Automate the mundane and personalise the exceptions. See our client case studies showing significant increased productivity and higher fee recovery.
Leverage numerous time saving features to streamline the way work is done and enable managers and staff to focus on productive tasks.
Standardise your processes, checklists and procedures for how work is done in your practice; monthly, quarterly, year-end and audit.
A cloud platform to do your work on, manage your work and collaborate.
Customisable workflows, dashboards and analytics. Partners and managers can easily prioritise work, filter by deadlines, team members or job stage.
Collaborate and engage with clients timely and efficiently within the software. Client portal to share documents and queries. All direct to the client file.
Workpaper index, programmes, checklists and reports are dynamically built from API (or CSV) connections to bookkeeping products.
Version control of all documents, track all work performed and queries and responses. Ensure reviews are completed.
Workpapers are dynamically built. They include guidance, programmes & checklists.
Answer questions at the start of the job to define work to be done.
API and CSV import of trial balance to dynamically build your job file.
Communicate with your Administrator through our portal & exchange information.
Ability to edit and include letterheads, footers and signatures.
Automatically import reports available with SMSF Administration packages to use in file