STOP being the one who has to remember!
Officiently is the all-in-one client management platform built specifically for Australian bookkeepers and BAS Agents.
It eliminates the need for multiple subscriptions, saving you hours every week and money every month. But more than this, your practice runs smoothly with it. Reminders, authorities and requests go out by text and email on schedule, replies land where your whole team can see them and nothing waits on you.
✓ Built for AU bookkeepers & BAS Agents ✓ Secure single sign-on ✓ Setup support included
Finally, you can ditch your second job
Alongside the compliance work, you have a second job... Knowing who has not returned their authority, whose engagement lapses in June, who still owes you March statements, plus what you agreed on the phone last Tuesday that nobody else in the practice heard.
It's overwhelming, does not appear on a timesheet and it does not stop when you close the laptop.
With Officiently you can stop carrying everything as...
Every client reply
SMS, email and Messenger is in one place your whole team can see.
The chasing
Reminders go by text, not just email, until you get an answer.
Annual STP authorities
Sent, chased and signed without you opening a spreadsheet.
Engagement letters
Renewed on schedule, with BAS Agent and STP authorities bundled in.
Your clients text. Your practice can too.
Your clients will leave 3 emails from you, unopened, BUT answer a text within the hour.
Most practices hold back from texting because it feels casual, unrecorded, and like something a professional service should not be doing. It does not have to be either of those things.
In Officiently every message, whichever channel it arrives on, is recorded against the client, timestamped, and visible to your whole team. You reach clients the way they actually respond, and you keep the audit trail your practice is required to keep.
Here's what STP Renewals look like to you and your client...
Officiently gives your practice one phone number and one inbox.
Reminders, both email and text, are automated so you can stop the chasing. All responses come into the one inbox as well as into the client's record.
The client's record is always up to date and visible to the whole team. That text from a client to your mobile on Saturday finally becomes a thing of the past!
"I was getting really frustrated with client messages scattered across my mobile and email, constantly forwarding messages to my team. Now my team, including offshore staff, can see and respond to client messages through one practice number, and everyone can see what has been said."
Deb S
What this looks like in practice
Officiently
The renewal date arrives
Officiently sends the authority to all 34 clients on the list. You did not start it.
The first reminder goes out
Only to the ones who have not signed. Nobody who already signed is bothered again.
A text goes to whoever is left
The email already went. The text is the one they answer, and they review and sign from it.
Signed authorities come back to one place
Each one sits against the client and drops off the chase list. Download them into wherever your practice files documents.
You
Nothing required from you for the whole of the run above.
You look at the three who are left
One list, once. Two minutes. Then it is done for another year.
The annual STP authority run, start to finish.
Timings are yours to set. This example runs at day 0, day 3 and day 7. Figures are illustrative.
You did not chase anyone. You did not open a spreadsheet. You did not think about it in the car.
"I used to dread the annual follow-up and chasing signatures. Now it is fully automated. The system sends the form, follows up with reminders, and even sends an SMS so they can sign straight from their phone."
Kerrie T, Practice Owner
Officiently frees up your headspace. It makes sure the following up never depends on you remembering, and that every exchange is recorded whether you sent it or your team did.
In short...
Reminders that arrive by text
Authority renewals, records requests, appointment confirmations and overdue follow-ups go out by SMS as well as email, on a schedule you set. The email still goes. The text is the one they usually answer as they can review it and sign straight from their phone.
One number for the whole practice
Your practice gets its own virtual mobile number. Clients text it, your team replies from it, on a computer or a phone. Nothing lands on a personal mobile, and nothing leaves with a staff member.
Everyone sees the same conversation
SMS, email, Messenger and calendar bookings all land in the client profile. Your team, including offshore staff, sees the full history without anyone forwarding anything. You stop being the only person who knows what was said.
What else the system holds
The follow-up that does not depend on you
Onboarding, renewals, records requests and reminders run on their own schedule. The standard bookkeeping workflows are already built, so you are not starting from a blank automation builder. Nothing waits on you noticing it.
A private portal for every client
Request and receive confidential information securely. Share onboarding checklists and monthly reports through a dedicated app, so sensitive documents stop travelling by email.
Engagements and authorities, handled end to end
Send custom-branded proposals and engagement letters with BAS Agent and STP authorities bundled into the terms. Verify identity on demand with Stripe or Annature, or send a video meeting request when you would rather see the client. Guide clients through Client-Agent Linking with your own instructions. Signed documents come back against the client and drop off the follow-up list on their own.
Marketing that continues when you get busy
Social planner and blogs first. Schedule to every channel at once and publish blog posts from the same place, with bookkeeping-specific templates to start from. Website and funnel builder if you need one, or hand the whole thing to us. Either way it keeps running through BAS week.
What changed for our clients...
Nothing falls through the cracks
"I have streamlined my client management with Officiently, saving me time and giving me confidence that I am not missing any opportunities. I no longer have to worry about admin slowing me down. I know everything is organised and running smoothly."
Roisin F
Time, money and my sanity
"Officiently has saved me time, money, and my sanity. I honestly could not run my business without it. Kylie has gone above and beyond with her support, making the whole implementation process smooth and stress-free."
Christine H
The right systems from day one
"As a start-up practice, I knew having the right systems in place from day one would be crucial. Officiently provides everything in one place, and the seamless setup meant I established professional systems right from inception."
Michelle S
And it costs less than the stack you already run
Most practices are paying for a proposal tool, a signing tool, a scheduler, an email platform, a CRM, a social scheduler and a website, separately, on seven invoices. Officiently replaces these under one login and one invoice.
What the stack usually costs
Ignition
AdobeSign
PandaDoc
Calendly
MailChimp
Kajabi
HubSpot
Wix or Squarespace
$485 per month
Officiently, done for you
All of the above in one platform
Plus client SMS and one practice number
Plus bookkeeping workflows already built
One secure login
One invoice
$197 per month
This is the part you can measure. What's immeasurable is your peace of mind when you're not having to remember it all yourself.
10+
Subscriptions replaced
1
Login & one source of truth
24/7
Automations working for you
100%
Built for bookkeepers
Pricing
Most practices start here
Done for you
$197* per month
Excluding GST
We build your practice inside Officiently, then hand you the keys.
Full access to the Officiently platform, plus
Virtual mobile phone +
Digital signing
Custom branded proposals and engagements system
Website integration if outside Officiently
Customised CRM
Customised email templates
Customised calendar
Automated follow ups and reminder workflows
Customised social media templates
Payments integration, Stripe, Paypal, Annature
2 users, unlimited contacts
Access to the private Officiently community
Access to the Officiently training library
4 x 45 minute support sessions to get you started
Access to our weekly Officiently success sessions
Do it yourself
$97* per month
Excluding GST
The full platform, set up by you. For the tech-confident.
Website builder, funnel and landing page builder
CRM and contact management
Email and SMS communication
Scheduling and calendar
Automation builder and workflow system
Social media management
Generic email templates
2 x 45 minute support sessions to get you started
Website build
We design, write and launch a professional, mobile-ready website for your practice.
From $997 one-off, excluding GST
No long contracts. Migration support included. Cancel any time after the first three months.
*Set-up fee of $299 (ex GST) applies. +SMS and call charges apply.
Built to hold client information properly
Enterprise-grade infrastructure with secure single sign-on and two-factor authentication
Client data behind one set of credentials, with one place to revoke access when a team member leaves
Signed authorities and engagement documents recorded against the client, not sitting in someone's inbox, and downloadable into wherever your practice files documents
Client portal for confidential document exchange, so sensitive files stop travelling by email
Seven separate programs is not just seven logins and invoices. It is seven places your client data lives and needs to be updated.
ABOUT KYLIE
Built by a working BAS
agent who was tired of
holding it all.
I was running my practice across a dozen logins and carrying the rest in my head. Who had signed, who had not, what was due, what I had promised. I wanted something secure and efficient that ran from one login and did the remembering for me. So I built it.
I still run my practice on it. Every workflow in Officiently exists because I needed it first.
Kylie Gorzalka, BAS Agent & Founder
20+
yrs
In the books, not just behind a screen
1 platform
Replacing your entire stack
AU-built
Designed for local bookkeepers & BAS Agents
Questions
Do I get my own phone number, or does it come from my mobile?
Your practice gets its own virtual mobile number. Clients text that number, not your personal phone. Your team replies from it on a computer or a phone, and every message stays with the practice if someone leaves.
Can my offshore team use it?
Yes. Anyone you give access to can read and reply to client messages from anywhere, from the same number, with the full history visible. That is usually the point at which practices stop forwarding messages to each other.
Is my client data secure?
Officiently runs on enterprise-grade infrastructure with secure single sign-on and two-factor authentication. Your client data lives behind one set of credentials, not ten.
How do I get started?
Book a free demo. We will walk you through the platform with your practice in mind, then help you migrate from your existing stack, with automations and integrations done for you.
Will this actually make my clients respond faster?
We can't say for sure as each business is individual. In our experience though clients review and sign more often from the text. With automation, we make it easier for them to respond faster and for you to see at a glance who is still outstanding.
Can I use Annature with Officiently?
Yes, for identity verification. Officiently triggers Annature to verify a client's identity, and several practices are running that now. Document signing happens inside Officiently.
Does Officiently replace my document storage?
No, and it is not meant to. Your files stay wherever your practice keeps them, whether that is SharePoint, Google Drive or your own server. Officiently holds the conversation, sends the document, brings back the signature and records it against the client. You download the signed copy into your own filing system.
Is texting clients about their books appropriate?
SMS is used for reminders, confirmations, requests and signing links, not for sensitive detail. Anything confidential goes through the client portal.
What happens when I take leave?
The follow-ups keep running. Your team sees every client conversation in the same place, so nothing waits for you to come back and remember it.
Who is Officiently built for?
Officiently is purpose-built for Australian bookkeepers and BAS Agents, designed by a working BAS Agent to run her own practice and eliminate most of her stack.
What software does Officiently replace?
It replaces tools like Ignition, Kajabi, HubSpot, Go Proposal, MailChimp, ActiveCampaign, Calendly, Wix, Hootsuite and Thinkific. It also integrates with most of them if you would like to keep using a tool you love.
Do I have to do my own marketing?
Your choice. We give you six bookkeeping-specific social and email templates so you can publish yourself. Alternatively, ask us for a quote for your specific needs. We can do your marketing for you and schedule it inside Officiently for your approval before posting.
Can I sell courses and run a community?
Yes. The Communities area lets you chat, share free content or sell paid products and courses, one-off or subscription. Upload videos and how-to guides, and present live or recorded webinars with Zoom integrated.
I already have courses built on another platform.
Officiently can import your courses from Kajabi and can assist with migration from other platforms.
Can I use the digital signing for other forms?
Yes, you can use digital document signing for any existing PDF, or recreate the document in Officiently. As with all data, we recommend high-risk personally identifiable information is redacted from documents.
Can I build my own automations?
Officiently ships with the most common workflows for bookkeeping professionals. If you want to create additional automations, you can.
I already have a website, can I still use Officiently?
Yes. All of Officiently's features work with websites created and hosted on other platforms. If your website was designed in WordPress you can integrate with Officiently and edit from within the app.
I do not have a website, or I would like to update my existing one.
There are three options: custom-built to your specifications with our graphic designer and copywriter, custom-built using one of our templates, or replication as far as possible of your existing site.
Why is there an onboarding fee?
Every practice runs differently, so we build your account around yours. Your branding, your templates, your workflows, your calendar. You start with a system that already fits, rather than a blank platform and a weekend of setup.
See it working in a real practice
Book a demo with a working BAS Agent, not a salesperson.
✓ No long contracts ✓ Migration support ✓ Setup done with you ✓ Cancel anytime after initial 3 months
© 2026 Officiently. Made by a bookkeeper, for bookkeepers.
Everything your practice needs
for you to work smarter, not harder.
Stop juggling tabs and start growing your practice.
Simplified & Automated Workflows
Simplify and automate workflows and processes to ensure no tasks are overlooked. Onboarding automations and many other standard processes are already created for you in the system.
Client Comms in one place
See all client details and comms in the client profile. From calendar bookings through to stage in the STP renewals process. Every reply: SMS, email, Messenger and more, lands in the same place. Team members view one source of truth and eliminate the need to forward emails and the potential for losing comms.
Proposals, Engagement & Compliance
Make engaging your services effortless. Send custom-branded proposals and engagement letters. Bundle BAS Agent and STP authorities with your engagement terms. Stop chasing signatures. Verify identities on demand with Stripe, guide clients through Client-Agent Linking with customised instructions.
Marketing without overwhelm
Website Builder and Social Planner: Connect every social channel and post content and blogs with one click. DIY templates or done-for-you options.
Secure & Private Client Portal
Give every client their own private portal. Request and receive confidential information securely. Share onboarding checklists, monthly reports, all through a dedicated app.
Want to keep a tool you love?
Officiently integrates with the apps you already use, including Zoom for live calls and recorded webinars.