At Accountancy Insurance, we take the security of our own data as well as the data of our clients very seriously. Within our security protocols we have established a set of policies, processes and controls designed to produce predictable information security...
Software Support
Updates on software solutions for accounting and financial advisory firms
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...
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...