Get Your Practice to Work Smarter For You

Automated communication, marketing and tasks makes your business easier

  • Create an email template once and use over and over

  • Send emails or SMS to one client / prospect or many with personalisation at the click of a button.

  • Keep prospects and clients engaged by scheduling automated sending of birthday or service anniversary e-cards or SMS.

  • Schedule Newsletters & Blog Posts.

  • Schedule Social Media Posts.

  • Track online marketing including Google & FB Ads.

  • Integrate with your favourite task management system.

  • Replaces email & SMS software subscriptions.

Engagement Agreements, Proposals & Compliance

  • Custom Branded e-Documents

  • Use Industry Standard Terms or create your own

  • Send BAS Agent & STP Authorities with your engagement terms and never chase signatures

  • Secure Digital Signing

  • On-demand Stripe Identity Verification (first 50 are free!) *

  • Customised Client-Agent-Linking guides

  • Impress your clients with the ease of engaging services

  • Replaces Ignition subscription

Payments

  • Integrate directly with Stripe

  • Receive upfront payments, once-off or recurring

  • Choose your own payment processor

  • Automatically send client and invoice details to Xero, MYOB or QuickBooks *


  • Sell products, courses and memberships - take payments within Officiently.


  • Replaces e-commerce software subscription.

Secure & Private Client Portal

  • Create a private portal for each client.

  • Request information without the email tennis and receive confidential information securely.

  • Documents can be uploaded directly into your records management system whether that be DropBox, OneDrive or Google Drive.

  • Create and share Onboarding Checklists or Monthly reports.

  • Dedicated app.

Courses and Community

  • Create and sell video-courses or a group memberships.

  • Include video, audio, worksheets, quizzes and certificates.

  • Content can be accessed conveniently on a dedicated app.

  • Import your content & courses from Kajabi. We can assist with migration from other platforms

  • Replaces learning platform subscriptions.

CRM & Calendars

  • See all your client interactions in one place.

  • Automate collection of data with online forms.

  • Unlimited appointment types.

  • Sync with your Outlook or Google Calendar

  • Embed a calendar into your website so potential clients can book directly.

  • Email and SMS* confirmation and reminders

  • Replaces calendar software subscription.

Social Media & Reputation Management

  • Officiently integrates with Facebook, Instagram, LinkedIn, Google Business Profile, Tiktok, X and more

  • Publish one social media post or several at once with one click of a button

  • You can schedule posts for a week, month or even a year.

  • Publish blogs onto your website and alert your social media followers with a message or RSS feed.

  • Use the free provided Officiently social media post templates or you can engage us to do your marketing for you.

  • Post and track Facebook and Google Ads as well as Google reviews all from within the portal.

  • Request Google reviews using the built in Reputation Management suite. Then display 4 & 5 star reviews on your website using the Officiently widget.

  • Replaces posting & scheduling software.

Websites, Landing Pages & Funnels

  • Create and host your website with Officiently.

  • Create funnels and forms to engage, communicate with prospects and clients.

  • Customised landing pages in your brand colours that integrate with you proposals, agreements and on-boarding docs.

  • Do It Yourself or we can build and host these for you.

  • Replaces web building, site hosting and landing page/funnel subscriptions

It's all for you - The Bookkeeper

Possibly for the first time ever Bookkeepers have been the central focus of a practice management solution.

Spend more time on what truly matters and take back control of your time!

As a bookkeeper I understand the frustration and expense of using multiple pieces of software that don't naturally sync. Officiently offers a single platform to manage almost everything. In addition to the efficiency and cost savings, Officiently equips you with the tools to market and expand your business.

Every form of communication can be captured in Officiently, ensuring no messages are missed. You can choose to automate responses, redirect messages to an assistant, or respond personally.

Most importantly you are not alone. We've got your back, we will support and empower to get the most out of Officiently.

Book a Demo

Intuitive Practice Automations for Bookkeepers

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