Revealed: The real cost of insider attacks – and your strategy to prevent them Someone working for you right now is also working alongside some of the world’s most successful cyber criminals. A double agent. And before long, they’re going to take down your business...
Software Support
Updates on software solutions for accounting and financial advisory firms
The nimble accounting practice: Nimbus Document Management users benefit from more than time savings with latest integration partner
by Stan Corner | Dec 7, 2020 | Financial Services, Software Support, Technology
ATOmate and Nimbus Portal Solutions announce comprehensive integration to streamline ATO document processing and administration. ATOmate have announced their latest integration with Nimbus Portal Solutions, which will significantly reduce the administrative burden of...
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...
Xero accounting practices can now automate their end-to-end ATO document processing with latest Connected App partner
by Stan Corner | Nov 9, 2020 | Financial Services, Practice Management, Software Support, Technology Support
Cloud-based automation platform ATOmate fully integrates with Xero Practice Manager (XPM) and WorkflowMax to streamline ATO document management. ATO documents account for a large portion of incoming correspondence for accounting firms, and between cross-checking...
Work smarter with smart apps that work together
by Stan Corner | Oct 12, 2020 | Financial Services, Practice Management, Software Support, Technology, Workflow Management
Business Fitness & ATOmate are excited to announce their integration partnership, joining forces to eliminate the administrative burden of processing ATO documentation. The integration between Business Fitness’ document management platform, HowNow, and ATOmate...
Common Scams during the COVID-19 Period
by Jon Melloy | Sep 11, 2020 | Financial Services, Practice Management, Software Support, Technology
Over $3,360,000 have been lost since the outbreak of COVID-19 (Scamwatch, 2020). The ‘new normal’ brought many challenges with it, and scammers and cyber criminals took full advantage of this new state of living. Here are the most common scams we have seen in the past...
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...