Accountants & Advisory

    ASIC lodgements that shouldn't take 45 minutes.
    Now they take 30 seconds.

    EntityFlo gives accounting and advisory firms a single platform to manage client entities — ASIC filings, compliance monitoring, documents, and governance — across your entire book of work.

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    Your first entity is free. No credit card required.

    Multi-clientASIC syncClient portalCompliance monitoringDocument vaultASIC DSP licensed
    30s
    To lodge a pre-filled ASIC form — not 45 minutes
    1
    Screen for compliance across every client in your book
    Systematic
    Monitoring that works regardless of who is in the office
    100%
    ASIC registry synced — zero manual reconciliation
    The Problem

    Entity administration at scale
    shouldn't consume your best people.

    The more client entities your firm manages, the more time your team spends on admin instead of advice.

    01

    ASIC lodgements that shouldn't take 45 minutes

    Form 484s drafted manually, reviewed, lodged through the portal, filed in a client folder. This process should take 30 seconds. Instead it consumes a team member's morning.

    02

    Client data across too many systems

    Entity registers in one place, documents in another, ASIC keys in email. Managing one client is manageable. Managing fifty is where things break.

    03

    Compliance depends on who's watching

    If the person responsible for a client's annual reviews is on leave, the deadline slips. Monitoring should be systematic, not personal.

    04

    Onboarding new clients is slow

    A new client's entities require hours of manual data entry before they're structured properly. Most firms have a backlog they haven't caught up with.

    The Solution

    Every client entity.
    One platform. 30-second filings.

    EntityFlo centralises your entire client book — compliance, documents, ASIC lodgements, and client access — in one platform.

    Book a Demo
    01
    Every client's entities in one place
    Switch between clients in a click. See compliance status, outstanding obligations, and recent activity across your entire book of work.
    ✓ Multi-client · Client switching · Full visibility
    02
    ASIC lodgements in 30 seconds
    Form 484s pre-filled from the client's entity register, lodged via ASIC API. No portal. No re-entry. The time your team was spending on routine filings goes back to advice.
    ✓ ASIC API · Pre-filled · 30-second lodgement
    03
    Compliance monitoring across all clients
    The engine monitors every client entity against jurisdictional obligations. Annual reviews, officer appointments, and address changes — flagged automatically before deadlines are missed.
    ✓ Automated monitoring · Multi-client · Proactive
    04
    Client portal with controlled access
    Give clients direct access to their own entity register — read-only or collaborative. Their view is clean and professional. Your work stays in the background.
    ✓ Client portal · Role-based access · Professional
    05
    Platform integration across every module
    Accounting and advisory firms use Entity Management as the client register, Compliance Engine for monitoring, Governance Hub for resolutions, and Document Vault for every filing.
    ✓ Full platform · Seamless workflow · One system
    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 filings take 45 minutes each — manual portal lodgement for every Form 484. Re-entering data that already exists in your files
    Client data across multiple systems — entity registers, documents, and ASIC keys scattered across email and drives
    Compliance depends on individuals — when the person responsible is on leave, deadlines slip
    No client self-service — clients call your team for basic entity information that should be available on demand
    Onboarding takes days — hours of manual data entry before a new client's entities are even structured
    With EntityFlo
    Ironclad governance. Immutable records.
    ASIC filings in 30 seconds — pre-filled from the entity register, lodged via API. No portal, no re-entry
    Single platform for every client — switch between clients in a click. Everything visible, always current
    Compliance monitored systematically — every obligation tracked automatically, regardless of who's in the office
    Client portal built in — give clients read-only access to their register. Professional and always current
    Onboarding in minutes — ASIC sync pulls the current register automatically. No manual entry needed
    Other Solutions

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    Multi-generational structure management across trusts and companies.

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    SPVs, joint ventures, and holding structures made simple.

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    Multi-client entity management for legal teams.

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    CoSec Providers

    Run your entire company secretarial practice from one platform.

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    Ready to transform your practice?

    Your first entity is free. No credit card required.

    Book a Demo Get Started

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