Find out why redacting TFNs and attaching ATO Documents to emails is no longer secure enough to protect your clients. Review your ATO Document delivery security now. Why Redacting is no longer acceptable. I find most firms only take security seriously when they have...
Client Management
All aspects of managing client relationships including systems and communication
How to solve your staff retention concerns
by Stan Corner | Nov 2, 2022 | Client Management, Document Management, Technology
Attracting and retaining good workers is hard. In fact, it’s so hard that 93%* of accounting firms are challenged by staffing requirements. But how do we fix this? While we know that everyone wants better pay and more people are looking for flexible work...
Why You Need To Be The “Financial Storyteller” To Help Clients Navigate The Future!
by Peter Towers | Oct 7, 2022 | Business Services, Client Management
Ask yourself – what did your firm do this past financial year to help your SME clients navigate the future? The answer could well determine the future of your business. Many accountancy firms are conservative and like to work in the past – the past 12 months that is....
Sometimes we’ve just got to take the lead from Uncle Sam
by Peter Towers | Sep 25, 2022 | Business Services, Client Management
I know some Aussies get very frustrated when they see so many American trends being adopted here. Sure, there are some really cringeworthy examples, like teenagers putting their baseball caps on backwards, but ask yourself where would the productivity of your practice...
3 things you should be doing with your time instead of managing your ATO correspondence
by Stan Corner | Sep 6, 2022 | Client Management, Document Management
Do you know what’s involved in processing, reviewing, and distributing ATO correspondence in your office? If you don’t – go and chat to the person responsible for the task right now! Because it might shock you to discover what’s happening. It’s a clunky, cumbersome,...
Improve your client experience with personalised automation
by Stan Corner | Aug 29, 2022 | Client Management, Technology
It shouldn’t come as a surprise that clients expect high-quality, tailored service and experiences that consider their unique and personal situation. This is true from both a personal shopping and a business sense. With many businesses finding experience and...
Want to know more about the Accounting Revolution?
by Peter Towers | Aug 29, 2022 | Business Services, Client Management
ESS BIZTOOLS is in the process of reconfiguring our product packages following the strong response we have received from the webinar, presented by the Academy of CPAs (Certified Predictive Accountants) 3 weeks ago, when Adam Hale, partner Summit CPA an American...