Stop Chasing Clients
Introducing 
Built by 
trusted by thousands of Australian Accountants since 2010.
Cancel anytime, no risk!
Absolutely free on up to 5 concurrent active client deals.
Are you loosing hours of frustration a week on:
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.
“Sound familiar? You’re not alone. And there’s a better way.”
Handles
the entire client lifecycle. Automatically.
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
Questionnaire
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.
Client Relay is your complete client engagement suite built by 
designed specifically for Australian accounting firms.
“We have been serving Australian Accountants for 15+ years. We understand compliance, legal entities and your unique challenges running a small to medium accounting firm. Client Relay is the direct response to many feature requests by our existing clients. “
– Andrew Noble, CEO
You got nothing to loose and everything to gain.
Compare LodgeIT Against Leading AML Solutions
Explore a detailed comparison of LodgeIT and other leading AML/KYC compliance solutions for accounting firms. Compare features, pricing, automation, and compliance capabilities to make a confident, informed decision.
Features Comparison
Pricing Comparison
Automation Comparison
Compliance Comparison
Upcoming Webinars
Join one of our upcoming webinars for a live, hands-on tour of LodgeIT—plus a chance to get all your questions answered in real time.
One on One Meeting
Want tailored advice specific to you and a chance to share your thoughts? Book a 30-minute one-on-one session with us—just click below.
Don't take our Word for it...
Here’s a few of the many other businesses that trust us to deliver.
The LodgeIT Ecosystem
Helm command workflow, coming to LodgeiT.
Modules
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
Dashboard
Maintain an overview of all pipeline activities and key financials.
Workflows
Fully automated digital deal flow. Don’t spent hours, spent 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.
Get paid, fast!
Client Relay’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
Client Relay 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 Client Relay. For manual payments, marking an invoice as paid in your accounting system also marks it as paid in Client Relay.
Fee pass-through
You can include credit card and direct debit fees on your invoices as line items.
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.
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
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 organized 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 centralized dashboard. Support direct debit billing while reducing manual follow-ups and administrative work, helping your practice improve efficiency and maintain consistent cash flow.
LodgeiT AML & KYC delivered by ClientRelay Management
Verify clients & client entities in one go.
Verify clients & client entities in one go
AML & KYC Checks
Controls - ensure your system never puts you at risk.
Questionnaires
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.
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.
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 Client Relay.
Simple Pricing
Choose the plan that best suits your practice.
Micro
Free
Up to 5 active clients engagements
- Unlimited users
- Questionnaires - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
$9.95/month
Up to 20 active clients engagements
- Unlimited users
- Questionnaires - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
Medium
$19.95/month
Up to 50 active clients engagements
- Unlimited users
- Questionnaires - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
$49.95/month
- Unlimited users
- Questionnaires - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
Ultra
$99.95/month
- Unlimited users
- Questionnaires - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
Active Clients: means any proposal with status - offered, signed, progressing.
