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.
See Midas tailored to your firm's workflow in a 20-minute call.
We handle migration. Client records, job history, and templates — done in days.
Your team is up and running. Every client, job, and deadline in one place.
TFNs, bank details, and financial records deserve enterprise-grade protection. Midas delivers it without the enterprise price tag.
All prices in AUD. Annual billing shown. Monthly billing available.
For small firms ready to consolidate their tools.
For growing firms that need AI, e-signatures and tax planning.
For larger firms and multi-office groups.
See exactly what's included at every tier.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Core Practice Management | |||
| All entity types (individuals, companies, trusts, SMSFs, partnerships) | ✓ | ✓ | ✓ |
| Job tracker with workflow and checkpoints | ✓ | ✓ | ✓ |
| Recurring jobs (BAS, annual reviews, tax returns) | ✓ | ✓ | ✓ |
| Internal team messaging | ✓ | ✓ | ✓ |
| Lead tracker and digital onboarding | — | ✓ | ✓ |
| Timesheets, live timer and billable tracking | — | ✓ | ✓ |
| Team utilisation reporting | — | ✓ | ✓ |
| Automation & AI | |||
| AI Morning Digest (emails sorted, flagged, replied) | — | ✓ | ✓ |
| Unlimited e-signatures | — | ✓ | ✓ |
| Tax planning with AU rates and scenarios | — | ✓ | ✓ |
| Client portal | — | Add-on | ✓ |
| Integrations | |||
| Outlook email and calendar sync | ✓ | ✓ | ✓ |
| SharePoint folder integration | ✓ | ✓ | ✓ |
| Xero, MYOB, Access Tax, Access Ledger | ✓ | ✓ | ✓ |
| White-label branding | — | — | ✓ |
| Custom integrations on request | — | — | ✓ |
| Support | |||
| Email support (1 business day response) | ✓ | ✓ | ✓ |
| Dedicated Australian account manager | — | — | ✓ |
| Full onboarding, data migration and training | — | — | ✓ |
| Priority support | — | — | ✓ |
| Compliance & Security | |||
| AES-256 encryption | ✓ | ✓ | ✓ |
| Role-based access control | ✓ | ✓ | ✓ |
| Mandatory MFA | ✓ | ✓ | ✓ |
| Full audit trail | ✓ | ✓ | ✓ |
| 99.9% uptime SLA | — | — | ✓ |
Yes. Upgrade instantly and only pay the difference. Downgrade at the end of your billing cycle.
Credit card, direct debit, and invoice for annual Enterprise agreements. All payments processed securely in AUD.
We offer a live demo environment with realistic data so you can explore the platform yourself. Book a 20-minute walkthrough and we'll tailor it to your firm's setup.
You pay for each staff member who needs access. Clients don't count as users — they access your firm through the client portal at no extra cost.
Yes. Monthly plans cancel at the end of the current month. Annual plans run to the end of the paid period — we don't offer partial refunds, but we'll help you export your data.
Yes. All data is hosted on AWS infrastructure in Australia. Your data stays in Australia.
You have 30 days to export everything. After that, we permanently delete your data from our systems.
Yes. Annual billing saves 20% compared to monthly. Founding firms receive an additional discount locked in for life.
Yes. Add users anytime — you'll be charged a prorated amount. Remove users and your next invoice adjusts automatically.
All plans include email support with response within one business day. Enterprise includes a dedicated account manager and priority support.