progress

Refunds

$2.4m

HCHarbour Coffee Pty LtdLodged
NFNguyen Family TrustReady
B&Baker & Co PartnershipIn review
SSSummit SMSFPrefill

ClientRelay Playlist

See ClientRelay in action

Using Claude with ClientRelayUsing Claude to control the production of engagements via Lodgeit ClientRelay.
Connect Claude to ClientRelayHow to connect Claude to your ClientRelay account.
Conditional logic - FormsThe basics of conditional logic.
FormsHow to use forms.
Engagement ProposalHow to work with engagement proposals that include automated QBO accounting.
Import Clients via QuickBooks OnlineIf you want to send engagements or forms, you’ll want to import your clients. To do this, import via QBOA or QBO.
ClientRelay OverviewA quick overview of the platform.
WorkflowsThe basics of configuring automated workflows, depending on whether you prefer to onboard first and then send a proposal, or follow another pattern.
KYC - AMLDemonstrating a set of KYC/AML flows.

Don't take our Word for it...

Here’s a few of the many other businesses that trust us to deliver.

“Before Lodgeit I’d waste hours manually entering data into returns.”

“Lodgeit enters all the prefill information into all the right labels for me plus works seamlessly with QuickBooks, Xero and all versions of MYOB so now I can make a decent profit doing compliance because it’s accurate and efficient. You can tell it was written by a real tax agent and not just another software company. If you’re thinking there has to be a better way, there is. Try Lodgeit, I promise you’ll be pleasantly surprised – I was.”

“We used to have a disjointed, multi-step manual process that was extremely time consuming.”

“Lodgeit provides an end to end automation solution freeing us up from manual regurgitation of data and allowing far more time to add value to our clients. If you don’t have anything better to do than regurgitate what your client has already done, you’ll soon be redundant.”

Modules

Your Control Centre

Control Centre, Workflows, Proposals, Forms, Invoices, (KYC/AML), Services and Financials.

  1. 01

    Your Control Centre

    Notifications The Dashboard’s notification centre keeps you informed about system activities, including contract signings, client submissions, received payments, and more. Profile Set-up for your business, manage different aspects of their account. Dashboard Maintain an overview of all pipeline activities and key financials.

    go.lodgeit.net.au

    Dashboard

    3

    Proposals

    38

    Revenue

    $70.7k

    Active clients

    47

    Notifications

    Contract signed

    Smith Pty Ltd

    2m

    Questionnaire submitted

    Margaux Garcia

    1h

    Payment received · $1,250

    Harbour Coffee

    3h
  2. 02

    Workflows

    Fully automated digital deal flow. Don’t spend hours. Spend minutes. Templates Use templates for services, engagement letters, and emails to save time. Proposal Quickly create proposals from templates, adjust them, and send them in minutes, not hours. Billing Invoice only or collect direct debits via Stripe. Set up instalments, deposits, bill on completion, and more. Contract Digitally signed contracts, stored as the unchangeable source of truth. Bookkeeping Accounting software automatically updates client records, invoices, and payments.

    go.lodgeit.net.au

    Workflow · Nguyen Family Trust

    Annual services FY2027

    2 / 5

    Onboarding

    Welcome email sent

    Proposal

    Accepted 3 Oct

    3

    Questionnaire

    Waiting for client

    Auto
    4

    Contract

    Digital signature

    Auto
    5

    Invoice

    Direct debit via Stripe

    Auto
  3. 03

    Get paid, fast!

    ClientRelay’s sophisticated, versatile, and easy-to-use billing system suggests a default billing setup for all included services when you write a proposal. You can also bill services individually. Direct debit payments Send invoices only, or require a direct debit authority from your clients. The invoices will be sent and billed according to the billing schedule. Automated invoicing ClientRelay uses your accounting software to generate invoices and emails them to clients. When an invoice is paid via direct debit, it’s automatically marked as paid in both your accounting system and ClientRelay. For manual payments, marking an invoice as paid in your accounting system also marks it as paid in ClientRelay. Flexible billing terms Our billing engine is state-of-the-art, offering a wide range of options. Billing can be configured to bundle services or set terms for each service. Choose between a single payment, two payments, or instalments. Invoices can be triggered on contract signing or work completion, with optional delays for greater control. The cost breakdown (contract value) can be hidden, showing only the billing schedule — ideal for monthly retainers.

    go.lodgeit.net.au

    Profit & loss · FY2026

    SPFR
    Revenue$1,482,390
    Expenses$1,160,273
    Net profit$322,117
  4. 04

    Professional Proposal Management

    Create, manage, and track client proposals from a single workspace. Create proposals in minutes Track proposal progress from draft to completion Monitor signed and pending proposals Manage all client engagements in one place Keep proposal history organised and searchable

    go.lodgeit.net.au

    Proposals

    Add proposal
    All64Draft18Signed4Completed32

    Financials & tax returns

    Harbour Coffee

    $4,850Progressing

    ASIC annual review

    Summit SMSF

    $275Offered

    Annual services FY2027

    Nguyen Family Trust

    $5,114Signed

    Activity statements

    Baker & Co

    $1,800Completed
  5. 05

    Invoices

    Monitoring Upcoming, Invoiced, and Paid Items Simplify invoicing and payment collection with powerful tracking tools. Monitor invoice status, manage direct debit billing, view payment progress, and keep all billing activities organised in one place to reduce administration and improve cash flow management. Generate invoices automatically, monitor payment statuses in real time, and keep track of both upcoming and paid invoices from a centralised dashboard. Support direct debit billing while reducing manual follow-ups and administrative work, helping your practice improve efficiency and maintain consistent cash flow.

    go.lodgeit.net.au

    Invoices

    Upcoming37Invoiced8Paid126

    Harbour Coffee

    Annual services · Due 21 Oct

    $1,265Direct debit

    Nguyen Family Trust

    Tax & accounting · Due 24 Oct

    $2,480Direct debit

    Summit SMSF

    SMSF audit · Due 28 Oct

    $990Direct debit

    Baker & Co

    Activity statements · Due 31 Oct

    $450Manual
    Payment status synced in real time
  6. 06

    Lodgeit AML & KYC delivered by ClientRelay Management

    Verify clients & client entities in one go. AML & KYC Checks Controls - ensure your system never puts you at risk.

    Learn More
    go.lodgeit.net.au
    ISO/IEC 27001 certifiedIndependently audited ISMS
    Hosted in AustraliaAWS Sydney region
    Bank-level encryptionTLS in transit · AES-256 at rest
    Automatic backupsContinuous, while you work
  7. 07

    Forms

    Questions and document collection Collect data with ease No more client ping pong to get everything you need for a job. Our comprehensive Questions tool streamlines and automates the process for you. Notifications Set a due date for a Questions and send notifications if it’s late. Full set of data types Supported data field types are: Text, Number, Email, Phone, Address, date, date range, rich text, Instruction fields (rich text), tick boxes, select one, toggle info, toggle sections, file upload, data tables and digital signatures. Templates Setup Questions templates for repetitive client briefings. All in one place All Questions and documents are stored as part of the client record for easy acces Conditional logic To show sub-forms or jump to another part of a Questions depending on the users input.

    go.lodgeit.net.au

    Questionnaire · due 14 Aug 2026

    Olivia Chen – Individual tax return FY2026

    In progress
    Progress3 / 6

    Work-related deductions

    Tools and equipment
    Clothes worn at work
    Working from home
    Motor vehicle – cents per km

    Super contributions

    Personal contributions

    Supporting documents

    2 files attached
    Reminder sent to olivia.chen@email.com
  8. 08

    Services

    Setup services once, reuse many times. Service structure Store all client data, including briefings, uploaded documents, and contracts, in a single location for easy access. You can also manually upload documents received via email to maintain organisation. Service bundles Services can be bundled into bundles with their own pricing and billing. Service scope Often services, such as different types of tax returns, may share a service scope. These can be set up as templates and linked to services. The scope can then be included in the engagement letter automatically. Publish services Select to display services on your clients’ portal, enabling them to book without the need to submit a proposal. Disable billing For services without a fixed cost, like hourly billing, disable billing. Proposals will include the service and hourly cost, which will be billed manually once the total is known.

    go.lodgeit.net.au

    Service · Accounting

    Activity statement – quarterly

    Published

    Includes

    • · Review GST classifications
    • · Prepare and send for signing
    • · Lodge with the ATO

    Price

    $450

    Scope

    BAS scope

    Payment option

    Single
    Two payments
    Instalments
    50% deposit on signing, balance in 30 days
  9. 09

    Financials

    Keep track of what’s upcoming, invoiced and paid Track cashflow This provides a real-time view of your cash flow. Direct debit payments and invoices marked as paid in your accounting package are automatically updated for full transparency. Failed direct debits See if a direct debits have failed. Once your client has rectified the issue, you can trigger the direct debit again from inside ClientRelay.

    go.lodgeit.net.au

    Cashflow · FY2027

    Upcoming

    $18,400

    Invoiced

    $42,960

    Paid

    $36,215

    InvoicedPaid
    Apr
    May
    Jun
    Jul
    Aug
    Sep
    Direct debit failed · Harbour Coffee · $1,250Retry

Simple Pricing

Choose the plan that best suits your practice.

Micro

Up to 5 active engagements

Free

Get Started
  • Unlimited users
  • Forms - UNLIMITED - FREE TO USE.
  • Onboarding flows - UNLIMITED - Pay per verification function

Small

Up to 20 active engagements

$9.95

/month

Get Started
  • Unlimited users
  • Forms - UNLIMITED - FREE TO USE.
  • Onboarding flows - UNLIMITED - Pay per verification function

Medium

Most Popular

Up to 50 active engagements

$19.95

/month

Get Started
  • Unlimited users
  • Forms - UNLIMITED - FREE TO USE.
  • Onboarding flows - UNLIMITED - Pay per verification function

Large

Up to 200 active engagements

$49.95

/month

Get Started
  • Unlimited users
  • Forms - UNLIMITED - FREE TO USE.
  • Onboarding flows - UNLIMITED - Pay per verification function

Ultra

Unlimited active engagements

$99.95

/month

Get Started
  • Unlimited users
  • Forms - UNLIMITED - FREE TO USE.
  • Onboarding flows - UNLIMITED - Pay per verification function

Active Clients: means any proposal with status - offered, signed, progressing. For Stripe fees, see: stripe.com/au/pricing

Stop Chasing Clients

You’ve got nothing to lose and everything to gain.

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