Platinum Accounting Australia · Licensee Pathway

Start Your Own Accounting Practice in Australia, Powered by Your AI Team

Platinum's Licensee Pathway gives you an AI team, practice systems, and tax review and lodgement support, so you can run your own practice without hiring staff. Your brand. Your clients. Backed by Platinum.

Licensing, not a franchiseKeep your brand and your clientsNo lock in
50+Practices in the Platinum network
10,000+Tax returns prepared through our system
80%Less time on tax preparation

The Licensee Pathway

What is the Platinum Licensee Pathway?

The Platinum Licensee Pathway is a licensing model, not a franchise, for accountants who want to run their own practice in Australia. You trade under your own brand and own your client base. Platinum provides your AI team, a CRM, tax review and lodgement under Platinum Accounting Australia's tax agent registration, and an education pathway through Platinum Professional Training.

1
Your brandYou trade under your own name, not ours.
2
Your clientsYour client relationships stay yours, always.
3
Built for the long termA 12 month setup program, then your membership continues for as long as you’re in practice. No lock in.

How licensing works

How does the licensing model work?

You run the practice and own the client relationships. Your AI team does the groundwork. Platinum Accounting Australia stands underneath as your foundation, with the tax agent registration, review and lodgement.

Bookkeeping work

Client→You keep 100%

Tax services

Client→Platinum→Your share

Behind the scenes

What runs behind your practice

Your AI teamYou
Mia, AI MarketingRuns your campaigns and brings in client enquiries
→
You meet the client and win the work
Tess, AI Tax PreparationPrepares the workpaper and first draft return
→
You review the first draft
Remy, AI ResearchResearches the client’s situation and options
→
You advise the client
↓
Platinum Accounting Australia does the final review and lodges

*Tax services are delivered and lodged by Platinum Accounting Australia under agreed arrangements. Revenue sharing is explained on your discovery call and in the FAQ below.

Your AI team

Meet your AI team

Three AI team members do the groundwork, so one practitioner can run a full practice. They prepare. You make the call.

M
AI Marketing

Mia markets your practice

  • CRM client database
  • Landing pages and websites
  • Ad campaigns
  • Email campaigns
  • Automated workflows

You: meet the client and win the work

T
AI Tax Preparation

Tess prepares tax work

  • Reads every client document
  • Builds the Excel workpaper
  • Keys the return into Xero Tax
  • Flags gaps for your review

You: review the return before lodgement

R
AI Research

Remy researches the advice

  • Researches the client’s situation
  • Expert insights on their situation
  • Tailored service proposals

You: validate the advice and present it

Read the video transcript

Running your own accounting practice used to mean hiring a team. Not any more. Meet Tess, your AI tax preparation team member. A client sends their documents. Tess reads every one, from income statements to rental schedules and deduction receipts. Within minutes, she builds the Excel workpaper, with every figure linked back to its source. Then she keys the figures straight into Xero Tax, so the return matches the workpaper, line for line. Anything missing or unusual, she flags for you. Tess does the groundwork. You make the call. You review it, Platinum Accounting Australia reviews every return before lodgement, and it's done. That's eighty percent less time on preparation. Your practice. Your AI team. Platinum behind you.

Watch Tess at work

80%

less time on tax preparation

Based on licensee experience across 10,000+ returns prepared in the Platinum network. The hours you get back go into clients, advice and growing your practice.

Book Your Free Discovery Call

Who it is for

Who is the Licensee Pathway for?

Accountants with an entrepreneurial spirit. What qualifies you is your intent to run your own business, not your job title. Start from where you are today.

You are aBookkeeper
→
Broaden into taxTax education and exams · Supervised tax work · Review and lodgement by Platinum
→
You are aCorporate accountant
→
Step into public practicePractical client training · Client development support · Practice systems and CRM
→
You are aRegistered tax agent
→
Multiply your capacityWorkflow assessment · AI team integration · More clients in the same hours
→
Your own AI powered practiceYour AI team, the Platinum foundation, and you leading the clients.

TPB determines registration eligibility. Platinum Professional Training delivers TPB approved agent courses.

Your launch journey

How do I start my own practice with Platinum?

Five stages, each building on the last. Most licensees complete onboarding and system setup within 2 to 6 weeks.

01

Assess

Your starting point and the right pathway

02

Set up

Your practice systems and CRM

03

Activate

Your AI team

04

Serve

Your first clients

05

Grow

Your practice, year after year

Platinum support at every stageEducation and examsReview and lodgementAI team and CRMMonthly coaching program

Stages may overlap. Education, work scope and registration depend on individual eligibility.

Licensing, not a franchise

Accounting franchise or licensing: what's the difference?

A typical accounting franchise means trading under the franchisor's brand, paying franchise fees and committing for several years. The Platinum Licensee Pathway is a licence, not a franchise. You keep your own brand and your own clients, there is no lock in, and you work under Platinum Accounting Australia's tax agent registration with an AI team behind you.

Platinum Licensee PathwayTypical franchiseGoing it alone
BrandYour own brandUsually the franchisor's brandYour own brand
Client relationshipsYours, alwaysOften tied to the franchise agreementYours
CommitmentNo lock in, built for the long termUsually a multi year agreementNone
Establishment feeLowVery highNone, but every setup cost is yours
Tax agent registrationWork under Platinum's registration while you qualifyVariesYou must hold your own
AI teamMia, Tess and Remy (AI Practice packages)RarelyBuild or buy your own
Review before lodgement100% of returnsVariesOnly you
Coaching and trainingMonthly coaching programVariesFind your own

General comparison only. Individual franchise agreements differ.

Packages

Choose your Licensee Pathway package

Every package starts with a 12 month setup program, then your membership continues for as long as you’re in practice. You trade under your own brand while tax services are delivered under Platinum Accounting Australia's tax agent registration.

Traditional

Launch

For accountants who prefer to run their practice the traditional way, without the AI team.

$1,980/month

12 month program, then $99/month membership

Includes

  • Practise under Platinum's tax agent registration
  • 100% review before lodgement
  • Platinum workpaper templates and engagement documents
  • Monthly coaching program: marketing, sales and technical
  • Professional indemnity insurance cover
  • Listing on the Platinum licensee directory
Book Your Free Discovery Call
Most popular AI powered

AI Practice

For accountants who want to run a lean, modern practice with an AI team doing the groundwork.

$1,980/month

12 month program, then $499/month membership

Everything in Launch, plus

  • Your AI team: Mia, Tess and Remy
  • CRM with landing page and website creation
  • CRM coaching
  • Campaign templates set up for you
  • AI workflow setup at onboarding
Book Your Free Discovery Call
Maximum support

AI Practice Plus

For accountants who want to grow fast with the highest level of support.

$2,780/month

12 month program, then $999/month membership

Everything in AI Practice, plus

  • Priority review turnaround
  • Monthly one on one coaching with our founder
  • Platinum runs your ad campaigns (ad spend paid by you)
  • A custom landing page built for you
  • Featured directory listing
  • Eligible to be considered for growth funding from Platinum
Book Your Free Discovery Call

Revenue sharing on tax services and full terms are explained on your discovery call. Growth funding is assessed case by case and is not guaranteed.

Reviews

What our licensees and clients say

Real Google reviews from accountants growing their practices with Platinum.

FAQ

Frequently asked questions

Everything you need to know about building your practice with Platinum Accounting Australia.

What does the AI team do?

Your AI team has three members. Mia handles marketing: your CRM, landing pages, websites, ad and email campaigns, and automated workflows. Tess handles tax preparation: she reads client documents, builds the Excel workpaper, keys the return into Xero Tax and flags gaps for your review. Remy handles research: he researches each client’s situation and prepares insights and proposals. You review and approve everything, and Platinum reviews every return before lodgement.

Do I have to use the AI team?

No. The Launch package is for accountants who prefer to run their practice the traditional way, without the AI team. The AI Practice and AI Practice Plus packages include the AI team, CRM and website tools.

What qualifications and experience do I need to become a licensee?

You need a Bachelor of Accounting, Bachelor of Commerce, or equivalent tertiary qualification in accounting. While CPA or CA membership is beneficial, it is not mandatory. You should have practical accounting experience and an understanding of Australian tax principles. If you are a registered BAS agent looking to expand into full tax services, or hold international accounting qualifications, we can guide you through the pathway to Australian practice. We assess each application individually to ensure you are set up for success.

What if I've never run a business before?

That is exactly who we support. You bring the accounting expertise, we provide the systems, training, mentoring and infrastructure for the business side, so you are never working it out alone.

How much does it cost to become a Platinum Accounting Australia licensee?

There are three packages, each structured as a twelve month program. Launch is $1,980 per month and suits accountants who prefer to work the traditional way, without the AI team. AI Practice is $1,980 per month and adds your AI team, CRM and website tools. AI Practice Plus is $2,780 per month and adds the highest level of support, including monthly one on one coaching with our founder and ad campaigns run for you. After the twelve months, membership continues at $99, $499 or $999 per month respectively. Each package includes setup, training, registration under our tax agent licence, professional indemnity insurance and ongoing support. There is no large upfront franchise fee.

Can I build my practice part-time while keeping my full-time job?

Absolutely. Many licensees begin part-time with 5 to 15 clients, working evenings and weekends, while maintaining their primary employment. You are building a real practice from day one, at a pace that suits your circumstances. You control your hours, client load, and growth pace. As your practice grows, you can transition to full-time when ready. There is no pressure or minimum hours requirement.

What ongoing support do I receive as a licensee?

All licensees join our monthly coaching program covering marketing, sales and technical topics, and receive technical support for complex tax and accounting matters, practice management guidance, compliance and regulatory updates, professional development, and a licensee community. AI Practice adds CRM coaching, and AI Practice Plus adds monthly one on one coaching with our founder.

Do I need my own Tax Practitioners Board registration?

No. You operate under Platinum Accounting Australia's TPB registration (Tax Agent Number 24683431), which significantly reduces your compliance burden and cost. We maintain the registration, handle regulatory requirements, and ensure quality standards. This means you can start serving clients without waiting for individual TPB registration approval. You are covered under our professional indemnity insurance and compliance framework.

Are there territory restrictions or geographic limitations?

No. You can serve clients anywhere in Australia. Many licensees work remotely and serve clients nationally using video conferencing, cloud software, and digital communication. Whether you are in Sydney, Melbourne, Brisbane, Perth, regional areas, or anywhere else, you can build a practice serving clients across Australia. Location is no barrier.

How quickly can I start taking on clients?

Most licensees complete onboarding training and system setup within 2 to 6 weeks and can start serving clients immediately afterward. The timeline depends on your schedule and how quickly you complete the self-paced training modules. Once systems are set up, there is no waiting period. You can onboard your first clients straight away.

Do I need a physical office to run my practice?

No physical office is required. Most clients prefer virtual consultations and digital document exchange, particularly since COVID normalised remote professional services. Our cloud based systems, Xero Tax Manager access, and collaboration tools enable you to serve clients professionally from anywhere. Many successful licensees operate from home offices, meeting clients virtually or at their business premises when beneficial. This significantly reduces overhead costs while maintaining professional service standards.

How does the revenue sharing model work for tax services?

You keep 100% of all bookkeeping revenue you generate with no royalties or percentage fees. For tax agent services provided under Platinum's registered tax agent licence, we share 50 to 65% of the tax service revenue with you, depending on service complexity. The remaining portion covers our quality review, compliance oversight, and lodgement responsibilities. Clients pay Platinum directly for all tax agent services, as required by Tax Practitioners Board regulations, while your bookkeeping fees come directly to you.

What happens if I later obtain my own licence?

The client relationships you build are yours. If you go on to obtain your own registration, your clients remain with you. You are building an asset, not renting one.

What's the difference between this and a traditional franchise?

The Platinum Accounting Australia licensee model is different from a traditional franchise. You are not buying a territory or paying large upfront franchise fees. Instead, you operate under your own brand and license our systems, infrastructure and tax agent registration. Tax services must by law be delivered through a registered tax agent, which is what the licence provides. You operate independently, keep the majority of fees, and access professional support without the rigid requirements of franchise operations. You also retain full ownership of your client relationships.

Still have questions? Talk to our team.

Book Your Free Discovery Call

The Platinum Promise

We can't promise you a number, and we won't pretend to. No honest partner can.

Here is what we can promise.

We give you the systems, the technical support and the proven pathway we spent years building, and we stay beside you while you put them to work.

Do the work, and a year from now you'll be further than most accountants reach in five. You'll have built real skills, real client relationships and a practice that carries your name.

That is something no employer, market downturn or AI tool can take away.

Start your practice

Your practice. Your AI team.
Platinum behind you.

Book a free 15 minute discovery call to find the right package for where you are today. Places are limited, and every licensee is selected personally.

Book Your Free Discovery Call

Licensing, not a franchise · Keep your brand and your clients · No lock in