Every call, every email and SMS, every document signed, every job and their compliance status — all on the one client record. When a client rings, you already know why, instead of assembling their history from six systems while they wait.
Illustrative timeline with invented names. Detail is shown only to staff allocated to the client.
Know why they're calling before you pick up
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A client rings about an ATO letter. Before reception has transferred the call, the accountant opens the client and sees it: the letter arrived and went out to them at 9:14 this morning — beside the BAS lodged on Tuesday and the deed signed last week. They answer already knowing the reason for the call.
That's not six tools you check in turn. It's one record where every interaction has already gathered itself — nothing to reconcile, nothing scattered, nothing you have to go and find.
Everything a client touches, in one place
OneHQ connects the tools you already use and files each interaction onto the client automatically — so the record builds itself as your team works. You can even text a client straight from OneHQ, one at a time or in bulk, and their reply lands on the same record:
Phone calls in and out, via 3CX
Emails, individual and bulk
SMS, sent and received
Documents sent for signature and signed
ATO correspondence received and passed on
Jobs and their compliance status
Meetings and bookings
AML status and onboarding
The name is practice-wide; the detail is access-scoped. Everyone can find a client, but a client's history opens only for the staff allocated to them — so one shared view never means everyone sees everything.
Built for family groups, not just single clients
A real client is rarely one entity — it's a company, a trust, an SMSF and the people behind them. OneHQ ties them into a group, and two of its quietest features become its most useful the moment you do.
Email that files itself
Mail between your firm and a client is matched from your connected mailboxes and filed onto their record automatically — no dragging, no BCC. It stays put even if the client later archives it in their own inbox, and any attachment saves straight into their Files.
Notes that reach people
Thread a note on a client, @mention a colleague and they're told. A standing note — "NIL every year", "always CC the bookkeeper" — carries forward to next period and says where it came from.
Grouped, it all comes together. Because a family's entities are one group, their filed emails, your team's notes and every job sit side by side — so whoever picks up the phone is briefed on the whole relationship, not one entity in isolation.
Frequently asked
From the tools you already run, connected to OneHQ — your 3CX phones, Microsoft 365 or Gmail email, SMS, OneSign signing, ATO correspondence, meetings and jobs. Each interaction files itself onto the right client automatically, so nobody has to log it by hand.
No. A client's name is practice-wide so anyone can find them, but the detail on their record — the calls, emails, documents and figures — opens only for the staff allocated to that client. One shared view, still properly scoped.
It does what a CRM promises — one view of the whole relationship — but built for an accounting practice, so the record carries jobs, BAS and tax compliance, ATO mail and AML alongside the calls and emails, not just sales contacts.
OneHQ matches mail between your firm and a client from your connected mailboxes and files it onto their record automatically — no BCC or dragging. It recognises the client's addresses, keeps staff-to-staff mail out, and the email stays on the record even if someone later archives it in their own inbox. Attachments can be saved straight into the client's Files.
One client. One record. Everything.
Stop rebuilding a client's story from six systems every time the phone rings.