Practice management
Lead pipeline, CRM, email, tasks, payments and team workflows in one place.
Don't turn compliance into your second job.
OneJuly is purpose-built for Australian accounting and bookkeeping practices preparing for AML/CTF Tranche 2.
No demo required·14-day free trial·Cancel anytime before you're billed
KYC / KYB workflowsEngagement lettersCDD / ECDD task trackingPayments via StripeHosted in AWS Australia
One platform, not five tools
Practice management and compliance — together
Client onboarding, KYC/KYB, engagement letters and AML/CTF workflow records in one Australian-hosted platform.
Client onboarding
Identity capture, engagement letters, consents, branded portal and a full audit trail.
AML/CTF Tranche 2
KYC and KYB workflows, risk assessment, CDD/ECDD task tracking and record-keeping support.
Secure AWS cloud
Hosted in the AWS Australia region with data residency controls, encryption and continuous backups — managed for you.
Where to start
Pick the path that fits you
New to AML/CTF Tranche 2
Unsure about your obligations? We'll guide you through the basics and Tranche 2 reforms.
Tranche 2 basicsAML/CTF Tranche 2 for accountants
Need practice management + compliance
You know the rules. Run client onboarding, KYC/KYB and AML/CTF records from one secure platform.
Client onboardingClient onboarding walkthrough
Ready to compare plans
Transparent pricing you can buy online. Start a 14-day free trial — no demo required.
PricingPlans explained in 60 seconds
Purpose-built for Australian practices facing Tranche 2
Solo accountants & bookkeepers
Individual practitioners managing their own client base and compliance workflows.
Learn moreSmall practices
Teams of up to five staff running onboarding, tasks and AML/CTF records together.
Learn moreGrowing firms
Larger practices needing email, document management and advanced reporting.
Learn moreMulti-service practices
Firms combining tax, bookkeeping, advisory and compliance workflow administration.
Learn morePlans & pricing
Transparent plans you can buy online
14-day free trial on any plan. All prices include GST.
Starter
For solo accountants & bookkeepers$55/mo incl. GST
- 1 user, 50 clients
- 20 GB storage included
- Client onboarding portal
- KYC / KYB workflows
Practice
For small practices$99/mo incl. GST
- 5 users, 250 clients
- 100 GB storage included
- Everything in Starter
- Workflow & task management
Firm
For growing firms$149/mo incl. GST
- 15 users, 1,000 clients
- 200 GB storage included
- Everything in Practice
Need more clients or users? Upgrade limits from inside your account — no sales call. Compare full feature matrix →
FAQs
Do I need to book a demo?
No. OneJuly is self-serve. You can create an account, choose a plan and start immediately — explore with sample data first, then switch to your live practice workspace.
Is OneJuly legal or compliance advice?
No. OneJuly provides workflow and record-keeping tools. Your practice remains responsible for determining and meeting its own AML/CTF obligations, and for obtaining professional advice where required.
When do AML/CTF Tranche 2 obligations start?
According to the Department of Home Affairs and AUSTRAC, newly regulated Tranche 2 entities can enrol from 31 March 2026, with obligations commencing from 1 July 2026. OneJuly provides workflow support to help you prepare — confirm your specific obligations with AUSTRAC and your own advisers.
Is client data hosted in Australia?
Yes. OneJuly is hosted in the AWS Australia region with Australian data residency controls. Data is encrypted in transit and at rest.
Do I need a credit card to start the trial?
Yes. You add a card to begin your 14-day free trial, but you're not billed until the trial ends. Cancel anytime before then from your account settings and you won't be charged.
Get started today. It's quick, easy and free.
Discover how OneJuly helps your practice manage clients, onboarding and AML/CTF workflows — peace of mind guaranteed.
No obligation during your 14-day trial
- 14-day free trialStart on any plan. Explore with sample data before you add real clients.
- Self-serve setupNo demo, no sales call. Guided checklists and templates from day one.
- Australian-hosted cloudAWS Australia region, encryption in transit and at rest, incl. GST pricing.
EOFY 2026 pricing locked until 30 June 2026 — start now to hold your rate for 24 months.