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A walkthrough built around your firm’s work

Pick a time that suits you and tell us a little about your firm. The chat follows what you want to see, so you spend the time on the parts of AccountKit you’d actually use.

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Task PlannerPMPaul Murray⌄
September 2026Today
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1:19 pm
Bull InvestmentsCompliance Tax · 11 am
Daily PlanToday3 of 6 done
  1. 1)Buy milk
  2. 2)2024/25 | Compliance Tax | Bull Antics Pty Ltd
  3. 3)2025/26 | Apr–Jun | Business Activity Statement | OD & NM Seton
  4. 4)2023/24 | Compliance Tax | Bull Investments Pty Ltd
  5. 5)2023/24 | Compliance Tax | Bull Property Investments Pty Ltd
  6. 6)2023/24 | Compliance Tax | Bull Nominees Pty Ltd

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My Projects
  • Website Update | Cloud Accountants
  • 2025/26 | Compliance Tax | Bull Antics Pty Ltd
  • Team EOY Retreat 2025 | Cloud Accountants
  • Complimentary Client Review Meeting 2026
  • Onboarding – Client | Bull Antics Pty Ltd
  • 2024/25 | January | Business Activity Statement

＋ Select a task or create a reminder

Illustrative AccountKit Task Planner · sample data

Book a discovery chat with Ben

Choose a day and time, then add a few details about your firm. The booking goes straight into Ben’s calendar and your confirmation comes by email.

  1. Pick a time

    Every open slot in Ben’s calendar is shown in your own time zone.

  2. Tell us about your firm

    A few quick questions let us plan the chat around your team and the jobs you want to see.

  3. We walk you through it

    Ben shows the parts of AccountKit that fit your firm and leaves room for your questions.

Already a customer? Find answers in the Help Centre or email support@account-kit.com.

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Prefer to explore first

Try AccountKit on your own with a 14-day free trial

Connect your client list and every tool is switched on. The recorded overview on the webinars page is a good place to start.

Start free trialWatch the recordings

  1. Start a free 14-day trial

    Create the account and bring in the client list your firm already works from.

  2. Shape your AccountKit

    Choose the tools, views and workflows that match the jobs your team needs to run.

  3. Put it to work

    Use AccountKit with real client work and decide what belongs in your practice stack.