Stop chasing clients.
Start advising them.
You didn't become an accountant to rename PDFs and chase TFNs. KairosDesk handles documents, entities, TFNs, and ATO nomination. Automatically.
See what your onboarding backlog is really costing you
Drag the sliders to match your practice. The number on the right is what you are leaving on the table every year.
You're a qualified accountant. You shouldn't be doing this.
Every new client starts the same way: a week of emails, reminders, and manual filing before a single minute of actual accounting gets done. It's not what you trained for.
Your Monday morning, with KairosDesk and without it
- ✕Open inbox. Three client emails, all waiting on missing documents.
- ✕Send reminder email to Sarah. Again. Second time this week.
- ✕Download James's files. Rename each one manually.
- ✕Realise two files are wrong format: email back.
- ✕Chase TFN via email. Hope it doesn't get intercepted.
- ✕Explain myGov to client. Send steps manually. Follow up when they forget.
- ✕30 minutes in. Zero actual accounting done.
- ✕Repeat for every new client this month.
- ✓Open KairosDesk. New client notification: docs uploaded overnight.
- ✓All 14 files classified and renamed automatically.
- ✓3 entities identified for review.
- ✓TFN request sent via encrypted portal. Client responds securely.
- ✓Nomination guide sent automatically. Client confirms in one click. You're notified instantly.
- ✓Client marked ATO-ready. One click to download.
- ✓A few minutes of review. Everything else was done automatically.
- ✓Real client work starts before 9:15am.
From invitation to ATO-ready in five steps
Accounting firms providing company formation, trust administration, or registered agent services become regulated entities under the AML/CTF Act from 1 July 2026. KairosDesk includes built-in AML/CTF identity verification: client ID collection, manual verification recording, and a 7-year audit trail. Meet your obligations without adding a separate compliance tool.
The only onboarding platform built around how the ATO actually works
Not a US tool localised for Australia. Built Australian-first, from the ground up, for the workflow you actually run.
Automatically names and sorts every uploaded document. Tax returns, financial statements, ATO notices: handled.
Identifies individuals, companies, trusts, and SMSFs from uploaded documents. Review and confirm in one screen.
Bank-grade encrypted collection via the client portal. Validated against ATO standards, deleted after you record them.
KairosDesk sends every new client a personalised nomination guide automatically. They follow step-by-step instructions, confirm in one click, and you're notified instantly. No explaining, no reminding, no chasing.
All compute, database, and file storage in AWS ap-southeast-2 Sydney. Personal data never leaves Australia.
When a client submits their previous accountant's details, KairosDesk generates and sends the ethical letter automatically. PDF attached, reply-to set to your email address. No manual drafting, no forgotten letters.
Your ethical letter includes a secure, tokenised upload link for the previous accountant. They drag and drop financial statements, tax returns, and trust deeds directly into KairosDesk. No email chains, no chasing attachments.
Send, review, and collect e-signatures on engagement letters from the dashboard. Clients sign via the portal with a timestamped record. Reminders send automatically until signed. No manual follow-up.
See every client's onboarding stage at a glance: in progress, awaiting review, TFNs outstanding, ready for the ATO portal. A "needs attention" panel surfaces stuck clients so nothing falls through the cracks.
Built by someone who made the software. And someone who had to use it.
Between us, we had both sides of the problem: twenty years building accounting technology, and a practice that lived with broken onboarding every day.
I've spent two decades building accounting software for accounting firms. In that time I never met a firm that wasn't frustrated with how long it took to onboard a new client. They weren't doing it the hard way because they wanted to. They were doing it the hard way because nothing better existed. KairosDesk changes that.
I ran onboarding manually for years. Renamed the files, chased the TFNs, spent the first week of every new client relationship explaining myGov. KairosDesk is the tool I always needed and never had.
Pricing tailored to your firm
Every accounting firm runs differently. We will work with you to put together a plan that fits your team, your client base, and how you want to onboard. Get in touch and we will arrange a callback.
Get in touchCommon questions
See KairosDesk in 20 minutes
We'll show you the full onboarding flow with a live demo tailored to your firm.