Stop Doing Your Practice's Busywork. Let Sage and Paige Do It For You.
One dashboard that manages your clients, tracks every deadline, stores every document — and comes with two AI agents who already know how Australian bookkeeping works.
Sage keeps your compliance airtight. Paige builds your brand. Both included, free for 7 days.
No credit card required · Lock in $29/month + GST for 3 months before the Early Bird window ends 30 August
I'm building the tool I always wished existed — a dashboard that handles the admin, tracks the deadlines, stores the docs, and gives you two AI agents built specifically for bookkeeping practices. Sage keeps your compliance sharp. Paige handles your marketing and builds your brand. Both are included in every account.
Every plan starts with a free 7-day trial — no credit card required — so you can see exactly how it fits your practice before you commit to anything.
A Quick Look at the Dashboard
Two AI Agents + Everything You Need
Designed by a registered BAS agent for bookkeepers who are tired of juggling five different tools — and zero AI assistants who actually understand their work.
Sage — AI Compliance Assistant
Sage already knows Australian tax and compliance rules. Ask her anything — BAS, PAYG, super, STP, GST — and she'll give you a plain-English answer instantly. She also creates the compliance documents your practice needs: engagement letters, client authorities, checklists, and regulatory paperwork, drafted correctly every time.
Paige — AI Marketing & Brand Assistant
Paige handles the marketing and branding side of your practice so you don't have to. Need a client newsletter, a social media post, a service announcement, or promotional content? Paige writes it. Need a practice website or a logo? Paige creates those too — in minutes, not months.
Xero & QuickBooks Health Check
Every client gets a traffic light health score — green, amber, or red — based on live data from their Xero or QuickBooks file. Unreconciled transactions, overdue invoices, unpaid bills, bank feed status, unposted pay runs. Sage writes a plain-English summary so you know exactly what needs attention before you even open the file.
Client Management
All your clients in one place. Notes, status, outstanding tasks, upcoming deadlines, and documents — organised by client so nothing falls through the cracks.
BAS & Tax Deadline Tracker
Automatic alerts for BAS lodgement dates, super due dates, PAYG deadlines, and STP obligations — for every client, all tracked in one view so nothing is ever late.
Document Management
Upload, organise, version, and access client documents without hunting through email or cloud drives. Everything filed by client and document type, searchable in seconds.
Document Signing
Send engagement letters, authorities, and compliance documents for e-signature directly from the dashboard. Signed copies are stored automatically against the client record — no chasing, no printing, no scanning.
Client Portal
Give each client their own secure portal to upload documents, view and sign paperwork, and receive files from you — no more documents bouncing around in email. Secure, private, and branded to your practice.
Email Template Library
Ready-to-use client email templates for the most common bookkeeping scenarios — BAS explanations, document requests, overdue invoices, EOFY checklists, and more.
Task Manager
Create tasks against clients with due dates and priority levels. See everything outstanding across your whole practice at a glance — no more sticky notes or spreadsheet to-do lists.
Team Access
Bring your team into the Dashboard with you. Give any staff member a free login to log time against their assigned tasks, or upgrade them to Full Access ($20/month + GST per seat) for everything you can do — client management, document signing, Xero/QuickBooks sync — minus practice Settings and billing. Every full-access action is recorded in your Activity Log.
Meeting Notes
Record client meetings and get an automatic transcript, stored against the client record. No more frantic note-taking during calls — just talk, then find everything you need in one place afterwards.
Automated Client Reminders
Set automated reminders to nudge clients for bank statements, receipts, and outstanding documents — so you spend less time chasing and more time on actual work.
Practice Overview
A bird's-eye view of your whole practice — upcoming deadlines, overdue tasks, client status, and what needs your attention today. Start each day knowing exactly where you stand.
Secure & Private
Built with Australian data privacy in mind. Your client data stays yours. No sharing, no selling, no surprises. Designed to meet the standards you need as a registered BAS agent.
Real Feedback From Real Practices
“The Bookkeepers Dashboard for BAS Agents has impressed me with its intuitive setup, practical features and forward thinking approach. For the areas I have explored, the experience was smooth and easy to navigate and I could see the value of having a central hub. The built-in AI tools include Sage – Practice Advisor, and I was particularly impressed with the added detail in answers from Sage, covering BAS and Tax Agent scope warnings within the replies.
I was impressed by how much can be achieved in such a short period of time. It is clear that a lot of thought has gone into creating a platform designed to support BAS Agents in building and improving their practices.”
“I have absolutely fallen in love with the Bookkeepers Dashboard and I haven't even tested all of the features yet. So far I have managed to get rid of 3 other apps that I was using because the Bookkeepers Dashboard has everything that I need in the one place! It's super easy to use and it has helped my workflow immensely.”
7-Day Free Trial — On Every Plan
Every new account starts with a full 7-day free trial. No credit card needed. Access every feature from day one and see exactly how it fits into your workflow before you commit to anything.
Ready to See It in Action?
Start your free 7-day trial — no credit card required. Get full access to Sage, Paige, and every feature from day one.
Start Your Free 7-Day Trial →Already have an account? Sign in · Questions first? Email me directly at sharontlaw@protonmail.com.
Who Is the Bookkeeper Dashboard For?
Running their own practice with multiple clients and too many tools to juggle.
Employed or contracting, who want a smarter way to manage client work and deadlines.
Working alone and doing everything yourself — this is the assistant you can't afford not to have.
If you're tracking clients in Excel and deadlines in a calendar app, this was made for you.
One Plan. Everything Included.
No tiers, no per-client charges, and no surprises. A couple of things are charged only when you actually use them — they're all listed below.
Bookkeeper Dashboard
$29/month + GST for your first 3 months — Early Bird
- ✓ Unlimited clients and jobs
- ✓ Sage and Paige, both included
- ✓ Xero and QuickBooks integration
- ✓ 10 GB of document storage included
- ✓ Client portals and e-signing
- ✓ Free task logins for every staff member
Only if you use it
These aren't part of the subscription because most practices use little or none of them. You're only ever charged for what you actually send or process.
| What | Included free | After that |
|---|---|---|
| Text messagesAuthority approvals, signing requests, and messages to clients | — | 15c + GST each |
| Receipt CaptureClients photograph a receipt, AI codes it, you approve it into Xero or QuickBooks | 100/month | $7 + GST per 100 |
| Document storageClient documents, portal uploads, and signed files | 10 GB | $5 per extra 10 GB + GST |
| Full Access staff seatsFor team members who manage clients and integrations, not just their own tasks | Task logins free | $20 + GST per seat |
Emails to your clients, client portals, extra clients, and every AI feature in Sage and Paige. Receipt Capture can be switched off entirely from the Receipts page — your clients can still send receipts, they just won't be read automatically or counted. Most practices stay well inside the 10 GB of storage without ever thinking about it.
Common Questions
Why use the Bookkeeper Dashboard when I can just use ChatGPT to create documents?+
ChatGPT is a general-purpose tool — it doesn't know your clients, your practice, your preferred document formats, or the specific Australian rules that apply to BAS agents. Every time you use it you're starting from scratch, re-explaining the context, and hoping it gets the compliance details right.
Sage is built specifically for Australian bookkeeping practices. She already knows the rules, she knows your practice setup, and she produces documents in the right format for Australian compliance — not a generic template you have to rewrite. Paige does the same for your marketing, your website, and your brand. The Dashboard also gives you client management, deadline tracking, and document storage that ChatGPT simply can't do.
What tools does the Bookkeeper Dashboard replace?+
For most bookkeepers, the Dashboard is designed to replace or reduce the need for:
- A separate CRM or client spreadsheet (replaced by Client Management)
- A calendar or spreadsheet for tracking BAS and tax deadlines (replaced by the Deadline Tracker)
- Google Drive or Dropbox for client documents (replaced by Document Management)
- DocuSign, FuseSign, or similar for e-signatures (replaced by Document Signing)
- A separate client portal or file-sharing tool (replaced by the Client Portal)
- A task manager like Trello or Asana (replaced by Task Manager)
- ChatGPT or similar for compliance documents (replaced by Sage)
- ChatGPT or a copywriter for marketing content (replaced by Paige)
- Email template folders you copy-paste from (replaced by the Email Template Library)
- Otter.ai or similar for meeting transcripts (replaced by Meeting Notes)
It won't replace your accounting software (Xero, MYOB, QuickBooks) — it works alongside those, not instead of them.
What's the difference between Sage and Paige?+
Sage is your compliance expert. She knows Australian tax law, BAS obligations, super rules, STP requirements, and what a registered BAS agent needs to stay compliant. Ask her a compliance question, or ask her to create a document — engagement letters, client authorities, compliance checklists — and she'll get it right.
Paige is your marketing and brand assistant. She writes client newsletters, social posts, service announcements, and promotional content — in your voice, for your audience. She also creates your practice website and logo, so you can look professional without hiring a designer or waiting months for an agency.
Both are included in every account. No separate subscriptions, no extra logins.
How much does the Bookkeeper Dashboard cost?+
One flat plan — $49/month AUD + GST, with every feature included, no tiers and no per-client charges. Sign up before the Early Bird window ends 30 August and pay just $29/month + GST for your first 3 months, then move to the standard $49/month + GST rate. Every plan starts with a 7-day free trial, no credit card required. Adding your team is optional and separate — see the next question.
Can I give my team members access?+
Yes. Every staff member can get a free login to see and log time against their assigned tasks — no extra charge, no limit on how many.
If you want someone to do more — manage clients, send documents for signing, sync Xero/QuickBooks, the works — upgrade them to Full Access for $20/month + GST per seat. They get everything you can do, except practice Settings and billing, which stay locked to you. Every full-access action is recorded in your Activity Log, so you always know what your team did and when.
Do I need to be tech-savvy to use it?+
No. It's being built for bookkeepers, not developers. If you can use Xero or send an email, you'll be able to use the Bookkeeper Dashboard. The AI agents work by conversation — you type what you need, they produce it. No prompting skills required.
Is my client data safe?+
Yes. The Dashboard is being built with Australian data privacy requirements in mind. Your client data is yours — it will never be sold, shared, or used to train AI models. Full details will be available in the Privacy Policy before launch.
What happens to my data after the free trial ends?+
Nothing gets deleted. When your trial ends, you'll move to the paid plan and everything you set up — your clients, documents, and templates — stays exactly where you left it. You won't need to start over.
Can I use Document Signing instead of Adobe or DocuSign?+
Yes. Upload a PDF, place the signature fields, and send it to your client by SMS and/or email — one send fills every field, and the request moves to signed automatically once they complete it.
There are three places to send a document for signing: the Document Signing page, the Authority tab, or directly from a client's Documents tab.
Does the Bookkeeper Dashboard comply with Australian privacy requirements?+
Yes. We handle data under the Privacy Act 1988 (Cth) and the Australian Privacy Principles. Client data is stored on Australian servers, encrypted in transit and at rest, and isolated per practice — we never sell your or your clients' data. Some processing (hosting, AI features) happens via US-based providers under the same protections. Full details in our Privacy Policy.
Why I'm building this
I spent years as a bookkeeper wishing there was one tool that did everything — managed clients, tracked deadlines, stored documents, and actually understood Australian tax. Every tool I tried was either too generic, too expensive, or built for accountants not bookkeepers.
So I'm building it myself. The Bookkeeper Dashboard comes with two AI agents built in — Sage, who already knows Australian compliance and creates the documents you need, and Paige, who handles your practice marketing, your website, and your brand. No explaining the context every time. No extra subscriptions. Both included.
Try it for free for 7 days, use it, break things, and tell me what's missing — your feedback directly shapes what gets built next. I'll be in touch personally.
Ready to try the Bookkeeper Dashboard?
Start your free 7-day trial, and lock in Early Bird pricing before it ends 30 August.