Accountant access included
Invite authorised practice users without adding a separate practice-access subscription.
Chart for accounting practices
A clearer accounting workspace for your client portfolio.
Keep client files in one focused accounting workflow, with authorised accountant access included. Practices considering Chart across multiple organisations can email us to enquire about a tailored partner arrangement.
Accountant access includedPortfolio onboardingEmail-based enquiries
Built for portfolio work
Give the practice a clearer view across client organisations.
Chart keeps the accounting sequence visible—from source transaction to ledger and report—while practice access stays connected to each relevant client organisation.
Context from source to report
Review bank imports, ledger detail, GST records, journals, period locks and financial reports in one flow.
A portfolio-based enquiry
Share the billing responsibility, approximate organisation count and rollout requirements directly with Chart by email.
Email-based onboarding guidance
Plan client onboarding in controlled groups, with the relevant guidance and next steps documented by email.
How it works
Start with a practice enquiry.
- 01
Identify the practice
Tell us the practice name, ABN, website and the person responsible for the proposed relationship.
- 02
Describe the portfolio
Share the approximate client-organisation count, billing approach and expected onboarding timing.
- 03
Receive a private proposal
If the fit is suitable, Chart confirms the commercial and onboarding terms directly with the practice.
A tailored review
Every practice portfolio is different.
Portfolio size is only one factor. Billing responsibility, onboarding work, support requirements and expected continuity also affect whether a partner arrangement is appropriate. If there is a suitable fit, the relevant proposal is provided directly to the verified practice.
Email-based communication
- Practice enquiries and follow-up questions are handled by email.
- Relevant information and agreed next steps remain clear and documented.
- Any proposal is provided directly after the practice and portfolio have been reviewed.
The public Chart annual plan remains available to individual organisations. A practice enquiry does not guarantee a particular commercial arrangement.
Practice questions
What to know before contacting Chart.
Is there a separate fee for practice access?
No. Authorised accounting-practice users can be invited to subscribed client organisations without a separate practice-access fee.
Who is the Practice Partner enquiry for?
It is for accounting and bookkeeping practices considering Chart across multiple client organisations. We first confirm the practice, portfolio profile and proposed rollout.
How are commercial terms provided?
After reviewing the practice and proposed portfolio, Chart provides any suitable private proposal by email, based on the billing approach and onboarding requirements.
How does Chart communicate with practices?
Practice partnership enquiries, follow-up questions, proposals and onboarding communication are handled by email so the relevant information and agreed next steps remain clear and documented.
What should we include in the enquiry?
Please include the practice name, ABN, website, contact person, approximate client-organisation count, preferred billing approach and expected onboarding timing.
Practice Partner enquiry
Tell us about the practice and proposed portfolio.
Practice partnership enquiries and follow-up are handled by email at support@urchart.com. The enquiry is pre-filled with the information needed for an initial review.