As an Accountant or Bookkeeper, taking care of your clients is at the centre of everything you do, and more often than not you do so much more than compliance. Sometimes communicating the value of what you do and the key deliverables of your services is difficult. So...
Document Management
Everything to do with document management including intranet and paperless office
5 things you should consider before you implement a client portal
by Brad Geelan | Nov 10, 2020 | Client Management, Document Management, Financial Services, Software Support, Technology
Will 2021 be the year you implement a client portal? Here are 5 things you should consider before you do. As we’ve all become more mobile in the past year, you have likely been looking at your processes, systems, and infrastructure in a new light: Is it simple – for...
Standardised, systemised, streamlined: key business processes you can and should be automating and digitising
by Brad Geelan | Sep 21, 2020 | Document Management, Featured Articles, Practice Management, Technology, Workflow Management
While 2020 has certainly thrown us a bit of a curve ball, now that Spring has sprung it’s a matter of weeks until you get a well-deserved break (hopefully!). However, just because the end of the year is in sight, doesn’t mean you should take your foot off the peddle;...
ATOmate & SuiteFiles launch their integration to automate the sorting, signing, and filing of all ATO correspondence.
by Stan Corner | Sep 1, 2020 | Document Management, Financial Services, Software Support, Workflow Management
ATOmate & SuiteFiles have announced their integration, which allows you to combine both systems to automate the management of all ATO correspondence. ATOmate will sort all correspondence that arrives from mail and the ATO tax agent portal, check if it matches...
My thoughts on Xerocon 2019
by Rob Pillans | Oct 1, 2019 | Client Management, Document Management, Practice Management, Professional Development, Software Support, Team Leadership, Technology, Uncategorised
I attended the two days of Xero’s annual conference on 4 and 5 September. I did not make it to the wrap party so can’t comment on that. There was less hype this year compared to last year. It seemed a bit calmer and reflects, I believe, the growing maturity of Xero as...