FYI includes all the features your team needs to efficiently and effectively comply with obligations and regulations. Recent updates to the Tax Agent Services Act 2009 (TASA) introduced some significant changes for our Australian practices. Our team breaks down how you can apply best practices to ensure you meet the new requirements.
Whilst these legislative changes are specific to our Australian practices, the tools and workflows demonstrated will help all FYI practices safeguard strong governance, efficiently manage jobs and scale client services.
This 45-minute webinar covers how to seamlessly manage, engage and correspond with your clients, and automate job rollovers, including assigning tasks and tracking the work progress in your practice.
Click below to play a full recording of the webinar:
Your Action Plan
Step 1 - Automatically capture and file client emails with Email AutoFile.
Step 2 - Digitalise document approvals and email approvals using Workflow.
Step 3 - Share documents securely with Collaborate to reduce document handling and risk.
Step 4 - Automate your Job rollover process with our pre-built automation.
Useful Links & Resources
For more ways to safeguard your compliance obligations, refer to the following pre-built automations:
- Internal Reminder to Contact Client
- Auto Archive Documents
- Track the Date a Job State Changes
- WIP Write Off on Completed Jobs
Don't forget, our team is here to help with dedicated Automation & Consulting services to ensure you're set up for success.