From first enquiry to lodged return — Midas handles the entire client lifecycle without switching tools.
Individuals, companies, trusts, SMSFs, partnerships, and sole traders — all with linked entities, corporate groups, and related parties.
Track every job from start to lodgement. Review points, status flows, recurring schedules, and senior/junior assignment built in.
Track enquiries through your pipeline. Send secure onboarding forms, capture entity details, and roll over to clients in one click.
Most CRMs are built for sales teams then awkwardly adapted for accounting. Midas was designed from day one around the way Australian firms actually operate.
TFNs, bank details, and financial records deserve enterprise-grade protection. Midas delivers it without the enterprise price tag.