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Practice Compliance: one workflow, any client ledger

MYOB Practice Compliance brings client management, BAS, tax, and client accounting into one connected system.

Less rebuilding the process. More reliability.

Practice Compliance reduces the overhead around the work, which means less context switching, less rebuilding, and less reliance on manual work. The result is a practice that runs more reliably and has more space for the work that actually moves clients forward.

One workflow, whatever the client ledger

Data from your clients’ business ledger intelligently maps to one standardised chart of accounts, so your compliance work runs the same way for every job.

  • Bring in any ledger data, by live sync or CSV

  • Standardise every file to one standard chart of accounts

  • Set up your workflows once, and every client follows them

Every obligation against the one client record

BAS, tax, client accounting and lodgment all sit on the same record, so the whole job gets done in one place, not pieced together across tools.

  • Prepare BAS, tax and workpapers in one system

  • Lodge direct to the ATO without switching tools

  • Work from anywhere, with the whole team on the same file

Numbers that flow, from start to finish

Client data lands in one clean chart of accounts, so numbers move through workpapers and reporting from a consistent foundation instead of being entered and checked by hand.

  • Prefill BAS and workpapers from live client data

  • Follow a guided workflow that tracks progress as you go

  • Get risk flags and client insights from inside the workflow

Know exactly where the work is up to

Progress, documents and decisions stay with the work, so anyone can see where the work is at and pick it up no handover meeting or digging through email threads.

  • See work progress and BAS deadlines across your base

  • Tag colleagues and leave notes right on the numbers

  • Complete digital audit trails recorded against the work

  • Send, request e-sign and store client documents

From ledger to lodge: Every compliance stage, one connected process.

Same process, any starting point. Whether it's MYOB, QuickBooks, a trial balance import, or even a shoebox of receipts – the process doesn’t change.

Manage

Any ledger is connected easily

One centralised client file – easy to connect, simple to manage.

Prepare

Numbers that move automatically

Numbers prefill and reconcile automatically as the job moves.

Generate

Reconciled and ready to report

Financial statements generate straight from the reconciled numbers.

Review

Fewer meetings and faster sign-off

Notes and tasks stay with the work, so reviews are fast and meeting-free.

Submit

Lodge without leaving the platform

Send for e-sign, then lodge straight to the ATO – no separate portal.

What our customers have to say

One platform, three ways to manage compliance

Every package covers the client workspace, documents sharing and storage, and tasks. Choose how much of your compliance workflow extends to the platform.

Starter Compliance

A complete operational and BAS layer for all your clients, free for MYOB partners.


Client workspace: Documents, tasks, and history live with every client.

BAS lodgment: Prepare and lodge without leaving the platform.

Client portal & e-sign: Send, sign, and store, no separate subscription.

Core Compliance

Full compliance workflow – financials, tax, and lodgment – one connected system.


Everything in Starter Compliance, plus:

AI mapping: One workflow across any client ledger

Financial statements: Data flows through without rekeying or rebuilding.

Insights: Benchmarks and flags surface from within the workflow.

Tax lodgment: Prepared and lodged against the same client record.

Pro Compliance

A structured workpaper layer built for teams running compliance at volume.


Everything in Core Compliance, plus:

Advanced workpapers: A guided prep layer every team member follows the same way.

Assets integration: Asset data flows straight into workpaper prep.

Preparation consistency: Consistent workpaper process by default, not by supervision.

Speak to an expert

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Switch on real rewards for free when you join the MYOB Partner Program.

You'll get client discounts on software, invites to exclusive events, product training, plus free software to run your practice and connect with all your MYOB clients.

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All your Practice Compliance questions, answered

What is MYOB Practice Compliance?

MYOB Practice Compliance is a cloud-based platform that helps accounting and bookkeeping practices manage tax and compliance workflows, collaborate with clients, share documents securely, manage tasks, and access client financial data online. It integrates seamlessly with MYOB products (including MYOB AE/AO) and also supports financial data from other accounting platforms, bringing everything together in a single client file so you can manage compliance from one connected workflow.

Who is MYOB Practice Compliance designed for?

MYOB Practice Compliance is designed for accounting firms, tax agents, bookkeepers and practices managing compliance and client service workflows. It’s built for teams that want a more consistent way to manage compliance across a mix of clients.

What does MYOB Practice Compliance help a practice do day-to-day?

MYOB Practice Compliance helps practices bring client data together, prepare compliance work, track tasks and job status, share documents, manage review and sign-off, and lodge returns from a central location. The goal is to reduce context switching and make it easier for work to move across the team.

Is MYOB Practice Compliance cloud-based?

Yes. MYOB Practice Compliance is accessed through a web browser and can be used from anywhere with an internet connection.