See Midas in action

Explore the features that make practice management effortless. No login required.

Dashboard Clients Job Tracker Leads Timesheets Security
Dashboard

Your practice at a glance

See what matters the moment you log in. Priority jobs, smart warnings, activity feed, and personal performance — all in one view.

  • Top 3 priority jobs with urgency badges
  • Smart warnings for bottlenecks and cascade risks
  • Personal performance tracker with completion streaks
  • Live activity feed for your jobs and leads
Active Jobs
23
Due This Week
7
Your Week — Completed
5
— On fire!
Activity Feed
Emily moved BAS Q3 to In Review
New lead: Michael Torres
Client Management

Every entity type, one system

Manage individuals, companies, trusts, SMSFs, partnerships, and sole traders. Link officeholders, related parties, and corporate groups.

  • 6 entity types with full ATO field support
  • Searchable officeholder and related party linking
  • CSV bulk import with duplicate detection
  • TFN, ABN, ACN encrypted and role-gated
CodeClientTypeStatus
BLAK0001Blackwood Holdings Pty LtdCompanyActive
CHEN0001Chen Family TrustTrustActive
PATE0001Rebecca PatelIndividualActive
NORT0001Northbridge Super FundSMSFPending
Job Tracker

From start to lodgement

Track every job through its lifecycle with status flows, review points, recurring schedules, and clear senior/junior accountability.

  • 9-step status workflow (To Be Started → Lodged)
  • Senior/Junior review point system
  • Auto-recurring jobs with AU financial year quarters
  • Priority levels, due date tracking, urgency badges
JobClientStatusDue
FY2025 Company Tax ReturnBlackwood HoldingsIn ReviewOverdue
BAS Q3 2026Chen Family TrustIn Progress3 Apr
Trust Tax Return FY2025Rebecca PatelTo Be Started15 May
Annual Financial StatementsNorthbridge SuperComplete—
Lead Pipeline

Convert enquiries into clients

Track every lead from first contact to won. Send secure onboarding forms, capture entity details, and convert to clients in one click.

  • Visual pipeline: New → Contacted → Won
  • Secure client onboarding forms
  • Lead source tracking (referral, website, phone)
  • One-click conversion to client record
New
11
Contacted
8
Meeting Booked
6
Proposal Sent
4
Won
2
Timesheets

Know where every hour goes

Weekly grid with live timer, billable/non-billable tracking, and per-staff views. Built for how accountants actually log time.

  • Weekly grid with daily hour entry
  • Live timer with one-click start/stop
  • Billable vs non-billable tracking
  • Staff utilisation reports in KPI dashboard
Total Hours
38.5
Billable
31.0
Utilisation
80%
This Week
Mon
8.0
Tue
7.5
Wed
8.0
Thu
7.5
Fri
7.5
Security
Enterprise-grade, built in
Your clients' sensitive data is protected at every layer — encryption, access control, audit trails, and data residency.
AES-256
Encryption at rest
RBAC
Role-based access
TOTP 2FA
Mandatory for all users
Audit Trail
Every action logged
Tenant Isolation
Firm data separated
AU Hosted
Sydney (ap-southeast-2)

Ready to try it yourself?

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