Professional Services

    Your Clients Trust You.
    Give Them Governance to Match.

    EntityFlo gives law firms, CoSec providers and accounting firms one platform to run every client entity from: cascading from a single source of truth, across your entire book of work.

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    Your first entity is free. No credit card required.

    Multi-clientASIC syncDocument generationCompliance monitoringDigital signingASIC Digital Service Provider
    EntityFlo dashboard showing entities, obligations and filings
    80%
    Less governance admin
    99.9%
    Filing accuracy
    100%
    Ownership visibility
    <5 min
    Build your entire group structure
    The Problem

    More clients. More entities.
    Same team.

    Professional service firms manage hundreds of entities across dozens of clients. Without a system designed for multi-client governance, gaps are inevitable.

    01

    ASIC lodgements consume billable hours

    Every Form 484, annual review, and address change requires manual data entry into the ASIC portal. Across hundreds of entities, this consumes hours that should be spent advising clients.

    02

    Client data scattered across systems

    Entity registers in spreadsheets, documents in shared drives, correspondence in email. When a client calls with a question, finding the answer takes longer than it should.

    03

    No visibility across the book

    You can see one client at a time, but you can't see which entities across all clients have overdue obligations. Compliance gaps hide until they become penalties.

    04

    Onboarding new clients is manual

    Every new client engagement starts with manually recreating their entity structure from ASIC extracts and paper records. It takes days when it should take minutes.

    The Solution

    Every client. Every entity.
    One platform.

    EntityFlo is the operating system for professional service firms that manage entities on behalf of clients. Multi-tenant by design.

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    01
    Multi-client workspaces
    Each client group is an isolated workspace with its own entities, documents, and compliance. Switch between clients instantly. No data leakage, no confusion.
    ✓ Isolated workspaces · Instant switching · Secure
    02
    ASIC lodgement in seconds
    Form 484s, annual reviews, and company changes pre-filled from your entity register and lodged via ASIC API. No portal. No re-entry. No errors.
    ✓ ASIC API · Pre-filled · Zero re-entry
    03
    Compliance across the entire book
    See every entity across every client with overdue obligations, missing documents, or expired renewals. Prioritise by severity. Act before deadlines pass.
    ✓ Cross-client view · Priority ranking · Proactive
    04
    Document generation and signing
    Board resolutions, consent forms, and statutory documents generated from templates with entity data pre-filled. Send for digital signature in-platform.
    ✓ Template library · Auto-fill · Digital signing
    05
    Client onboarding from ASIC
    Import a client's entire entity structure from ASIC in minutes. Company details, officer history, and shareholder data pulled automatically.
    ✓ ASIC import · Auto-populate · Minutes not days
    Why EntityFlo

    Not another spreadsheet. Not another siloed tool.

    The mid-market gap between enterprise pricing and a folder of CSVs is exactly where EntityFlo sits.

    Without EntityFlo
    Spreadsheets & disconnected tools
    ASIC lodgements take 45 minutes each: manual portal entry for every form, every entity, every client
    Client data in silos: registers, documents, and correspondence scattered across systems
    No cross-client visibility: compliance gaps hide across hundreds of entities until penalties arrive
    Documents drafted manually: resolutions, consents, and forms typed from scratch every time
    Client onboarding takes days: recreating entity structures from ASIC extracts and paper records
    With EntityFlo
    Ironclad governance. Immutable records.
    ASIC lodgements in 30 seconds: pre-filled, API-lodged, zero re-entry
    Single source of truth per client: entities, documents, and governance in one workspace
    Cross-client compliance dashboard: every overdue obligation visible. Prioritised by severity
    Documents generated in seconds: templates with auto-fill and digital signing built in
    Client onboarding in minutes: import from ASIC, auto-populate, ready to manage
    Explore the platform

    Five parts. One connected platform.

    Every entity, structure, workflow, obligation and board decision managed in one place, with AI doing the governance work in the background.

    Entity Register

    The single source of truth for your entire group.

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    Structure & Ownership

    Where ownership and control are proven.

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    Governance Workflows

    Every action, from decision to lodgement.

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    Compliance AI

    Always on. Never surprised.

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    Boardroom

    From agenda to signed minutes, handled.

    Explore

    Ready to scale your practice?

    Your first entity is free. No credit card required.

    Book a Demo

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