In the realm of accounting and tax preparation, the accuracy and integrity of Australian Taxation Office (ATO) documents are paramount. Ensuring that your clients' ATO documents are accurate and up to date is crucial for maintaining compliance and avoiding potential...
Document Management
Everything to do with document management including intranet and paperless office
How to Manage Your Clients’ TFN Information and Stay Compliant
by Stan Corner | Aug 7, 2023 | Client Management, Document Management, Uncategorised
As an accounting practice, you have a responsibility to manage your clients’ Tax File Numbers (TFN) properly to ensure compliance with the law. Failure to do so can result in investigations and penalties. In this article, we look at the best practices for managing...
The Ultimate Practice Manager: What’s Next?
by Dale Crosby | Jul 3, 2023 | Business Services, Client Management, Document Management, Practice Management
The accounting and financial advisory industry is undergoing rapid transformations, driven by technological advancements, changing client expectations, and evolving business models. To stay competitive and thrive in this dynamic landscape, accounting firms must...
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...
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,...
Automate these 3 processes to improve your practice’s efficiency
by Stan Corner | Jul 13, 2022 | Client Management, Document Management, Practice Management, Uncategorised
When was the last time you stepped back and reviewed your key business processes? Are you keeping up to date with technology? Is your current way of working still the best way for your team and your clients? Could you be working more efficiently? With client needs,...
EOFY Resources for Accountants and Bookkeepers
by Peter Towers | Jun 20, 2022 | Accounting Software, Business Services, Client Management, Document Management
Access over 15 expert-led practical resources, including on-demand videos and guides from the ATO, Change GPS, the TPB, Ignition's CEO—Guy Pearson—and many more! Covering topics around: Practice Management Fundamentals Engaging for New Services Improving your Client...