Accounting practices
Streamline your accounting practice processes from client management to revenue recognition without missing any billable minute.
Client management
Central source of truth for client information.
Client overview:
- Relationships
- Family groups
- Customizable client attributes
- Integrated tax management with govReports
- Complete COI and KYC assessments
Matter management
- Customizable templates
- Manage, assign and complete tasks with resource planning
- Create matter budgets and track actuals to budgets
- Complete overview of time, disbursements and expense
- Bulk matter creation and rollover
Time tracking
Track time your way.
- Calendar view, timers, or time sheets
- Sync Outlook appointments and Teams calls
- Use Copilot to improve descriptions and fill gaps
- Separate invoicing comments
- Time sheet approvals
- Automated flex time
- Email reminders for incomplete time sheets
Client billing
- Set up matters for fixed price or T&M billings
- Set scheduled billing for fixed price monthly agreement
- Import Xero subscriptions billings and automatically bill to client or send to WIP
- One-click invoicing for simple matters
- Use review and approval workflows to complete billing process
- Use Copilot to improve invoice descriptions
Practice Insights
ONE source of truth. Reliable, centralised data.
- Full visibility into practice-wide performance and operations
- On-demand insights with Power BI
- Data-driven decisions backed by real-time analytics
- Practice KPIs dashboards & reports: Client engagement, lock up, WIP…
What clients say:
“With Pryme Matters everything is in one system.
Data is more accessible and accurate. Decisions can now be made with far more confidence, and tasks that used to take days now take minutes.
It’s been transformative for our business. The place we can position ourselves for growth would not be achievable with any other application.”
Robin Allardice
CEO at Bentleys Tasmania
“We needed one core system that we could rely on for the future to allow us to grow. We saw a fully integrated solution as the only way to create conditions for growth and scalability.
Already in the initial scoping session, we realised that Pryme Matters ticked all the boxes in terms of what we were looking for.”
Sean Looby
Head of Operations at Cafico InternationalFrequently asked questions:
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What is accounting practice management software?
Accounting practice management software is a specialised tool tailored for accounting firms. It supports the day-to-day running of the practice by automating key functions such as client onboarding, invoicing, and billing. Many solutions also offer integration with complementary systems, including document storage platforms and Know Your Customer (KYC) tools. The overall aim is to enhance operational efficiency and streamline internal processes across the firm.
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Why should I automate my accounting practice?
Automating your accounting practice allows your team to focus on high-value, billable work by reducing time spent on repetitive, manual tasks. By streamlining processes such as data entry, reporting, and workflow management, automation not only boosts productivity but also helps minimise human error and compliance risks. Moving away from outdated tools like spreadsheets and legacy software means your firm can work faster, more accurately, and more cost-effectively—ultimately improving both client service and profitability.
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How can I automate my accounting practice?
You can start automating your accounting practice by implementing dedicated practice management software. These platforms are designed to handle routine tasks like client onboarding, engagement setup, time tracking, and invoicing. By streamlining these workflows, you’ll save time, reduce administrative overhead, and create more space for strategic, revenue-generating activities.
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What are the benefits of cloud-based accounting practice management software?
Cloud-based accounting practice management software offers the flexibility to access your firm’s data and tools from virtually anywhere, on any internet-connected device—perfect for supporting remote and hybrid teams. These solutions are also highly scalable, adapting easily as your firm grows or your needs evolve. With automatic updates and secure data backups included, you benefit from enhanced security and reduced IT maintenance. Plus, compared to traditional on-premises systems, cloud-based software typically offers a more budget-friendly, subscription-based model.
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What are the benefits of using a Microsoft ERP?
A Microsoft ERP system—such as Dynamics 365 Business Central—provides a centralised platform to manage your firm’s finance, operations, sales, and client service all in one place. Backed by one of the world’s most trusted and innovative technology companies, Microsoft continually invests in security, usability, and feature enhancements. With regular updates and improvements rolled out through the cloud, your system stays current without the need for disruptive upgrades. Plus, native integration with familiar Microsoft tools like Excel, Outlook, and Teams means your team can work more efficiently with tools they already know. It’s a powerful, future-ready solution designed to scale with your firm while keeping you compliant and competitive.
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Why is out-of-the-box Business Central not always enough?
While Microsoft Dynamics 365 Business Central provides a solid foundation for managing core business functions, its out-of-the-box version is designed to serve a broad range of industries. This means it may not fully address the specific needs of accounting firms or professional services practices straight away. For example, workflows like WIP tracking, client-specific billing structures, time capture, or detailed compliance reporting may require tailored configurations or industry-specific extensions. With regular updates and improvements rolled out through the cloud, your system stays current without the need for disruptive upgrades. Plus, native integration with familiar Microsoft tools like Excel, Outlook, and Teams means your team can work more efficiently with tools they already know. It’s a powerful, future-ready solution designed to scale with your firm while keeping you compliant and competitive. By working with a Microsoft partner who understands your industry, you can extend Business Central to fit the unique requirements of your firm—ensuring you get the full value from your ERP investment.
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Does your software integrate with Xero?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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Is client data stored securely within Australia?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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Can I customise workflows for different service types?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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What support and training do you offer for Australian firms?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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How does this software help manage deadlines and compliance dates?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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What kind of reporting and insights can I get?
We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.
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Do you provide add-ons for other industries?
Yes, we build add-ons for project-based businesses like professional services, construction and legal. Click here to check further Business Central extensions for project-based businesses.