For tax accountants
Run your practice in one modern system: CRM, engagements, documents, agreements, team work, billing, and client and trust accounting. Automate document reminders, give clients a polished portal, and connect accounts through Xero.
Key points
Keep leads, contacts, organisations, and the active file together. Turn branded letters into reusable templates, prepare agreements for electronic signature, and manage invoices, receipts, client payments, and trust accounts with Xero integration.
See tax returns, BAS work, and advisory engagements in one place. Know what is waiting on the client, what is ready for preparation, and what still needs review.
Request the records each engagement needs, then track what is in, what is overdue, and what still needs a follow-up without rebuilding the checklist in every email thread.
Clients upload files, see what you still need, and check status in a branded space instead of another chain of email nudges.
Keep follow-up, document chases, and client replies tied to the engagement so the team spends less time nudging and more time finishing the return.
Keep documents, notes, and client communication attached to the engagement with timestamps and history.
Sensitive client records sit behind independently tested security, not in a shared inbox.
Requests, uploads, notes, and client updates stay together so the whole team can see what has happened and what comes next.
Definition
Matter is a complete modern practice platform for tax accountants and BAS practices: CRM, engagements, team work, documents, agreements, electronic signatures, billing, and client and trust accounting. Give staff and clients a polished experience, automate document reminders, and connect accounts through Xero. Retain specialist tax calculation and filing tools where required.
Best for
Tax accountants and BAS practices that already have tax and accounting software but still lose time collecting documents, following up, and keeping clients informed.
Why teams switch
Available now. 99.99% uptime SLA. CASA Tier 3 certified. Independently tested across all 14 OWASP ASVS categories. Backup to your own Google Drive or OneDrive. Founders with 40+ years of combined enterprise software experience at global scale.
Best fit
Matter is a strong fit when the real bottleneck is collecting statements, ID, deduction records, signatures, and replies fast enough to keep the team preparing work instead of waiting on it.
Watch for this fit
Useful next reads
Compare hub
See Matter, Karbon, FYI, Canopy, TaxDome, and SuiteFiles in one accounting compare hub.
Open resourceGuide
Use this guide when the shortlist turns on client experience and the workflow around document requests.
Open resourceGuide
Use this guide when the team is deciding whether the gap is document storage or the client-work system that gets records requested, returned, reviewed, and finished.
Open resourceClient portal
Look at the branded portal clients use to upload files, see requests, and check progress without calling the practice.
Open resourceStaff view
See how Matter keeps the engagement, missing documents, notes, and next actions together for the firm.
Open resourceSecurity
See the independently tested security page for firms handling TFNs, financial records, and other sensitive client data.
Open resourceFAQ
Matter offers a 99.99% uptime SLA. It holds Cloud Application Security Assessment (CASA) Tier 3 certification. An independent authorised security lab manually tested Matter across all 14 categories of the OWASP Application Security Verification Standard. Back up records to your own Google Drive or OneDrive. Its founders have 40+ years of combined experience building and operating enterprise software at global scale. These are concrete reasons to choose Matter for sensitive practice work.
Matter is a complete practice platform with CRM, engagements, team tasks, calendars, document review, letters, agreements, electronic signatures, billing, and client and trust accounting. It integrates with Xero. Keep specialist tax calculation and filing tools where required; Matter runs the practice workflow around them.
Matter reduces the admin around document collection, follow-up, portal communication, status questions, and keeping each engagement ready for preparation and review. It helps the team spend less time hunting for files and more time finishing the work.
Because the request, upload, note, and next step stay attached to the engagement. The team can see what is missing, the client can see what to do next, and sensitive records stop getting scattered across inboxes.