A modern CRM for growing teams

Run the jobs. Keep the books.

Quotes, invoicing and job costing with a real double-entry ledger behind them — a CRM your whole team runs the business from, with Australian GST and BAS built in.

No credit card required Your own isolated database Ready in seconds
Preview of the Digital Boss dashboard
One dashboard, every job Built for growing teams Your own custom domain Isolated, private data
Features

The team, the jobs and the books, in one place

A CRM your whole team runs the business from — customers, leads, projects and tasks on the front, job costing and a real double-entry ledger with Australian GST and BAS on the back.

01

Real Double-Entry Books

A full general ledger behind every invoice, bill and payment — trial balance, profit and loss, and balance sheet, kept on a cash AND an accrual basis at the same time. Import your bank statement, reconcile it, and lock the quarter once it has been reported.

02

Australian GST & BAS

Say whether you are registered and whether your prices include GST, and every transaction lands in the right BAS box — G1, G10, G11, 1A and 1B — ready to check before you lodge.

👥

Team & Project Management

Plan projects, break them into tasks, and allocate them to your staff or to a third-party contractor. Track time against the job, give every person a role that decides what they can see, and know who is on what.

🤝

Customers, Leads & Support

A CRM your whole team works from: every customer and contact in one place, a leads pipeline that turns enquiries into quotes, support tickets with full history, and a branded portal where customers find their own invoices and files.

🧾

Quotes, Invoices & Payments

Send quotes and invoices under your own brand, show your bank details so customers know where to pay, and take payment online.

🔨

Job Costing

Materials, subcontract labour and capital purchases costed against the job, with your markup carried through to the customer's invoice.

📄

Vendors & Payables

What you owe each supplier, aged the way a bookkeeper expects, with a full ledger per vendor and a Taxable Payments report for your contractors.

🔒

Your Own Isolated Workspace

Every account runs on its own private, fully isolated database. Your data is never mixed with anybody else's.

Proposals, estimates & invoices

Win the work, then get paid for it

From the first proposal to the final payment, every document goes out under your brand and carries straight through to the next. Nothing is typed twice.

Proposal→Estimate→Invoice→Paid
📝

Proposals that win work

Send a polished, branded proposal your customer can read, comment on and accept online with their signature, then turn it into an estimate or invoice in one click.

📐

Estimates and quotes

Price the job line by line with GST worked out for you, set an expiry date, and let the customer accept online. An accepted estimate becomes the invoice.

🧾

Invoices that get paid

Tax invoices under your brand with your bank details on them, recurring invoices for regular work, and automatic reminders when one is overdue.

💳

Payments and credit notes

Record full and part payments, take payment online, and issue credit notes when something needs to be put right. Every payment lands in your books.

🌐

Your own customer portal

Customers log in to see their proposals, estimates, invoices and payments in one place, so fewer "can you resend that?" emails.

📊

Know what's coming in

See what is quoted, accepted, invoiced and still owed at a glance, with GST on every document ready for your BAS.

Projects & your team

Run every job, big or small, with your whole team

Plan the work, hand it out and see where everything is up to, whether it's a one-day job or a project that runs for months.

🗂️

Projects made simple

Set up a project for each job with its customer, dates and budget. Break it into tasks and milestones and follow it on a timeline.

✅

Tasks your team can follow

Assign tasks to staff or contractors with due dates, checklists, files and comments, so everyone knows what they are doing today.

⏱️

Time tracking and billing

Log time against tasks with timesheets, then bill the hours or the tasks straight onto the customer's invoice.

👥

Manage your team

Add staff in minutes and give each person a role that decides what they can see and do. Subcontractors are never charged as users.

💬

Work with your customer

Share project progress, files and discussions with your customer through their portal, so updates are in one place and not lost in email.

🔔

Nothing slips through

Reminders, a shared calendar and a clear view of overdue tasks keep jobs on time, and job costing shows whether each one made money.

Payroll

Australian payroll for small and medium businesses

Pay your team on the cycle that suits each group of employees, with PAYG, super and leave worked out for you under Australian rules.

WeeklyFortnightlyMonthly
📅

Every pay frequency, side by side

Run weekly, fortnightly and monthly pay calendars at the same time. Hourly, salaried and package employees, part-period pays for starters and leavers, and off-cycle final pays.

🧮

PAYG withholding built in

Tax worked out from the ATO tax tables, kept up to date for you: tax-free threshold, study and training loans, working holiday makers, bonuses and back pay.

🏦

Super on every pay

Super guarantee calculated on every pay, plus salary sacrifice and extra employer contributions, paid to any APRA fund or a self-managed super fund.

🌴

Leave that keeps itself

Annual and personal leave accrued every pay, leave loading, and long service leave by each state's rules. Every accrual and every day taken kept in the employee's history.

🧾

Payslips and bank files

Branded PDF payslips emailed to each employee, year-to-date totals on every payslip, and a bank file to pay everyone in one upload.

👋

Terminations done right

Final pay for resignation, dismissal, redundancy, ill health and more: notice, unused leave, long service leave and termination payments taxed the way the ATO requires.

📈

Pay history and year-end

Every change to an employee's salary or hourly rate is kept with the date it took effect. Bring year-to-date figures across from your old payroll, with corrections recorded and explained.

🔐

Secure by design

Payroll opens only with two-factor login and its own payroll roles. Every view and change is logged, and tax file and bank account numbers are encrypted with AES-256.

🇦🇺

Hosted in Australia

Your payroll data stays in Australia, in your own private, isolated database, never mixed with any other business.

Coming soon

Single Touch Payroll (STP) Phase 2 reporting

Report each pay to the ATO straight from Digital Boss, the moment you finalise your pay run. No separate STP portal and no re-keying.

  • Reports every pay as you run it
  • Phase 2 income types and tax treatments
  • Corrections and year-end finalisation
How it works

From sign-up to your first BAS

No implementation project, no onboarding call required — your workspace is ready the moment you register.

1

Create your workspace

Register your company and pick a plan — your own private, isolated database is provisioned automatically, in seconds.

2

Bring your team & data in

Invite staff, add your customers and suppliers, and enter what you were owed and owing on the day you started. Nothing has to be re-keyed from scratch.

3

Quote, invoice & reconcile

Send quotes and invoices under your brand, cost every job as you go, and let the ledger build itself behind you — run it alongside your current system until a full quarter agrees.

Pricing

Simple, transparent pricing

Every plan includes a free trial. Cancel anytime.

Monthly Yearly save up to 20%

Starter

The whole system for a small operator. Quotes, invoices, jobs, real double-entry books, GST and BAS.

$39/mo AUD

30-day free trial

  • Up to 2 staff users
  • Unlimited contacts
  • Unlimited invoices
  • Quotes, invoices, payments & customers
  • Projects, tasks & team management
  • Double-entry books, GST & BAS
  • Job costing — revenue vs cost per job
  • Vendors, payables & TPAR
  • Bank reconciliation & accountant export
  • Unlimited subcontractors — never charged as users
  • Self-serve onboarding
  • Email support
Start free trial

Business Team

For a full office and crew. Fifteen users, priority support and migration done for you.

$149/mo AUD

30-day free trial

  • Up to 15 staff users
  • Unlimited contacts
  • Unlimited invoices
  • Quotes, invoices, payments & customers
  • Projects, tasks & team management
  • Double-entry books, GST & BAS
  • Job costing — revenue vs cost per job
  • Vendors, payables & TPAR
  • Bank reconciliation & accountant export
  • Unlimited subcontractors — never charged as users
  • Onboarding & data migration done for you
  • Priority support + phone
Start free trial
FAQ

Frequently asked questions

No, and you should not. Digital Boss runs alongside whatever you use now: your books post in parallel, and a readiness checklist reconciles receivables, payables and the trial balance for you. You switch over when a full quarter agrees — not before.

Yes. Tell it whether you are registered for GST and whether your prices include it, and every invoice, bill and expense is coded to the right BAS box — G1, G10, G11, 1A and 1B. You review the figures before you lodge; Digital Boss prepares them, it does not lodge on your behalf.

Both, at the same time. Every entry is tagged with the basis it belongs to, so switching the report switches the numbers — nothing has to be re-entered, and you do not have to decide up front.

Allocate a task to a third-party contractor, record their invoice as a bill, and pay it from the payables screen. At year end the Taxable Payments report lists every reportable contractor and reconciles itself against the ledger.

Yes. Every staff member is given a role, and roles carry permissions area by area — invoices, expenses, projects, vendors and the rest — with separate view, create, edit and delete rights. Third-party contractors are not staff at all: you can allocate a task to one without giving them a login or using up a seat.

Not yet. Payroll and Single Touch Payroll are out of scope for now, so keep using what you have for wages.

Every plan starts with a free trial, no credit card required. You get full access to your own private workspace from the moment you sign up.

Yes. Every account runs on its own dedicated, fully isolated database — your data is never mixed with any other customer's.

Yes, you can upgrade or downgrade your plan at any time from your account settings.

Custom domains are supported — contact us to get yours connected.

Run the jobs. Keep the books.

Start your free trial today — your own private, fully isolated workspace, set up in seconds.

Contact

Let's talk about your workspace

Questions about plans, custom domains, or anything else? We're happy to help you get set up.

  • Free trial on every plan, no credit card required
  • Your own isolated, private database from day one
  • Custom domains supported on request