Practice settings is where you set up all of your default options for the various areas of AccountKit.

It's broken into logical areas by tab, as you can see below.

For each section in this article, there will be screenshots and detailed steps for quick reference, along with short videos in some sections, to easily demonstrate that particular area of the Practice Settings.

1. Organisation Details

Set the core basic details of your practice

2. Address

Enter both the street and postal address for your head office.

3. Regional Settings

Set the specifics pertinent to your practice:

4. Contact Details

Set your base website and contact email for the practice.

5. System Settings

Set the core security principles you require your practice to operate under

6. Visual Settings

Make AccountKit your own by customising your logo and colours.
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​Your practice logo
Select choose file and browse to your logo file.

Practice Colours

This shows the key details about your AccountKit subscription:

1. Renewal Period

Identifies when your trial will expire or the next time your account will be charged.

2. Pricing Breakdown

The pricing is then broken down according to the tier you are in as follows. See our website for more details.

5. Subscription History

Here you can see:

6. Payment Details

Your payment details can be viewed and updated from here.

Select "Update my billing method" to change the credit card you want your payments to be made from.

Note: We don't store your payment details. These are stored within Stripe, our payment gateway.

These are the integrations that we are building out to add functionality that we believe will be beneficial to your practice by bringing visibility and simplifying how we deal with different pieces of cloud software.

By connecting with your Xero Practice Manager subscription, you can synchronise your full client list, groups, addresses and relationships with AccountKit.

From here you can also toggle on the one-way sync. Option which allows you to only allow information to sync. from XPM. As a result of enabling the one-way sync., this will disable some fields/functionality in regards to client details/relationships, etc.
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See the XPM integration guide for more details on how to use it.

This integration enables you to pull through some pertinent practice stats from your own practice Xero file such as Top 10 Invoices and Bills along with selecting various accounts that you may like to watch. It's a one-way window into your accounting data for displaying or the AccountKit dashboard.
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See the Xero connection guide for more details on how to use it.

Integrate with NowInfinity to get views into the company data via a company dashboard and entity dashboards for each family group.
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See the NowInfinity integration guide for more details about the integration.

Integrate with CAS360 to get views into the company data via a company dashboard and entity dashboards for each family group.
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See the CAS 360 integration guide for more details about the integration.

Integrate with SimpleFund 360 to get views into the superfund data via entity dashboards for each family group.
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See the SimpleFund 360 integration guide for more details about the integration.

Integrate with GovReports to access client ATO and Government reports at your fingertips.

See the GovReports guide for more information on setting up your connection to GovReports.

Slack and Microsoft Teams are for team collaboration and getting internal communication out of your emails and into a centralised space.
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See Setting up Slack for Slack and Setting up Microsoft Teams for Microsoft Teams for more details about these integrations.

We support a number of different DMS systems at the same time enabling you to link client and practice documents to the various registers and tools throughout AccountKit.
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Those that we currently support include:

See the DMS guide for more details on how to connect them and make the best of having your client files at your fingertips.

Twilio is an SMS carrier. AccountKit integrates with Twilio which means you can now send & receive SMS messages directly from AccountKit to your clients. Useful for account updates, appointment reminders, wishing clients happy birthday etc.

You must have a Twilio account and active number to use this feature. If you do not have a Twilio account click the logo to go to the Twilio website and set one up. If you do already have a number and account click Setting up SMS to be taken to our set up Help article.

We support integration with the two main email providers. By connecting up your email and installing the applicable addon or extension, you can push emails from Microsoft Outlook and Gmail directly into the correspondence register. If you happen to have a DMS system attached as well, you are able to save the applicable documents and link them back to the correspondence register entry.

Follow these links to find out how to install and make use of this feature.

FuseSign and Annature are our e-signing partners. These integrations allow you to manage your out for signature workflows directly through AccountKit.

For more information on how the FuseSign integration works, please click FuseSign e-signing integration.

For more information on how the Annature integration works, please click Annature integration.

In the tool settings we have various options across the Administration, Compliance and Consulting tools which can be adjusted here. Further to this we can add and update tags, text templates and the business types. For details regarding the various tool settings checkout each of the help articles regarding the relevant tool you're looking at updating.

Here under dashboard tools, you can toggle on/off whether you want team members' ages to be displayed in the birthday dashboard.

You can also connect the practice Xero file for review on the main dashboard screen. This information will only be available to users with privileges above the 'Partner' level.

Tags in AccountKit facilitate a way to mark anything in AccountKit with an identifier that can be used to filter information in different ways. Tags can be specifically allocated to a tool, area of AccountKit, and/or left to be available anywhere.

For example, you may want a tag like "Capital Gains" which you want to be available within the Important Items Register, Professional Development Register and Correspondence Register. But you don't want it available within Equipment Finance.

To add or update any tags or list items:

Text Templates allow your practice to create and manage reusable templates that can be used across multiple areas of AccountKit.

These templates can be utilised for a wide range of communication and record-keeping tasks, including client emails, bulk messaging campaigns, meeting notes, correspondence register entries and other commonly used text responses.

Text Templates are available in Workflow and Correspondence Register.

Use the Search bar to quickly find a template.

To create a new template:

A placeholder enables you to drop text based on specific client or practice details. For example: client and contact details, client group list, user/practice data, date/time, month and period fields.

Placeholders are available in Text templates, Workflow and Correspondence Register.

The system supports multiple placeholder styles, including:

You can also use formulas to alter numbers.

For example, if you're creating a template to serve as the base for sending out annual tax planning emails, you might want to use placeholders to fill up client and date details:

Subject: {{finyear}}/{{finyearshort+1}} | Tax Planning

Subject: 2026/27 | Tax Planning

Hi {{contact_first_name}},

Tax Planning for the{{client_group_name}}, including:

{{client_list_bullet}}

Please contact us on {{user_email}} or {{practice_phone}} to book an appointment.

{{practice_signature}}

Hi Ashlee,

Tax Planning for theRJ & AJ Bull Family Group, including:

Bull Antics Pty Ltd
​Bull Buckets Pty Ltd
​Bull Horns Unit Trust
​Bull Investments Pty Ltd
​Bull Nominees Pty Ltd
​Bullish Pty Ltd
​Crazy Bull Family Trust
​Joanne Bloggs

Please contact us on [email protected] or 08 8231 1234 to book an appointment.

Kind regards,

Fernanda Garcia

Contacts
​Within the correspondence register, this can be a client or contact - it's the individual that a message is being addressed to.

{{contact_first_name}}

Selected contacts first name

{{contact_last_name}}

Selected contacts last name

{{contact_name}}

Selected contacts name

{{contact_salutation}}

Selected clients salutation

{{contact_email}}

Selected contacts email address

{{contact_phone}}

Selected contacts phone number

{{contact_mobile}}

Selected contacts mobile number

Client
​This is usually the client entity that is being referred to (ie. With regards to...)

{{client_first_name}}

Selected clients first name

{{client_last_name}}

Selected clients last name

{{client_full_name}}

Selected clients full name

{{client_name}}

Selected clients name (eg. company name, or individual name without middle name)

{{client_email}}

Selected clients email address

{{client_phone}}

Selected clients phone number

{{client_mobile}}

Selected clients mobile number

{{client_ABN}}

Selected clients ABN

{{client_ACN}}

Selected clients ACN

{{client_entitytype}}

Selected clients legal entity type

{{client_code}}

Selected client's code

{{client_other}}

The "Other" field of the selected client

{{client_street_address_single}}

Selected clients street address in a single line

79 West Terrace, Bordertown SA 5268

{{client_street_address_multi}}

Selected clients street address over multiple lines (ie. like you'd see on a letter.)

79 West Terrace
Bordertown SA 5268

{{client_postal_address_single}}

Selected clients street address in a single line

{{client_postal_address_multi}}

Selected clients street address over multiple lines

Client Group
​This populates details related to the entity group.

{{client_group_name}}

Client group name of the selected client

{{client_group_list}}

Client group list of the selected client

{{client_list_text}}

Clients of the primary group of the selected client separated by commas

{{client_list_bullet}}

Clients of the primary group of the selected client in HTML unordered list format

User
​This populates fields based on the user doing the text template insert.

{{user_first_name}}

Current user first name

{{user_last_name}}

Current user last name

{{user_name}}

Current user full name

{{user_display_name}}

Current user's display name

{{user_email}}

Current user email address

{{user_phone}}

Current user phone number

{{user_mobile}}

Current user mobile number

{{user_signature}}

The current user's signature

Practice Details
​These are fields specific to the details of your practice (set within the practice settings)

{{practice_name}}

Your practice name

{{practice_ABN}}

The practice ABN

{{practice_primary_contact}}

Your primary contact name

{{practice_phone}}

Your office main contact number

{{practice_email}}

The general practice email address

{{practice_website}}

The practice website address

{{practice_street_address_single}}

The practice street address in a single line

{{practice_street_address_multi}}

The practice street address over multiple lines

{{practice_postal_address_single}}

The practice postal address in a single line

{{practice_postal_address_multi}}

The practice postal address over multiple lines

{{practice_logo}}

The practice logo

{{practice_signature}}

The practice signature

Date & Time
​Use these to add details around date and time to your templates, noting that all of these can be altered by formulas utilising "+" or "-". Example: {{finyear+1}} will translate to 2027

{{finyear}}

Current financial year in format YYYY

{{finyearshort}}

Current financial year in format YY

{{finmonthnum}}

Month number within the financial year (e.g. July in AU = 01)

{{finquarternum}}

Quarter number within the financial year

{{year}}

Current calendar year in format YYYY

{{yearshort}}

Current calendar year in format YY

{{quarternum}}

Quarter number within the calendar year

{{month}}

Current month in full format (e.g. September)

{{monthshort}}

Current month in short format (e.g. Sept)

{{monthnum}}

Current month in numerical format (e.g. 09)

{{today}}

Current day in numerical format

{{date}}

Current date in the format configured in Practice Settings

Individual name format

Client settings allow you to choose how you want the naming convention of your individual contacts to display. This is a neat feature since you can make a change to the format in AccountKit and push it across to XPM for a bulk update.

There are 4 choices to how you can have the individual name layout based on the name Joe Bloe Blogs:

Convention

Result

[Last Name], [First Name]

Blogs, Joe

[Last Name], [First Name] [Other Name]

Blogs, Joe Bloe

[First Name] [Last Name]

Joe Blogs

[First Name] [Other Name] [Last Name]

Joe Bloe Blogs

The other options available in this section are to do with where you want to see the naming convention updated:

Business types

The business types serve a number of different purposes.

Fields include:

This section allows you to set default template elements for use within your linked document management system. For more information on DMS integrations.

As part of the advanced DMS functionality, you will be able to set up templated folder structures and insert template documents into client folders. The reason behind this functionality is to help facilitate a standardised approach to setting up folders and work paper documents for clients so there is consistency regarding how to approach work across your business.

To view your template folder structures and template documents that can be surfaced in the DMS window you will need to head to your Practice Settings> General > Document Management.

1. 3 dot action menu

From the 3 dot menu, you can edit and delete the selected template.

Editing from here allows you to modify the template name and description.

2. + Create Template

You can add a new folder template structure.

3. Click on the template name

Allows you to edit the underlying folder structure.

Click "+ Create New" and a pop-up window will appear, from this pop-up give your folder structure template a name to easily identify its purpose and optionally add a short description:

From here you'll be taken to a blank window to start adding folders, add your folder by typing a name into the "+ Add folder" field and pressing the tab key or pressing enter to add the folder. (Note this is the same functionality when editing an existing folder template).

The left side of the window is where you can add the folders and the right side provides a preview of how the template will look in your DMS.

Additional options next to the folder include:

Create a sub-folder under the current folder.

Duplicate the current folder

Rename folder.

Delete folder.

When you are done, click Close.

The document templates section allows you to hold your document templates for various tasks which can be added to a client folder when in the DMS window in AccountKit.

1. 3 dot action menu

From the 3 dot menu, you can edit and delete the selected template.

Editing from here allows you to modify the template name and description.

2. + Create Template

You can add a new folder template structure.

3. Click on the template name

Allows you to edit the underlying folder structure.

Click "+ Create New" and a pop-up window will appear, from this pop-up give your file template a name to easily identify its purpose, optionally add a short description and a facility to select a file from your DMS:

NOTE -One thing to keep in mind is this document is inserted directly into the client folder, therefore, you DO NOT want to save a template file type here. For example; an excel document is saved as an .xlsx, however, traditionally, if you wanted a template document you would save it as an .xltx. This is not the case when linking a 'template' document to AccountKit.

The practising setting for integrations allows you to restrict who makes Xero blue connections to just being practice administrators. This can be toggled on or off.

Access groups are used to limit access and edit capabilities of specific clients. Any clients and their associated records added by way of group or individually will be controlled specifically by the groups below and no longer be available to all users. Where users and clients are assigned to multiple groups, the highest access right takes priority.

Restricted access groups once created will be listed like the ones above, however, to create a new user group select the '+ Create New' from the bottom of the list.

See below the following option you have to customise access to specific clients and/or groups:

1. Restricted access-group name

Define the name that best describes the restricted access group.

2. Restricted access-group description

this element allows you to include further details about what this restricted access group is used for.

3. Restricted client selection

From here you can define the clients you want to be restricted via the restricted access group.

You can do this by selecting groups from your client database or by selecting individual clients.

4. Restricted tool access

This section allows you to define tool(s) which will be restricted within the group

5. Tool access level

When defining the tool access you can also define the level of access users in this group have for the tools selected:

View - View access allows users to view the information within the selected tools.

Modify - Modify access allows users to create, edit and update schedules/details within the selected tools.

Full - Full access gives the same function as modify with the added benefit of being able to delete schedules as well.

6. User assignment

From here you can toggle to provide specific access to all users or assign this access to individual users of your choosing.

You can also add users to restricted access groups within the user management area.

Please see below relevant links to take you to each specific tool help area which details out thePractice Settings for that specific tool.

The Practice Address Register's purpose is to ensure you can keep your global address list nice and tidy. It's easy to search and spot any duplicate or incorrect entries and tidy up as required.

This is a full tracking log of all client changes over time. You can view at a client detail level, filtered by that client, or you can view the full history here and filter by users, clients, groups and dates.

Similarly, this is a full tracking log of your users' access to AccountKit. You can filter these details on a per-user basis via User Management or you can view across your whole practice here where you can filter by user login details, password resets, resetting of 2FA etc. You can find out more in User Management.

Shared Elements (Eg. Action Menu)

Check out this link for various elements shared throughout the various toolsets.

Document Management System (DMS)

This page will take you through how to connect to and utilise any number of cloud-based storage systems.

User Permissions

How to add, remove, delete and set user permissions with AccountKit.