Micro
Up to 5 active engagements
Free
Get Started- Unlimited users
- Forms - UNLIMITED - FREE TO USE.
- Onboarding flows - UNLIMITED - Pay per verification function
Engagement tools
Onboard With Ease! Automate Bookkeeping! Streamline Proposals! Simplify Information Collection! Introducing Built by trusted by thousands of Australian Accountants since 2010.
FY2026 lodgements
New returnLodged
1,284
In progress
312
Refunds
$2.4m
Pain points
“Sound familiar? You’re not alone. And there’s a better way.”
Back-and-forth emails for documents, signatures, and payments. Clients forget. You waste time following up.
Copy-pasting engagement letters, tracking signatories, sending separate invoices. Every new client = hours of admin.
Work completed weeks ago. Invoice sent. Checking accounts, still waiting, emailing reminders. Cash flow suffers.
Complete client lifecycle
ClientRelay is your complete client engagement suite built by designed specifically for Australian accounting firms.
Onboard new clients with ease. Let them set up their legal entities and provide relevant documents.
Write professional proposals in minutes. Use service and agreement templates, setup automated billing.
Digital Signature to confirm agreement, proposal and information submitted
Provide comprehensive briefings and collect all necessary information, including documents. All data is stored in the CRM for easy access.
Invoice only or require a direct debit authority for full automation. Set up billing in various ways including instalments.
Your accounting software is synchronised with client records, invoices and payments. Import client groups from Lodgeit.
Built for Australian accountants
“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. ClientRelay is the direct response to many feature requests by our existing clients. “
– Andrew Noble, CEO
FY2026 lodgements
New returnLodged
1,284
In progress
312
Refunds
$2.4m
ClientRelay Playlist









Resources
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.
Learn moreFeatures Comparison
Learn morePricing Comparison
Learn moreAutomation Comparison
Learn moreCompliance Comparison
Learn moreJoin 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.
Learn moreWant 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.
Learn moreHelm command workflow, coming to Lodgeit.
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
Control Centre, Workflows, Proposals, Forms, Invoices, (KYC/AML), Services and Financials.
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.
Dashboard
3Proposals
38
Revenue
$70.7k
Active clients
47
Notifications
Contract signed
Smith Pty Ltd
Questionnaire submitted
Margaux Garcia
Payment received · $1,250
Harbour Coffee
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.
Workflow · Nguyen Family Trust
Annual services FY2027
Onboarding
Welcome email sent
Proposal
Accepted 3 Oct
Questionnaire
Waiting for client
Contract
Digital signature
Invoice
Direct debit via Stripe
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.
Profit & loss · FY2026
SPFRCreate, 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
Proposals
Add proposalFinancials & tax returns
Harbour Coffee
ASIC annual review
Summit SMSF
Annual services FY2027
Nguyen Family Trust
Activity statements
Baker & Co
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.
Invoices
Harbour Coffee
Annual services · Due 21 Oct
Nguyen Family Trust
Tax & accounting · Due 24 Oct
Summit SMSF
SMSF audit · Due 28 Oct
Baker & Co
Activity statements · Due 31 Oct
Verify clients & client entities in one go. AML & KYC Checks Controls - ensure your system never puts you at risk.
Learn MoreQuestions 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.
Questionnaire · due 14 Aug 2026
Olivia Chen – Individual tax return FY2026
Work-related deductions
Super contributions
Supporting documents
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.
Service · Accounting
Activity statement – quarterly
Includes
Price
$450
Scope
BAS scope
Payment option
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.
Cashflow · FY2027
Upcoming
$18,400
Invoiced
$42,960
Paid
$36,215
Simple Pricing
Up to 5 active engagements
Free
Get StartedUp to 20 active engagements
$9.95
/month
Get StartedUp to 50 active engagements
$19.95
/month
Get StartedUp to 200 active engagements
$49.95
/month
Get StartedUnlimited active engagements
$99.95
/month
Get StartedActive Clients: means any proposal with status - offered, signed, progressing. For Stripe fees, see: stripe.com/au/pricing