Stop chasing documents. Start doing the work that counts.
For accountants tired of chasing client documents — and investors tired of tax-time scrambles.
Clients forward rent statements, broker reports, and fund documents as they arrive —
so your firm can review and lodge — not reconstruct from email.
Built for Australian accountants, agents, and their investment clients — property, shares & SMSFs.
Without a system, investors:
- Leave invoices and statements buried in their inbox
- Reconstruct income and expenses at the end of the year
- Juggle separate spreadsheets for each property, portfolio, or fund
- Reply "I'll send it tomorrow" when their accountant follows up again
Sourcery keeps client records complete all year — so someone isn't chasing them at lodgement time.
If you're an accountant, you already know you:
- Lose hours every week on email reminders and follow-up calls for missing statements
- Block out time for a job, then stall because the file isn't complete
- Can't answer client queries confidently when source documents aren't in one place
- Absorb chasing as unbillable overhead — or charge for it and frustrate slow clients
Sourcery moves the document chase off your desk — clients forward to their Agent Inbox; books build through the year. You review, reconcile, and advise.
How it works
Clients forward to a secure Agent Inbox
Each portfolio has its own address. Clients email investment documents as they arrive — rent statements, broker confirmations, fund reports.
Documents are processed into organised books
Sourcery extracts and links transactions to the right investments. Your team isn't re-keying attachments from Gmail.
Review and lodge — don't chase
Switch between client portfolios from one login. Export or share books when you're ready to work — like an auditor receiving a prepared file.
Less chasing. Better books. For firms and their clients.
For accountants
Stop the email chase
Clients forward documents continuously — your team isn't the first reminder in their inbox.
For accountants
Schedule work with confidence
Open a client file knowing statements are already captured and linked to investments.
For accountants
Multi-client from one login
Manage property, share, and SMSF portfolios for every client without separate spreadsheets.
Audit-ready by default
Fully documented records — no scrambling when ASIC, the ATO, or a trustee query lands.
For accountants
Investors stay on side
Clients who forward promptly get faster turnaround; slow responders are visible in one place.
For investors
No more tax-time reconstruction
Books stay current through the year — for SMSFs, rentals, and share portfolios alike.
Simple, transparent pricing
Same plans for individual investors and accounting firms — per-document PAYG or monthly credits. Firms bill clients; clients can subscribe direct.
Do the work that counts — not the document chase
Built for Australian accountants & agents · Investment property, shares & SMSFs · Secure document storage · Client portfolios under one firm login
Your clients forward documents. You do the rest.
Give each client an Agent Inbox. Books build through the year. Lodgement season becomes review — not archaeology.