The Importance of Checking Your Client's ATO Documents As a trusted advisor, ensuring the accuracy and completeness of your client's financial records is paramount. One crucial aspect of this responsibility is diligently checking your client's documents issued by the...
Document Management
Everything to do with document management including intranet and paperless office
How outsourcing can help you meet your SMSF compliance requirements
by Bronwyn Smith | Jul 8, 2024 | Document Management, Team Leadership
The before and after of new regulations is stark: accountants previously used to lodging on a yearly basis now need to lodge once per quarter in order to maintain SMSF compliance. For some firms it’s been a struggle to learn to balance workloads as they move to...
Say Goodbye to Limits: The Age of True Cloud Web Applications
by Ron Drost | Jun 26, 2024 | Document Management, Latest News
As we step into the new financial year, it's the perfect time to rethink how you manage your ATO documents. Traditional methods are often time-consuming, costly, and fraught with risks. Enter ATO SmartDocs—a true cloud web application that transforms your document...
How an accounting firm beat ATO deadlines with the right outsourcing partner
by Bronwyn Smith | Jun 19, 2024 | Accounting Software, Document Management, Featured Articles
A Sydney-based advisory accounting firm was struggling to find staff amidst the skills shortage. The firm had engaged with multiple other outsourcing providers, but was unhappy with the quality of work that had been returned. The firm then turned to SuperRecords in...
The Crucial Role of Accounting Firms in Managing ATO Documents with ATO SmartDocs
by Ron Drost | Jun 6, 2024 | Document Management, Featured Articles
Introduction Accounting firms play a pivotal role in ensuring that their clients remain compliant with the Australian Taxation Office (ATO) regulations. One of the key responsibilities of these firms is to manage and disseminate ATO documents to their clients...
The Importance of Digital Relationships in Accounting Firms: Enhancing Client Access to ATO Documents
by Ron Drost | May 28, 2024 | Document Management, Featured Articles
In today's digital age, accounting firms must continuously evaluate and improve their digital relationships with clients. This encompasses not only the security aspects, such as two-factor (2FA) and multi-factor authentication (MFA), but also the ease with which...
The Ticking Time Bomb: ATO Documents Exposing TFNs Without Adequate 2FA/MFA Protection
by Ron Drost | May 14, 2024 | Document Management, Featured Articles
In today’s digital age, data security remains a crucial concern for organisations and individuals alike. One critical concern, which remains a ticking time bomb, is the widespread sending of Australian Taxation Office (ATO) documents via email that include Tax File...