- Built for Aussie accountants and bookkeepers · Unlimited users · 24/7 human support
CRM for accountants that chases the paperwork so you don’t have to.
Book client meetings online, collect documents with automatic reminders, and send tax-time and BAS reminders to the right clients, all from one app.
Tax time shouldn’t mean chasing every client by phone
Here’s where accounting and bookkeeping practices lose time every week.
“I spend hours chasing clients for paperwork.”
Online forms collect documents, and automatic reminders follow up until they’re in.
“Booking meetings takes a dozen emails.”
Clients book a time that suits online, with reminders so they turn up.
“Clients forget deadlines until it’s too late.”
Automatic BAS, end of financial year and tax-time reminders go to the right clients at the right time.
From new enquiry to tax time, sorted
Here’s how a new client moves through My New Admin.
1. New clients onboarded
Website chat or your AI receptionist answers enquiries and books a first meeting.
2. Documents collected
An online form collects the records and receipts you need, with reminders until it’s done.
3. Deadlines covered
Automatic reminders before BAS and tax deadlines keep clients on track and your work flowing.
Everything a practice needs to stay on top of clients
Trusted by Australian practices including Advanced Bookkeeping.
- AI receptionist and website chat. Answer enquiries 24/7 and book first meetings while you work.
- Online booking. Clients book meetings and calls, with automatic reminders.
- Document collection. Online forms with file uploads and automatic follow-ups.
- Deadline reminders. Scheduled SMS and email reminders for BAS, end of financial year and tax returns.
- Client newsletters. Keep clients informed with regular email updates.
- Engagement letters and proposals. Send them for e-signature online.
- Invoices and payments. Send invoices with card payment links.
- Google reviews. Ask happy clients for a review automatically.
Don't take our word for it. Test the AI right now.
Three live demos, no sign-up needed. Steve is an AI, and he’ll tell you so.
Call Steve, the AI receptionist
Ring the number below. Steve will answer, play receptionist for your business, then text you afterwards, exactly as he would for your customers.
Chat with Steve right now
Ask him anything about My New Admin, or type “demo” and watch him handle an enquiry for your industry. This is the same AI your customers would talk to.
See missed-call text-back
Call this number and hang up before it’s answered. Within seconds you’ll get the text your customers would receive, so no missed call becomes a lost job.
Standard call rates apply. Calls to the demo lines may be recorded for quality purposes.
Trusted by 500+ Aussie Businesses in Trades, Retail, and Healthcare.
CRM for accountants FAQs
The best CRM for accountants takes the chasing out of client work. My New Admin books meetings online, collects documents with automatic reminders, sends BAS and tax-time reminders, gets engagement letters signed and asks for reviews, in one app built for Australian businesses.
No. Keep your practice management, tax and accounting software for the compliance work. My New Admin handles the client side: enquiries, bookings, document requests, reminders, engagement letters, newsletters and reviews.
Yes. Create online forms with file uploads, and automatic reminders follow up until clients complete them.
Yes. Schedule SMS and email reminders for any group of clients, such as quarterly BAS lodgers or individual tax returns.
Yes. Send engagement letters and proposals from My New Admin, and clients sign electronically from their phone or computer.
Yes. Unlimited users are included, with permissions so everyone only sees what they need.
One plan, one flat monthly price, with unlimited users. See our pricing page for details, and try it free for 14 days first.
Spend tax time on the work, not the chasing
Start your 14-day free trial today. $0 upfront, no lock-in contract, cancel anytime.
Or try the AI first: call Steve on 0495 104 177