Accounting and bookkeeping
Spend tax season on advice, not on chasing documents
Every firm knows the pattern: the same document requests, sent again and again, answered by email attachments that someone has to file. A secure client portal and a little automation take most of that off your team, so the busy season goes to the work that needs an accountant.
01
What gets in the way
Document requests by email
Checklists go out as attachments, replies come back in pieces, and staff file each one by hand.
Chasing the same clients
Reminders depend on someone checking a spreadsheet and sending another polite email.
Signatures and approvals that stall
Returns wait for a printed signature or a scanned page, and nobody can see at a glance what is holding a job up.
Sensitive files in inboxes
Tax file numbers, payslips and statements sit in email threads that were never meant to hold them.
A first version
What a first version usually includes
A typical starting point, not a fixed package. Your brief decides what goes in first and what can wait.
A secure client portal
Clients sign in to upload documents against a checklist made for their type of return, and see what is still needed.
Automatic reminders
Clients with missing items are reminded on a schedule you choose, and reminders stop once the checklist is complete.
Job tracking for the team
Every job has a stage, an owner and a next step, so the partners can see the whole season on one screen.
Document sorting with AI
Uploaded files are labelled and summarised for the preparer to check, which saves the sorting rather than the judgement.
02
The systems you already use
For example, many firms use Xero Practice Manager, MYOB Practice or FYI for jobs and documents. We look at what your practice tools expose and design the portal to feed them rather than replace them.
03
Services this draws on
- Web and SaaS
Custom web applications, customer portals and software-as-a-service products from a senior Melbourne team, built and hosted by one team.
- AI integrations
Add practical AI features to the software you already run, such as search, summaries and assistants, with human oversight and clear limits.
04
Questions firms often ask
Is it safe for tax file numbers and statements?
We design for sensitive financial information from the start: encrypted storage in Australia, access limited to the people who need it, and an audit trail of who saw what. We explain the set-up in your quote.
Will older clients cope with a portal?
Most do when it is simple. We keep the steps few and allow uploads straight from a phone camera.
Does the AI prepare returns?
No. It sorts and summarises documents for a person to check. The professional judgement stays with your team.
Can it carry our firm’s branding?
Yes. The portal can sit on your own address with your logo, so clients know exactly who they are dealing with.
How do we get a quote?
Tell us how your firm runs a typical job. A person on our team reviews the brief and quotes each phase, usually the same business day.
Tell us what slows your firm down
Describe it in your own words. Someone on our team reviews it and replies with a clear quote and timeline, usually the same business day.