In recent years, ASIC has consistently expressed concern about the quality of corporate auditing in Australia, with the Commissioner calling on audit firms to “continue to evaluate the effectiveness of their current initiatives to improve audit quality.” ASIC is...
Workflow Management
How to effectively manage actions, tasks and projects in professional firms
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;...
How digital fact finds are revolutionising client onboarding
by Scott Brewster | Sep 11, 2020 | Financial Services, Technology, Workflow Management
The success of your financial advice practice hinges on its efficiency. The more clients you can assist to achieve their financial goals, the greater the cash flow to your business. Like many specialties in complex regulated industries, financial advisers have...
Three Tasks to Outsource
by Boobalan MAdhavan | Sep 9, 2020 | Featured Articles, Financial Services, Team Leadership, Technology, Workflow Management
No one ever said that running a business was easy, whether small or large. There are just so many different things you need to be thinking about at any given time. When you are a small business you may not have the resources to do it all yourself. Whether you are...
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...