Technology Archive

Don’t just assume you’re covered: Cyber Security claims under greater scrutiny

7 Email Security Best Practices For Accounting Firms

In most accounting firms, email remains the primary communication channel.

It’s easy to think that just because you use email passwords or even a password management tool, you’re safe from...

Strategic choices to consider when transitioning your firm to the cloud

The world has changed

The way we work and serve our clients has changed in ways we could not have imagined a few short months ago.

10 great reasons to have systemised, standardised, documented work practices

As an accounting firm coach and consultant who gets to see under the bonnet of a lot of accounting firms, I remain convinced that the profession has an endemic...

Lessons Learned… Technological Innovation in Education during COVID-19

The challenge of COVID-19 has led to many opportunities for various industries to find entrepreneurial ways to circumvent its disastrous economic fallout. The educational sector has certainly been a...

What’s App Doc?

There is so much conjecture surrounding the recent announcement by our Federal Government to ‘opt in’ to the tracing app.

Most recently, our Health minister Greg Hunt has put a...

11 Essential Tips For Controlling Data In Remote Accounting Teams

In a central office, accounting firms can exert strong control over how their team members manage sensitive client data. But when teams transition to a hybrid or work-from-home environment, much...

The importance of mobile apps in accounting firms

We have reached the end of a cycle, everything has matured, we see the full adoption of mobile phones and social media. All clients are digitally...

Preparing your advice team to work remotely

A robust Business Continuity Plan (BCP) ensures your team can work and collaborate effectively wherever they are located.

For financial advice practices, this means ensuring advisers have access to the...

Zoom…. And where is your privacy now?

You may have seen news reports this week warning of Zoom’s privacy breaches,...

Top 5 Tips to Improve Data Security for Businesses

Data has always been an integral part of an accounting practice and for the most part, could be kept relatively securely in locked filing cabinets / safes etc. But...

Is there a wrong or right time to start outsourcing?

This question is answered with two simple calculations of time and cost:  the time and cost of doing it yourself, and the time and cost of hiring someone else...

Why your referral partnerships aren’t delivering

How many times have you set up a referral partnership / agreement only to see it gather dust in the bottom drawer of your desk?

No actions taken, nothing delivered...

New Year, new opportunities | Our thoughts on what to watch out for in 2020

With the year quickly coming to a close, we’ve been turning our mind to what’s going to have the biggest impact on your business and your clients in 2020....

Running a modern day tax practice

Running a modern day tax practice is no challenge for the light-hearted. In this episode of Tax Yak, Robyn yaks with Planet Consulting Founder and Principal Consultant, Rob Pillans,...

3 tips and tools to improve productivity across your practice

When was the last time you stepped back and looked at all of the different tech tools and software solutions you’re using to run your practice? Are they still...

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