Clients & jobs
Every client and job, with due dates and workloads.
Practice management for Australian accountants
Run your whole practice. In one place.
Clients, jobs, billing, documents and AML/CTF compliance. All together, and simple to use.
- Built in Australia
- Client data stored in Australia
- MFA on every login
Built around Australian obligations
- AML/CTF Act 2006
- Privacy Act 1988
- ASIC
- ATO
Why Account Suite 360
Everything connected. Nothing typed twice.
- Update onceChange a client's details and it's updated everywhere.
- See the full pictureCompanies, trusts, SMSFs and their people, all linked.
- Every change recordedKnow who did what, and when.
Features
Everything your practice needs.
Time & billing
From timesheet to invoice, without double-billing.
Documents & e-signature
Store, share and get documents signed.
Client portal
A secure place for clients to send you files.
Engagement letters
Branded letters, tracked from draft to signed.
Client emails from your own templates.
Ledger & reporting
Reports linked to your clients and jobs.
AML/CTF & ID checks
ID checks, screening and due diligence, built in.
Coming soon
Business registration
Set up companies, trusts and SMSFs.
ASIC compliance
Annual reviews and company changes.
AML/CTF Tranche 2
AML/CTF compliance, made simple.
From 1 July 2026, many accounting practices take on AML/CTF obligations. Work through each client in four clear steps.
You stay in control.
Your practice remains the reporting entity and is responsible for its AML/CTF program. We give you the tools to run it.
-
Verify
Check ID and screen for PEPs and sanctions.
Companies and trusts get registry checks, not personal ID. -
Ownership
Record who owns and controls each entity.
-
Risk
Rate each client's risk from the answers on file.
-
Due diligence
Guided steps to a signed-off file.
Staff review first
Possible matches go to your team before anything is escalated.
Ongoing monitoring
Keep screening clients over time.
Audit-ready
Every check and decision kept on file.
Security
Your clients' data, protected.
On by default for every practice.
Stored in Australia
Client records and documents are kept in Australia.
Staff permissions
Choose what each team member can see and do.
Multi-factor sign-in
Every staff login needs an authenticator app.
Activity log
See who changed or opened sensitive data.
Malware scanning
Client uploads are scanned before anyone opens them.
Encrypted in transit
Every connection uses HTTPS.
Getting started
Up and running in three steps.
Request access
Tell us about your practice. We reply within one business day.
Set up
Add your team and import your clients.
Get to work
Run jobs, billing and compliance in one place.
FAQ
Common questions.
Does AML/CTF Tranche 2 apply to my practice?
From 1 July 2026, accountants who provide certain services, such as setting up companies or trusts or handling client money, become reporting entities. Check with AUSTRAC or your adviser.
How do ID checks work?
Your client photographs their passport or driver licence and takes a selfie. We check the document for tampering and confirm a live person matches it.
Is my clients' data stored in Australia?
Yes. Client records and documents are stored in Australia. A few services, such as email delivery, work overseas. Our Privacy Policy lists them.
Does it make my practice compliant?
It gives you the tools. Your practice is still responsible for its AML/CTF program and its reporting to AUSTRAC.
Who is behind Account Suite 360?
Digital Biz Systems Pty Ltd (ABN 33 700 675 850), an Australian company.
Still have a question?We're happy to help.
Accepting new practices
Ready to simplify your practice?
Tell us about your practice. No commitment.