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21 to 50 staff

See every team’s workload before you hire

Past twenty people, the firm usually has separate teams, several managers and a spreadsheet per person. AccountKit puts everyone’s jobs in one overview, so you can see who has room and where the next hire should go.

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AccountKitWorkflowInteractive preview · sample data
Harbour GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingHarbour Group Pty Ltd
MCWork in28 Sep
Engagement renewalHarbour Family Trust
JLWaiting2 Oct
Payroll processingSample Pty Ltd
PKManager review4 Oct
FY26 financial statementsHarbour Group Pty Ltd
MCOpen14 Oct

0 of 4 completedCreate a new view ↗

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

Where it gets stuck

What changes once the firm has teams, not just people.

Each of these costs a few hours a week at ten people. At thirty, it decides whether you can take on new clients.

What fixes it

Workflow

One overview of every person’s jobs, owners, statuses and due dates. Partners see the whole firm, and each team lead saves a custom view of just their people.

AccountKitWorkflowInteractive preview · sample data
Harbour GroupWorkflow
Workflow
AllMy workMy ReviewMy TeamTax WIPBAS WIPTemplates+ New View
WORKFLOW / ALL JOBS

Practice-wide work

4 jobs
Job / clientAssignedStatusDue
Client onboardingHarbour Group Pty Ltd
MCWork in28 Sep
Engagement renewalHarbour Family Trust
JLWaiting2 Oct
Payroll processingSample Pty Ltd
PKManager review4 Oct
FY26 financial statementsHarbour Group Pty Ltd
MCOpen14 Oct

0 of 4 completedCreate a new view ↗

Illustrative AccountKit-style view · sample data

Interactive demonstration with sample data, based on the AccountKit interface.

See workflow

Where to start

A starting stack for a firm that runs in teams.

Start with the client list from Xero Practice Manager and roll it out one team at a time.

  1. Two colleagues reviewing team workload together

    01Workflow

    One overview, a view for every team.

    Status flows, work types, recurring templates and custom views, with a daily plan for each person built from the same jobs.

    See workflow
  2. An accountant working securely with client records

    02Permissions

    Access that follows each person’s role.

    Advanced user permissions on the Practice plan, plus guest access limited to specific clients for contractors and offshore staff.

    See which plan includes it
  3. A team reviewing financial reports around a table

    03Compliance tools

    The same schedules, run the same way by every team.

    Inter-entity loans, Division 7A and equipment finance keep their data between years and post matching journals to Xero.

    See the tools
Alycia Stanton, Wheelhouse Advisory
Wheelhouse Advisory · Around 25 staff and growing, split into advisory and compliance teams

A firm of around 25 across two teams

Wheelhouse Advisory turned firm-wide visibility into more hires and higher fees.

“It has just done a whole 360 on our whole entire firm. Everyone loved the overview of not just their own workflow, but everyone in the firm.”

Alycia Stanton, Client Services Manager, Wheelhouse Advisory
more staff hired, using the workflow overview to see where
3–4
months since workflow moved into AccountKit
18
people working from one overview across two teams
~25
Read the Wheelhouse Advisory story

Plan fit

Firms with teams start on the Practice plan.

It’s the plan with the full workflow tool and advanced permissions, and it includes everything in Compliance and Professional.

Usually the right planPractice

  • Advanced user permissions
  • The full workflow tool, with templates and repeating tasks
  • Knowledge Centre
  • Email integration, e-sign automations and advanced DMS
  • 140 accounting connections, with five users included

Additional users, guest access and extra connection packs are priced per month on the pricing page.

Compare all three plans

The heart of your firm

Put one team on it this month, then the rest of the firm.

Start a trial with a single team’s clients, or book a demo to walk through workflow, permissions and onboarding with us.

Start free trialBook a demo

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.