Klaris for Accountants
Give your firm a single trust structure mapping tool for every client group. Built for Australian accountants serving high net worth clients.
The problem: fragmented client wealth and hidden gaps
If you work with high net worth client groups in Australia, you already know the problem. Client structures live in too many places: trust deeds in shared drives, ASIC extracts in a different folder, SMSF details in another system, and working spreadsheets on individual desktops.
Every year you piece the picture back together:
- Rebuilding structure diagrams from memory and old notes
- Chasing missing documents across email threads and filing cabinets
- Trying to explain a complex web of entities to clients who see only disconnected reports
This fragmentation wastes partner time, makes reviews harder than they need to be, and creates real succession risk if a key person leaves or retires.
Klaris gives your firm and your clients a single, visual map of their wealth structures, built for Australian tax and trust rules, so you can focus on advice instead of reconstruction.
A structure visualisation layer for your entire client group
Klaris is wealth structure visualisation software for Australian accountants and financial advisers who serve high net worth clients and complex family groups. You remain the primary adviser; Klaris gives you and your clients a shared, visual view of entities, relationships, and flows.
Built for Australian accountants
- Focused on Australian structures: discretionary and unit trusts, companies, SMSFs, inter-entity loans, testamentary trusts, beneficiaries, and controllers.
- Designed for firm workflows: partner review, manager preparation, and client meetings all anchored around the same living structure map.
- B2B2C by design: your firm licenses Klaris, you bring it to your high net worth clients as part of your service, not the other way around.
How Klaris helps your firm
See the full picture before you advise
Every group you look after gets a single, visual map that shows:
- All entities in the group, with their roles and attributes
- Shareholdings, trust interests, and inter-entity loans
- Where control and economic benefit sit today, and where they are intended to go
You and your team can see the structure in minutes, not hours, and you start every piece of work with the right picture in front of you.
Reduce discovery time and rework
Review season becomes cleaner when everyone works from the same model instead of different versions of spreadsheets.
You spend less time asking clients to resend the same documents and more time focusing on issues that matter.
Make complex conversations simpler for clients
Clients often see your work through a tax return or a set of financials. Klaris lets you show them their structures in a way that is easy to understand: they can see entities, links, and outcomes, not just line items.
That makes risk and opportunity conversations easier: what happens if a controller dies, where loans sit, whether the intended succession path is actually reflected in the structure today.
Security and compliance your partners can stand behind
Your clients trust you with their most sensitive information. Klaris is built to meet that standard.
Australian hosting and data residency
Production data is hosted in Australian data centres so client information remains within Australian jurisdiction. This supports your obligations under the Australian Privacy Act and your own internal data residency policies.
Encryption as standard
All connections to Klaris are encrypted in transit with modern TLS. Data at rest is encrypted using AES-256 encryption, the industry standard for protecting sensitive information.
Privacy Act and APPs aligned
Klaris is designed with the Australian Privacy Principles in mind. Our Privacy Policy explains how personal information is collected, stored, used, and deleted, and we support response processes consistent with the Notifiable Data Breaches scheme.
Key features for accounting firms
1. One visual map for each client group
Instead of scattered documents, each client group gets a living structure map that your whole team can understand.
You can see trusts, companies, SMSFs, loans, and key parties in one place, and you can update the model as the structure changes over time.
2. Built for multi-advisor collaboration
Klaris supports collaboration between accountants, financial advisers, lawyers, and the family where appropriate.
You control who is invited into each structure and what they can see, so you can bring other professionals into the picture without losing control of the relationship.
3. A better review and succession tool for partners
Partners can open a single view and quickly understand how a client group is structured, where risks sit, and what has changed since the last review.
When you begin planning succession within your own firm, Klaris helps new partners and senior managers understand client groups without starting from a blank page.
4. KRSP: a consistent framework for documenting structures
Klaris is built around the KRSP Framework: Know, Record, Structure, Protect.
- KnowIdentify every entity, trust, SMSF, and key party in the group.
- RecordCapture details and relationships in one consistent place.
- StructureMap ownership, control, and flows clearly.
- ProtectMake sure the structure supports the succession and risk outcomes your clients are aiming for.
Common questions from accounting firms
Is Klaris going to replace our practice management or tax software?
No. Klaris sits alongside your existing systems.
You continue to use your practice management, tax, and document tools for compliance and lodgement. Klaris sits on top as a structure visualisation layer that gives you and your clients clarity.
How does Klaris fit into our engagements with high net worth clients?
You use Klaris as part of your service.
For a given client group, you and your team build the structure map from the documents and information you already hold, then you use that map in reviews, planning sessions, and succession discussions. Clients and other advisers can be invited in where it makes sense, but you stay at the centre of the relationship.
What does the one-month trial involve?
For qualified accounting and advisory firms, we offer a free one-month trial so you can see Klaris with real client structures before you commit.
You select a small set of representative client groups, we help you apply the KRSP Framework to build their structure maps, and you can see how much time and friction that removes from your next round of reviews.
Give your partners and clients a clearer way to see their structures
If you are spending too much time rebuilding client structure diagrams, or you worry about what would happen if a key partner left, Klaris is designed for you.
- -Bring a small set of high net worth client groups into Klaris.
- -Build structure maps once, then keep them current instead of starting from scratch each year.
- -Use those maps to make reviews, advice, and succession planning simpler and safer for everyone involved.
See how Klaris fits into your current workflows using real client structures, with no obligation and no need to change your existing systems on day one.