Accountants and bookkeepers spend their days managing other people's books. But when it comes to running their own practice, most rely on an awkward combination of MYOB Practice or Xero HQ for client work, a separate CRM or spreadsheet for prospect tracking, Calendly for appointment booking, and Outlook for everything else. The irony is that the professionals who keep everyone else's finances in order often have the messiest internal systems. OneBookPlus gives accounting practices a single platform for client management, appointment booking, invoicing, team coordination, and BAS preparation, so you can run your own firm as efficiently as you run your clients'.
The platform is designed around the practice workflow, not just the client ledger. You manage your entire client base in one CRM: contact details, notes, and every quote, invoice and booking. Clients book meetings through your branded online booking page in the hours you set, answering your intake questions as they book. When work is completed, you raise a GST-compliant invoice for the fee, or with the Tax Practice Suite roll the billable time you logged for that client into a draft invoice in one step. The client receives a PDF with a payment link, and reminders chase overdue invoices so you can focus on billable work instead of collections.
Your Daily Workflow
Picture BAS season. You open the Tax Practice Suite's task board at 8am: fourteen BAS tasks due this week across your eighty-five clients, sorted by due date. For each client who keeps their books in OneBookPlus and has connected you to them, you open their GST and BAS report: G1, 1A, G11 and 1B are worked out from their invoices and expenses. You review the figures, adjust where needed, and lodge through the ATO portal or your agent software. By lunch, you've prepared seven. You send each client their figures and tick the task off the board. In the afternoon, you invoice the morning's work at $180 per BAS, GST included. Payment links go out with the invoices. Three clients pay before end of day, and the month's revenue is on your home screen.
Your Own Practice Books
OneBookPlus reconciles incoming client payments against the invoices you raised, so the practice ledger stays current. Your own practice expenses (professional indemnity insurance, software subscriptions, CPD courses, office rent) are categorised and tracked against fee revenue so you can see real practice profitability, not just billings. GST is calculated on every invoice and expense. At BAS time for your own practice, the same GST and BAS report you read for clients gives you your own figures. It's the shoemaker finally getting shoes: the same rigour you apply to client work, applied to your own firm's finances.
Getting Started
Sign up for free. No credit card, no lock-in. Add your practice details, team members, and service types (BAS preparation, tax returns, bookkeeping, advisory). Import your client list from a CSV or add clients as they come in. Set up your online booking page and share the link with clients so they can self-schedule meetings. The free plan includes unlimited one-off bookings, plus 10 invoices and 5 quotes a month with up to 250 contacts, ideal for testing the system on real engagements. Upgrade to a paid plan when your client base grows, at a fraction of what MYOB Practice charges.
