Your WIP list, sorted.
One screen instead of seven browser tabs. And seven bills.
Groups, not entities
Click on Jimmy Smith and you see Janie Smith, Smith Plumbing Pty Ltd, and Smith Family Trust right there. The whole client relationship in one place — trusts, companies, ITRs, SMSFs — linked visually so you can see how they connect.
Every other system makes you hunt across separate entity records. OneHQ starts with the group.
Every conversation, across the group
Jimmy emailed Sarah. Dean called Janie. You see it all — emails, phone calls, notes, lodgements, payments, and SMS — on one timeline, even if you're looking at the trust or the plumbing company.
No more walking to someone's desk to ask "did anyone hear from the Smiths?"
Every job, every status, one screen
Tax Returns, BAS, STP, Payroll Tax, WorkCover, FBT — see what's lodged, what's in progress, and what's overdue. Across every client, in real time.
The alerts panel flags what needs attention now: signing documents to send, boarding deadlines, billing reviews due, and overdue WIP.
Files, signing, SMS, billing, timesheets, campaigns
Dropbox for files. Dropbox Sign for e-signing. ClickSend for SMS. Gmail or Outlook visibility. Timesheets. Billing. Mailchimp-style email campaigns. Team chat. All connected to your client list and your WIP.
That's Suitefiles + XPM + Monday.com + Mailchimp + Slack + ClickSend + whatever you use for timesheets — in the one system.
BAS jobs that do half the work for you
Open a BAS job and see GST, PAYG withholding, wages, and net payable side by side. The trend check compares this quarter against prior quarters — if Q2 GST collected is usually $8k–$12k and this quarter shows $3k, you'll know before lodgement.
There's a risk engine underneath that scans Xero transactions for miscoding, unusual amounts, and wrong-side entries. 12 rules, all configurable. But you'll see that when you try it.
AML built in — not bolted on
From 1 July 2026, accountants need AML/CTF compliance. Most software is scrambling to bolt it on. OneHQ has it built into the CRM from day one — identity verification, risk assessment, and ongoing monitoring are a natural extension of your client records and WIP.
Every entity has an AML status. Reviews surface in your alerts. It's not a separate system — it's part of how you manage clients.
Jobs & Compliance
Every job type — Tax Returns, BAS, SMSF, STP, Payroll Tax, WorkCover, FBT — with due dates, status workflow, and staff assignment. Your WIP list, not a spreadsheet.
Xero Integration
Read-only access to your clients' P&L, Balance Sheet, Trial Balance, BAS data, and bank transactions. Pulls data for review — never writes back.
Dropbox Files
Browse, preview, upload, download, and rename — inside the app. Your existing folder structure stays as-is.
E-Signing
Dropbox Sign integration. PDF analysis, ABN matching, one-click send. Signed docs auto-filed to the client's folder, job status updated.
SMS & Campaigns
ClickSend SMS conversations per client. Mailchimp-style bulk email campaigns with merge fields, templates, and open/click tracking.
Security & Isolation
Row-level security enforced at the database level, practice-scoped policies, and role-based access controls. No practice can query another's data.
Built for practices like yours.
OneHQ is designed for Australian accounting firms with 1–15 staff. The kind of practice that actually needs everything in one place — not another tool to add to the pile.
See it yourself.
The demo has full sample data. No sign-up, no sales call.