For financial professionals
Your practice. Your clients.
One license.
From $200/month for 50 clients. Each client gets their own Finance Frank account; you get the practice surface — BAS workflow, engagement letters, white-label, branded portal. Less time chasing PDFs, more time on the work clients pay you for.
Accountants. Tax agents. Financial planners. Mortgage brokers. SMSF specialists. Estate planners.
How it works
You hold the license. Your clients get Frank.
Practice tiers come with N client licenses. Each client you invite gets their own personal Finance Frank account — no per-client billing, no setup fees on their side. They sign up via your branded invite, and the practice license unlocks everything for them.
Step 1
Set up your practice
Pick a tier (Starter 50, SMB 200, Growth 750), add your branding, get a custom subdomain like frank.your-firm.com.au.
Step 2
Invite clients
Send branded invitations from your dashboard. Each accepts → gets a free personal Frank account collaborating with you.
Step 3
Run the practice
BAS workflow, engagement letters, AI client digests, bulk actions, workflow queues. Everything you need to run the relationship.
Staff get free practice-only accounts. Want a staff member to have their own personal Frank too? Toggle it on — uses one client license slot. See the practice help guide →
The handoff
Less time chasing PDFs.
Most of what costs you billable hours is upstream of your expertise: chasing receipts, normalising statements from three banks, asking the same questions twice. Frank does that part. You get a structured handoff your software can ingest.
Client share · sample
Read-only · Accountant preset
FY24-25 working papers
Income
$182,400
Deductions
$14,820
Net CGT
+$8,250
Disposals
Frank's note
Carry-forward losses of $2,400 from FY23-24 still available. WFH log shows 318 hours @ 70c. Client has flagged 2 deduction items needing your review.
Demo data. The real export ingests directly into Xero / Class / BGL.
What you'll see
Scoped to your engagement.
Each role has a sensible permission preset and a default expiry window matched to how the engagement actually works. Clients can override anything — give a broker access to liabilities only, give an executor read-only across everything.
Accountant
Tax-return prep, deduction substantiation, BAS lodgement, year-end reconciliation.
They'll see
- Income, deductions, transactions
- CGT events with parcel-level cost base
- Dividends with franking credits
- Trust distributions, BAS quarters, depreciation schedules
No auto-expiry — typically renewed at tax time
Financial planner
Long-horizon advice — retirement, super strategy, goal projections, risk profiling.
They'll see
- Net worth + asset allocation
- Income, budgets, goal progress
- Frank AI scenarios + projections
- Risk profile & insurance adequacy
Auto-expires after 180 days
Mortgage broker
Pre-approval, refinance benchmarking, serviceability calcs, document collection.
They'll see
- Income (gross + net + super)
- Liabilities + offset balances
- Asset register for serviceability
- Pre-formatted broker pack export
Auto-expires after 90 days
Financial adviser
Holistic strategy, structure recommendations, super + estate planning.
They'll see
- Full read-only dashboard
- Income, goals, super caps, tax position
- Frank AI conversations (with consent)
- Insurance adequacy, estate checklist
Auto-expires after 180 days
Practice tools
Built for the way you actually work.
Once your roster is set up, the practice surface gives you everything you need to run the relationship — workflow queues, AI digests, bulk actions, and your own branded portal.
Workflow queues
Categorised "what needs attention this week" — CGT events to review, BAS due, EOFY prep, fresh observations, stale data. One click into any client to dig in.
AI client digest
Per-client AI summary for your reading: net-worth movement, top movers, fresh Frank observations, realised CGT, plus follow-up prompts to raise on the next call.
BAS sign-off + audit trail
Send a BAS for client review, capture a signed declaration with timestamp + IP, mark as lodged after submitting via ATO Online Services. Every sign-off retained for the TPB's 5-year audit requirement.
Engagement letter on file
Attach the signed engagement letter (PDF) to each practice-client row with signed/expires dates. Frank surfaces upcoming expiries in your workflow queue so renewals don't slip.
Bulk actions
Multi-select clients, run a single action across all of them: regenerate observations, send an EOFY check-in, generate accountant packs. Per-client succeeded/failed breakdown.
Tax-doc sharing (opt-in)
Clients flag specific documents as practice-visible — never automatic exposure. Canonical doc types (trust deeds, BAS lodgements, QS reports) so the right docs are findable.
White-label custom domain
Serve Frank to your clients on your own subdomain (frank.your-firm.com.au) with your logo, colour, and an optional "powered by Frank" footer. DNS instructions in the UI.
Practice messaging
One-to-one or broadcast messages to your roster, with read receipts. Subject + body, scoped to all clients or a subset.
Pricing
From $200/mo for 50 clients.
Four tiers — Starter, SMB, Growth, Enterprise. Annual saves ~17%. Tier upgrades prorate automatically.
See all tiers + pricesBy default
Everything an engagement should be.
Read-only
Professionals start view-only. Editing is opt-in per permission, never the default.
Audit logged
Every action a collaborator takes is timestamped against their identity and visible to the owner.
Auto-expiring
Short engagements (broker, planner) expire automatically. The client doesn't need to remember to revoke.
Get started
Set up your practice in under 5 minutes.
Sign up free, set up your practice (name, ABN, branding), pick a tier, start inviting clients. Cancel any time.