Practice management software that gives you a clear view of your business in one place

Improve efficiency and profitability, gain deeper insights, and automate workflows with GreatSoft.

GreatSoft gives you the visibility and insights you need to grow

GreatSoft's cloud-based practice management software provides the perfect solution for mid-tier accounting firms that need a scalable and integrated cloud-based solution. Create your practice ecosystem, build a 360° unified view of your customer, streamline manual processes, get real-time job performance and powerful reporting.

The GreatSoft dashboard brings data from multiple systems into one view.

One secure and scalable platform

GreatSoft addresses the gap that exists in the market for a scalable, integrated cloud practice management solution that meets the needs of progressive accounting firms, including mid-tier and large firms.

Keep your workflow flowing

You can identify activities across your practice, from capacity planning to job scheduling, giving you the insight you need to optimise and grow.
 

GreatSoft and MYOB are a dream team

GreatSoft seamlessly integrates with MYOB Accountants Enterprise. Update your client entity information and contact details in GreatSoft, and they update in Accountants Enterprise or Accountants Office.

GreatSoft is a responsive platform, meaning you can use it on desktop, tablet or mobile.

Use the best software, keep your data accurate

Managing disparate systems often results in inconsistent data. So we've partnered and integrated with best-in-class cloud practice solutions to give you the freedom and flexibility of a truly integrated cloud ecosystem.

Edit once, update everywhere

With one integrated platform, you can create a central database and a single source of truth for your practice.

Give your team a complete view of the client

Take the guesswork out of compiling and centralising your customer data with GreatSoft’s unified client view, giving you a connected practice ecosystem.

Create your connected practice ecosystem

GreatSoft's open platform integrates leading practice solutions using APIs to build a single view of your customer with “edit once, sync everywhere”.

You can use the core GreatSoft Practice Applications to manage your firm and monitor performance like a professional or add a wide range of third-party applications as required to achieve your more tailored goals for success faster.

Practice Management

Improve efficiency and profitability across your firm.

  • Clients
  • Staff
  • Billings
  • Work in progress
  • Debtors
  • Reporting
Greatsoft Cloud: Freedom of choice

Business Intelligence

Manage your firm more effectively with deeper insights.
  • BI Dashboards for Practice
  • Clients and Groups
  • WIP and Debtors
  • Staff
Microsoft Power BI and Microsoft SQL Server

Process Automation

Automate your workflow and increase capacity across your team.
  • Automated alerts
  • Reports
  • Custom workflows
Navy and blue logo

Mobility

Use mobile timesheets and track expenses on the go.
  • Mobile timesheets
  • Expenses
  • Mileage tracking
Compatible on Android and iOS devices

CRM

Track your sales pipeline and customer communications in one place.
  • Marketing
  • Pipeline
  • Events
  • Proposals
  • Onboarding
  • Engagement

Compliance

Use best in class compliance solutions and save time.
  • Accounting and Taxation
  • Corporate
  • Superannuation
GreatSoft integrates with brand leaders MYOB and BGL in New Zealand

Document Management

Effortlessly manage and share your practice and customer documents.
  • Collaboration
  • Email Management
  • Client Portal
  • e-Signing
Document management integrations: FYI Software, Docusign, How Now, Nimbus, Fuse Sign and Annature

Fee Funding and Debtors

Optimise your cashflow with installment plans and debtor management.
  • Payment Portals
  • Debtor Management
Fee funding and debtor logos

See how your business will thrive with unrivalled, real-time insights