Pre-release access

The AI operating platform foraccounting firms that want control ofthe client relationship.

One connected platform for your firm, your team and your clients. AI inside the work, not bolted onto a broken workflow. From lead to proposal, onboarding, job, review, billing and collection. Use it under the Sole brand, or under your own.

Limited cohort - small number of firms25% off first yearSupported setupAUBuilt for Australian firms
app.soleapp.com.au/practice/dashboardSecure
Practice dashboard for Sole Practice Manager
app.soleapp.com.au/practice/helicopterSecure
Helicopter view for Sole Practice Manager
app.soleapp.com.au/practice/schedulerSecure
Staff scheduler for Sole Practice Manager
app.soleapp.com.au/practice/dashboardSecure
Practice dashboard for Sole Practice Manager
The problem

AI won't fix a broken operating model.

Your firm is already running 8-12 tools. AI bolted on top just makes the mess faster. Delayed work, trapped WIP, overloaded staff, broken follow-up - and a client experience scattered across logins.

01Stack Sprawl

Eight to twelve tools. Zero single view.

CRM here. Workflow there. KYC, scheduling, reporting, proposals, comms - all separate. Your team spends the day stitching truth together instead of doing the work.

8-12 tools & subs
02Margin Pressure

You find out when it is already late.

Jobs drift overdue. Clients go quiet. Reviews stack up. Billing slips. By the time you spot the bottleneck, margin is already gone. More clients does not mean more profit.

31% lower margin
03AI Risk

AI on top of silos is just more silos.

Sole puts AI inside the workflow - not bolted on. It sees what is missing, what is overdue, who is overloaded, and what happens next. One brain, not ten.

AI-first by design
04Client Control

You do not own the client layer.

If clients log in to someone else app, the relationship belongs to them. Firm-owned onboarding, comms, payments and accounting - branded as you.

Your brand, your platform
05Integrations

Plays nicely with what you already run.

Native Xero, MYOB, ASIC, ATO and bank feeds. Keep the ledger you trust - Sole runs the operating layer around it.

XeroMYOBASICATO
End-to-end

The work moves through one connected operating flow.

From lead to proposal. Proposal to onboarding. Onboarding to job. Job to review. Review to billing. Billing to collection.

Product demo - 2 min

See the full platform in two minutes.

Product demo — 2 minutes.

One platform - 13 workflows

Everything your accounting firm needs, in one place

One subscription replaces the patchwork without the patchwork pricing.

Client Management

A CRM for accounting firms that your team will actually use.

Contacts, engagements, documents, communications, and full history in one workspace. Stop hunting across tabs and tools.

2.4xfaster client lookups across the firm
  • 360 client timeline with every touchpoint and document
  • Automated status updates - no more Slack chases
  • NPS collection and client review prompts - automated after key milestones
  • Automated review handling - requests, responses, and follow-ups managed for you
  • Role-based access for partners, seniors, and admin staff
  • Native Xero and MYOB sync - contacts and engagements stay in step
ReplacesKarbonFYI DocsSuitefiles
CRM & Client Portal

CRM & Client Portal

360 client view - every touchpoint, document, and engagement in one place.

Sales & Pipeline

Sales & Pipeline

Opportunity tracking from first enquiry through to signed engagement.

Proposal Automation

Proposal Automation

Branded proposals in minutes - with e-sign, packages, and payment built in.

Pricing

Built to grow with your firm, not trap you in another stack.

Start with the operating foundation, then scale into deeper reporting, client volume, brand control and support as the team grows.

Based on a typical 10-person Australian firm

Today

Your current stack

/ month

  • CRM and comms

    KarbonFYI EliteHubSpot
    $295

  • Onboarding, KYC and e-sign

    IgnitionFuseSignFrankieOne
    $255

  • Tax lodgement and payroll

    BGLLodgeiTKeyPay
    $275

  • Scheduling, tasks, time and bookings

    CalendlyFloatAsanaHarvest
    $340

  • Reporting and insights

    FathomSpotlight
    $130

  • Documents, portal and review

    SuiteFilesDocuSignGoogle Reviews
    $295

  • AI tools and automations

    OpenAIZapier
    $150
Indicative monthly total (for 10 users)$1,740/mo
SoleSPM
All-in-one

One operating platform, with the client layer included.

  • CRM, comms and client portal

    Connected in one workflow

  • Proposals, onboarding, KYC and e-sign

    Connected in one workflow

  • Jobs, tasks, time, billing and collections

    Connected in one workflow

  • Staff scheduling and bookings

    Connected in one workflow

  • Dashboards, reporting and AI insights

    Connected in one workflow

  • Review collection and reputation workflows

    Connected in one workflow

  • White-label client app, payments and finance

    Connected in one workflow

Sole Start - flat fee

$399/mo

Indicative saving

$1,341/mo

Savings calculator

See what your firm could save in 30 seconds.

Drag the sliders. The numbers update live, based on average AU practice tool spend.

115304560+
10200400600800+

Your annual savings

$16,092/year

vs. running your current stack of 10+ separate tools

Current stack

$1,740/mo

With Sole

$399/mo

Pre-release cohort: 25% off Year 1, locked for 3 years.

Grow your firm. We scale with you.

One proposal covers the whole group. Unlimited value.

Start

For sole practitioners and small firms.

$399/month

+ GST - billed monthly

Active clients

Up to 500

  • Unlimited staff seats
  • 50 GB Sole document storage
  • All 13 platform modules
  • Base support included
Most popular

Grow

For growing firms running the whole practice in one place.

$1,199/month

+ GST - billed monthly

Active clients

Up to 2,000

  • Unlimited staff seats
  • 250 GB Sole document storage
  • Priority support
  • Onboarding specialist

Scale

For established multi-partner firms.

$2,399/month

+ GST - billed monthly

Active clients

Up to 5,000

  • Unlimited staff seats
  • 1 TB Sole document storage
  • Dedicated success manager
  • Custom integrations

Included in every plan - no exceptions

Unlimited invoicesAML risk assessmentsAuto-payment reconciliationAutomatic payment collectionStaff allocationsAutomated Google reviewsClient health on dashboardAll 4 practice dashboardsAll 13 platform modulesUnlimited staff seats
Unlimited staff seatsAll 13 platform modulesAll 4 practice dashboardsClient health on dashboardAutomated Google reviewsStaff allocationsAutomatic payment collectionAuto-payment reconciliationAML risk assessmentsUnlimited invoices

Add-ons & Extensions

Stack only what your firm needs on top of any plan. Add it when you need it, drop it any time.

$4

per check

Auto ID verification

Identity checks via Document Verification Service, AUSTRAC face match and ABN lookup.

$24

/month

Storage pack

Add 100 GB of document storage on top of your plan allowance. Australian-region, encrypted at rest.

$79

/month

Additional client block

Add 500 active clients on top of your plan limit - ideal for firms growing between tiers.

$5

/staff/month

Payroll

STP Phase 2 compliant payroll for your clients staff - priced per staff member per month.

1.2%

+ $0.30

Bank direct debit

Collect payments directly from client bank accounts via BECS direct debit.

1.2%

+ $0.20

Credit card

Accept Visa, Mastercard, Google Pay and Apple Pay for client invoices - no monthly gateway fee.

If you want full brand control across the practice platform and the client app, we can configure a branded deployment for your firm.

What this gets you is a tailored practice management software in your branding, your client portal in your brand, and an accounting application you can sell under your brand.

to discuss rollout options and timelines.

Branding pricing

Establishment fee

Once-off. Covers branded deployment configuration, custom domain, login screens, and launch checklist.

$4,999

+ GST

Client app licence

Per user of your branded accounting app. Annual billing, 20% off not applied.

$24.99

+ GST - per user/mo

More than 5,000 clients? Group of practices?

Enterprise - built around your structure

Volume pricing, custom contracts, white-glove migration, and named SLAs.

Positioning

Why Sole sits where firm control and client value meet.

Most platforms solve one layer of the practice. Sole connects the firm operating model with the client experience.

Higher Client Value

Revenue, advisory and retention

Fragmented & siloed
Advisory & Client PlatformSole TerritoryInternal ToolsGrowing Platforms
Sole
TaxDome
Cone
Ignition
Karbon
FYI Elite
Practice Manager
MYOB Practice
Dext
Unified Platform

Lower Client Value

See pricing
Featured customer story
Stephen Burns, CEO and Founder, Accountants Direct
After trialling various practice management options for over a year, SPM is the best and most cost-effective solution on the market. A user-friendly one-stop platform that helps us convert more leads, streamline onboarding, and improve communication.

Stephen Burns

CEO & Founder, Accountants Direct - Gold Coast

Why join us

Six reasons forward-thinking firms are joining the cohort.

Sole sits where firm control and client value meet - pre-release access, supported rollout, and early-adopter rewards locked in for three years.

01

Shape a system that works for you

Tell us the workflows, integrations, and reporting your firm actually runs - we will build them in before launch.

Direct line to product
02

Protect your firm from AI disruption

AI accounting software automation built to strengthen your practice - not replace it. Stay the trusted advisor.

AI-first, advisor-led
03

Clarity and value, locked in

Co-design access, supported migration, and 25% off Year 1 subscription - held for three years on every cohort firm.

3 years pricing held
04

Choose how you brand it

White-label the platform and the end-user accounting app under your brand, or run as Sole - the choice is yours.

Branding add-on - contact us for pricing
05

Be one of the selected firms

400+ firms have registered. Only a limited number will be selected for the supported July rollout cohort.

14 supported slots left
06

Go beyond practice management

Onboarding, compliance, tax lodgement, CRM, payments, and embedded finance - one end-to-end platform built for AU.

BAS - STP - PAYG-ready
Pre-release access

Selected access, supported implementation.

We are not opening pre-release access as a self-serve software switch. We are working with firms that are ready to consolidate tools and move into one connected operating platform with support.

Secure 25% off your first year and get help moving properly.

Pre-release firms get a supported implementation approach, so the move is not left to one internal champion or a pile of disconnected setup tasks.

  • Platform setup and configuration
  • Workflow loading and data consolidation
  • Staff onboarding, training and support calls

25%

off your first year

Approved pre-release firms receive 25% off Year 1. The offer is limited because implementation support is hands-on.

Set up properly

Platform setup, configuration and workflow loading before the team is expected to run the new model.

Move the team across

Staff onboarding, training and support calls so adoption does not depend on one person.

Make the switch practical

Data consolidation and implementation support, so the firm is not left to figure it out alone.

See pricing