What is

Active is a series of integrated modules that run on a single platform. Together, these modules hyper-automate compliance, accounting, and reporting workflows by sharing common data and allowing for fast collaboration between users and clients.

Hyper automation

Improve the speed and accuracy of your compliance workflows and other business processes by automating tasks with artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA).

Precision control over your data

Active puts your data to work to deliver analytics and insights to improve both your and your clients’ business. Get fast and valuable insights to drive workflow optimisation, team support needs and client servicing opportunities.


Active is delivered on a powerful Microsoft platform and integrates fully with the Microsoft products your firm is already using, enabling seamless change management and supporting sustainable growth at scale.

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Active - Workflow Icon


Easy access and team collaboration

Manage the workflow of your entire firm from a single platform. Our Workflow Manager gives you ultimate clarity and control over every job, so you can see exactly how your workload is tracking at any given time. Intuitive dashboards, one-click job creation, simple automation and powerful analytics help you to keep your business productive and profitable.

Know the status of every job and every client – find out who needs help and where your partner presence needs to be

Group data by client, client entities, and individual jobs

Customisable filtering allows you to view only what you need to do your work

Easily collaborate with your team on jobs

Cloud-based — the data you need is available anywhere and in real time

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modern workspace with team working at desks
Active - Workpapers Icon


Easily integrate compliant reports

A comprehensive set of smart Workpapers improves the accuracy and consistency of your data, saving preparation time and reducing review time by senior accountants. It's a new hybrid version of Workpapers, a best of both worlds. With a new web user interface and the flexibility of Excel, users can view and bring in information from the live client file, and easily creating their own standard content and adapting on the fly to client needs.

Enter entity, the required list of reports and declarations appears in the Index

Be 100% confident that all data will be Tier 2 compliant with the latest legislative updates

ATO connection enables client data and BAS information to come together to reconcile GST data

Easily collaborate on jobs with your team with a frictionless process.

Tax template allows integration into an increasing number of tax software products

Uses Excel for calculations while keeping data and management user interface in the cloud

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Calculate your time and cost savings with our easy-to-use calculator

Automation processes built in

No re-keying of data

All templates kept up to date and compliant

Data flows through from connected live client file

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Potential savings

* All time savings are calculated based on typical saving of 15% in preparation time of 6 hours and 50% on review time of 45 minutes

** Costing savings are based on typical accountancy firm salaries from Hays Salary Guide 2022/23

Active - Ledger and Reporting Icon
Coming soon

Ledger & Reporting

Customised, comprehensive,
cloud-based reporting.

Customised, comprehensive,
cloud-based reporting

Easily compile fully compliant financial reports for all entity types, including Tier 2 reports

Integrate with Smart Workpapers to complete workpaper preparation

Integrate with any accounting software and generate financial reports branded to your firm

Enhanced consolidated reporting

All data is synchronised, so you can simultaneously work across two screens at the same time




Closing the gap between analysis and insight through powerful software and data visualisation

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Coming soon

Data Cloud

Complete data transparency

Quick access

All your client and firm data in a quick-access interface for innumerable, instant cross-sectional views

Analyse trends

Spot trends and insights in your data for better firm performance and efficiency

AI insights

Use our cohort analysis and predictive software to see what is likely to be waiting on the market horizon

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team of professionals looking at computer
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Active - Document Management icon
Coming soon


Seamless collaboration

Manage data

Data is grouped in a quick-access interface that can be filtered for instant cross-sectional views 

View controls

Group data by client, client entities, individual jobs, view only what is relevant on your screen


Fast access to all documents and emails in any job  


With any document, fully collaborate with multiple users to view and add simultaneously 


Frictionless process to collaborate with team on all jobs 

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Coming soon

Share & Sign

Get documents signed faster


Facilitates document exchange and digital signatures


Super-efficient end of job completion with clients


Compatible with any digital signature provider

Signing document on tablet

We love to work with others

Active integrates seamlessly with Xero, MYOB AccountRight, MYOB Essentials, Quickbooks Online, Reckon XPA, Class, BGL SimpleFund 360 and Excel.

Revitalise your systems.

Regain control.

Reboot workflows

Re-engage key clients

Revive hidden insights

Success story

Measuring success

With the best tools you can get the best outcome

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"The impact has been significant, the team estimate we save over 45 minutes of processing per job thanks to automated Workpapers."
Tim Naylor, MVA Bennett
Accountants on our platform
Reduced review time
Reduction in reworks

Explore the Active platform

Book in today and see how the Active platform can transform your firm.