In today's fast-paced business environment, effective management of Australian Taxation Office (ATO) correspondence is crucial for accounting firms. With the increasing volume of ATO documents and the need for timely and secure communication, traditional methods of...
Document Management
Everything to do with document management including intranet and paperless office
Did you know about an essential second benefit of SMS PIN’s
by Ron Drost | Jan 17, 2024 | Document Management
ATO SmartDocs 2FA/MFA is more than security protection for your client's important ATO Documents. SMS TEXT NOTIFICATION INSURANCE. In terms of document notification, SMS PINs can be particularly useful. For instance, if a user is awaiting an important ATO document via...
Review your ATO Document delivery security now
by Ron Drost | Nov 9, 2023 | Client Management, Document Management
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...
Questions to ask before you outsource
by Bronwyn Smith | Nov 1, 2023 | Client Management, Document Management
Accountants and Financial Planners are spoilt for choice when it comes to outsourced providers. But, if you don’t know what questions to ask before you commit, the service you choose may fall well below your expectations. In this 45 minute webinar recording, you’ll...
Personalised communication is key to client satisfaction and engagement
by Stan Corner | Nov 1, 2023 | Document Management, Technology
In accounting, technical knowledge and analytical skills are critical. However, communication skills are equally significant. Communication is the backbone of any successful relationship. Effective communication goes beyond merely conveying numbers; it builds trust,...
Personalised communication is key to client satisfaction and engagement
by Stan Corner | Oct 30, 2023 | Client Management, Document Management, Practice Management, Technology
In accounting, technical knowledge and analytical skills are critical. However, communication skills are equally significant. Communication is the backbone of any successful relationship. Effective communication goes beyond merely conveying numbers; it builds trust,...
The Benefits of Cloud Accounting Ecosystems for Accounting Practices
by Stan Corner | Sep 26, 2023 | Document Management, Practice Management, Technology
Cloud accounting has revolutionised the way accounting practices operate, with many firms already switching to cloud-based platforms. If you or your practice hasn’t already, you should consider moving to the cloud. What is a Cloud Ecosystem? A cloud ecosystem is a...