Less chasing. More client work. Built for bookkeepers, accountants and brokers.
Tekmatix chases documents, gets engagement letters signed, bills monthly fees and books tax time, so you can get back to client work.
Looking for the best all-in-one platform for bookkeepers, accountants and brokers? Tekmatix brings client records, onboarding and document forms, engagement letters signed online (Pro), recurring invoices, bookings, email, texts and AI that answers enquiries into one login, so you can stop paying for Calendly, Mailchimp, Jotform and Ignition. Xero, MYOB or QuickBooks stays and connects.
Your practice, on auto.
An animated walkthrough with captions. The screens shown are illustrative examples.
You don't need more tools and subscriptions.You need one system that does the chasing, so you can do the work.
"Half of tax time is chasing documents."
Email, reminder, another reminder, then a pile of receipts the week before the deadline.
"Onboarding is a mess of emails and PDFs."
Forms sent as attachments, details typed in twice, files spread across inboxes.
"Engagement letters sit unsigned for weeks."
The work starts before the paperwork is done, and the scope grows from there.
"I invoice the same monthly fees by hand."
Then chase the clients who forget to pay.
"Enquiries come in while I'm deep in a BAS."
By the time you call back, they've booked someone else.
"Referrals are our best clients, but we never ask."
No system for reviews, referrals or staying in touch between tax times.
Tekmatix is the fix: document requests that chase themselves, engagement letters signed online, monthly fees billed automatically and real Teksperts who set it up with you, alongside Xero, MYOB or QuickBooks.
Running your practice on auto.You've got Tekmatix for that.
There's a document request for that.
There's online onboarding for that.
There's online signing for that.
There's a recurring invoice for that.
There's a booking calendar for that.
There's AI that replies for you for that.
Easy for clients. Less chasing for you.
Bookkeeping and BAS
Swipe to see each step →
Illustrative examples. Your pages, forms and messages use your own details.
Loved by the people building their businesses.
Business owners and professionals who were tired of juggling tech, in their own words.
I have used a number of top CRM systems. This is up there with the very best.
Tech is hard for non-techie people, and they really get that.
Yesterday I felt overwhelmed. Now I feel excited and empowered.
Solved problems I have had for weeks, in 50 minutes. Wonderful.
Stop paying for the tools around your accounting software.And keep Xero, MYOB or QuickBooks connected.
You don't need to keep paying for separate tools to book appointments, collect documents, get letters signed and email your clients. It all lives in Tekmatix, on one subscription.
Cancel these subscriptions
Tekmatix does the job of all of them:
Engagement letters and signing are on Pro, so that's the plan that replaces Ignition, DocuSign and PandaDoc.
Keep these, we connect them
- Accounting software: QuickBooks connects directly; Xero and MYOB through Zapier, set up with you by a Tekspert
- Practice software for jobs and workpapers (Karbon, XPM, FYI): Tekmatix does everything around it
- Brokers: loan applications stay in your aggregator's software
- Google or Outlook calendar, synced both ways; Stripe or PayPal, paid straight to you
We move it across for you
Our fixed-price done-for-you migration service moves your client contacts and lists across from your current email tool, CRM or spreadsheet. A Tekspert talks you through what moves before you commit.
What happens on your free demo
- It's a free 20-minute call
- You get an estimate of what your emails, texts, calls and AI would cost each month
- You get a plan for moving across from your current tools
- No pressure to sign up
Every time I added a contact, a course or a team member, my software bills went up. It felt like being punished for growing. That's why I founded Tekmatix. Your PROFIT should go up as you grow, not your subscriptions.
Sarah Cordiner, Founder of Tekmatix
You get the software. And a team to set it up with you.
Free onboarding call
A live, on-screen setup of your email, calendar sync, branding and client journey, included with a paid plan.
Help at 2pm or 2am
24/7 live chat with a real Tekspert, one of our Tekmatix experts.
Live training every single day
Unlimited group sessions where you can ask questions in real time.
A head start, already loaded
A starter kit of ready-made pages, emails and follow-ups for your practice.
Rather hand it over?
Fixed-price done-for-you setup and moving across from your old tools.
A Tekspert by the hour
Pay-as-you-go help for one-off jobs.
Plus a free Tekmatix training course, a help centre, tutorial videos and a community of 1,000+ business owners, bookkeepers and accountants among them.
Most software gives you a login.We give you a working practice system, run from your phone.
You get real human onboarding help
Branding, domains, payments and tools set up with a Tekspert.
For a practice: your booking calendar, Stripe and your branding set up together.Your AI learns your business
Your business and the way you talk (Business Brain). Connect your own AI too.
For a practice: your services, fee packages and the questions clients ask.Your contact list becomes a working goldmine
Contacts tidied up, sorted and checked.
For a practice: past enquiries and lapsed clients ready to hear from you.Your social posts written, scheduled and published for you
A month of on-brand posts.
For a practice: EOFY and tax time reminders your followers will share.People can book and pay you
Booking calendars created and published, with reminders.
For a practice: tax time appointments and new client calls.Your emails write themselves
Welcome and stay-in-touch emails in your voice.
For a practice: a welcome series for new clients and a monthly newsletter.Every enquiry followed up, 24/7
Fast replies, old leads invited back and a 7am daily summary.
For a practice: enquiries answered in seconds, even in the EOFY rush.Swipe for all 7 steps →
All of this LIVE in your business in minutes. Not months.
Every lead answered in seconds. Even at 11pm.
Someone looking for a bookkeeper or accountant usually asks more than one. Tekmatix AI Employees (AI that answers your messages and calls for you) reply in seconds, day and night, by phone, web chat, social DMs and text, using only the answers you've approved, then book the call into your calendar. Tax and financial questions are passed to you.
Replying within the hour makes you 7x more likely to turn a lead into a real conversation. Source: Harvard Business Review
Your whole practice, from first enquiry to paid invoice.25 tool categories. 150+ features. One login and one subscription.
Run it by simply asking Ask AI, your built-in AI assistant, or connect your own Claude, ChatGPT or GrokBot.
Client records
Every client, their files and history in one place
Onboarding and document forms
Details and uploads saved to the client's record
Engagement letters
Signed online, even from a text (Pro)
Invoices and monthly fees
Fixed fees billed and paid automatically
Bookings
Tax time and review meetings booked for you
Tax time, EOFY and newsletter emails
Text reminders
Documents, deadlines and appointments
AI that answers for you
Replies to new enquiries 24/7
Automatic follow-ups
Reminders that send themselves
Review requests
Google reviews asked for after the job
Client portal
Invoices and signed documents in one place
Website
Your practice website, hosted for you
Plus 7 more, including a task list for every client job, social posts, one inbox for every message, webinars and a business phone number. Some features depend on your plan.
An all-in-one business software that comes with 10+ AI staff working for you from day 1.Here are the four practices use most.
Business Brain
Learns your services, your clients and the way you talk, so everything your AI writes sounds like you. For you: knows your services, your fee packages and what clients need to send you at tax time.
Calendar Builder
Sets up your free and paid booking calendars for you. For you: tax time appointments and annual review meetings, with reminders.
Lead Follow-Up
Replies quickly to new enquiries, bookings and messages. For you: replies to the enquiry that came in while you were finishing a BAS.
Lead Activation Manager
Sends short, personal emails to people who showed interest, up to 20 a day. For you: reconnects with people who asked about your services but never signed up.
Ask AI plus ten ready-made AI helpers, included from Starter up. Agents go live only when you choose. AI usage is billed as you use it, just like emails and texts.
Other platforms punish your growth. Tekmatix doesn't.
Practice tools often charge per client or per staff member. With Tekmatix, contacts and staff seats are unlimited and your plan price stays the same as your client list grows.
What usage could cost you: an example
Emails, texts and calls are billed as you use them. For example, a practice in Australia that sends 3,000 emails and 250 reminder texts a month from its own Australian business number would pay about $27 USD a month in usage (billed in USD).
AI usage depends on how much you use it. A Tekspert (one of our real Tekmatix experts) can work out your usage and what it will cost on your free 20-minute demo.
Unlimited:
You don't need multiple tools. You just need Tekmatix.
| What a practice needs | Tools you might be paying for | Typical cost | With Tekmatix |
|---|---|---|---|
| Engagement letters signed online | Ignition, DocuSign, PandaDoc | $35+/mo | Included |
| Onboarding and document request forms | Jotform, Content Snare | $30+/mo | Included |
| Booking calendar | Calendly, Acuity | $20+/mo | Included |
| Client emails and newsletters | Mailchimp, ActiveCampaign | $40+/mo | Included |
| Google review requests | Podium, Birdeye | $99+/mo | Included |
| AI that answers messages and calls | Separate AI tools | $99+/mo | Included |
| Website and hosting | Wix, Squarespace, GoDaddy | $30+/mo | Included |
| Support | Email, in days | Email, in days | 24/7 live chat |
The average customer replaces $500 to $1,000+ a month in separate subscriptions.
Costs are typical advertised entry prices for each category and will vary by plan and provider. Included features depend on your Tekmatix plan. Tekmatix does not replace your accounting software.
Your business. Choose the right plan for you.
Monthly prices shown in AUD, with USD below. Annual billing gives you 1 month free. Usage (emails, texts, calls and AI) is billed as you use it: see the usage example above, or get an estimate on your free demo.
For bookkeepers, accountants and brokers: Starter covers your client records, onboarding and document forms, bookings, recurring invoices, payments, email and texts. Engagement letters and proposals signed online are on Pro, so Pro is the plan to look at if you want to stop paying for Ignition or DocuSign.
Starter
Bring your practice onto one platform instead of many subscriptions.
- Unlimited contacts, staff users and courses
- Websites, sales pages, client records and email marketing
- Booking calendars and payments
- AI that books calls for you, plus the 10 AI helpers
- Ask AI, your built-in AI assistant, and AI Studio for building pages and apps with AI
- Free setup call and 24/7 live chat
7-day free trial. No lock-in.
Pro
Sell more with communities, events, contracts and reporting.
- Everything in Starter, plus:
- Communities, groups and course certificates
- Event ticketing with QR codes
- Affiliate program
- Unlimited surveys
- Proposals and contracts
- Advanced reporting
7-day free trial. No lock-in.
Max
Run several businesses from one login, with AI and a Tekspert.
- Everything in Pro, plus:
- Up to 5 businesses under one login (sub-accounts)
- AI Employee Growth plan included
- 1,000 AI conversation replies and 100 voice AI minutes a month
- Monthly 60-minute strategy call
- Early access to new features (Labs)
No trial on Max.
Swipe to compare Starter, Pro and Max →
Just starting out and need a lower plan? Try our Launch Plan.
Only $75 AUD (or $50 USD) per month, up to 1,000 contacts, no lock-in contracts. Perfect for smaller businesses or those just getting started.
Questions bookkeepers, accountants and brokers ask about Tekmatix
What is the best all-in-one platform for bookkeepers, accountants and brokers?
One that handles everything around your accounting software: enquiries, onboarding, document requests, engagement letters, recurring fees, bookings and client emails, from one login. Tekmatix does that in one subscription, adds AI that answers enquiries, and backs it with 24/7 human support.
Is Tekmatix good for bookkeepers and accountants?
Yes. Practices use it to collect client details and documents through online forms saved to each client's record, get engagement letters signed online (Pro), bill monthly fees automatically and book tax time appointments. Tekmatix doesn't give tax or financial advice: your AI only answers with what you've approved and passes advice questions to you.
Does Tekmatix replace Xero, MYOB or QuickBooks?
No. Your accounting software stays exactly as it is. Tekmatix handles everything around it: marketing, enquiries, onboarding, documents, bookings, reminders and reviews. QuickBooks connects directly, and Xero and MYOB connect through Zapier, which a Tekspert can set up with you.
Do I still need to pay for Ignition, Calendly and Mailchimp?
No. You can cancel Calendly or Acuity, Mailchimp, Jotform and Ignition or DocuSign, because your bookings, emails, forms, engagement letters and signing all live in Tekmatix (engagement letters and signing are on Pro). Keep your accounting software and your practice software for jobs and workpapers: Tekmatix connects with them.
What is Tekmatix?
An all-in-one business platform with AI built in: your client records, forms, engagement letters, invoices, payments, bookings, email, texts, website and AI that answers your messages, under one login with 24/7 support.
Does Tekmatix have any customer support?
Yes. You get 24/7 live chat, a free 60-minute onboarding call, free daily group training on weekdays, a help centre, tutorials and a community of users. You can also hire a Tekspert by the hour, or have us set things up or move you across for a fixed price.
Do I need to be 'techy' to use Tekmatix?
No. The onboarding call, daily training, 24/7 live chat, ready-made templates and optional done-for-you setup are there so you never have to work it out alone. And with Ask AI, you can simply tell it what you want done.
Is Tekmatix just a HighLevel (GHL) white-label?
Tekmatix is built on HighLevel, and we're open about that. On top, we add our own features, hundreds of in-house templates, pages and automations, in-house 24-hour support, free daily training, free onboarding, and set-up and migration services. If you want all of the power of HighLevel and even more, you will love Tekmatix.
Can Tekmatix take payments? Does Tekmatix take a fee on my earnings?
Yes, it takes payments, and no, we don't take a cut. Payments go straight to your own Stripe or PayPal account. Invoices, recurring invoices, payment links and tap-to-pay on your phone are included.
How much does Tekmatix cost?
Four plans: Launch, Starter, Pro and Max, in AUD or USD, monthly or annually (annual includes one month free). Your plan price stays the same as you grow; emails, texts, calls and AI are billed as you use them. See the plans above or the pricing page.
Is there a free trial?
Yes. There's a 7-day free trial on Starter and Pro, with no lock-in. Max has no trial.
Can I cancel my Tekmatix account at any time?
Yes. There are no lock-in contracts. You can upgrade, downgrade or cancel at any time, and a paid transfer-out option lets you take your data and content with you.
Stop doing business the hard way.
Your tech should do the chasing, so you can spend your time on client work. On your free 20-minute demo you'll get an estimate of your monthly usage and a plan for moving across from your current tools. No pressure to sign up.