We adapt to your practice’s existing toolset so you never have to retrain your team or migrate software.
Full mastery of XPM job templates, budget hours, milestone statuses, and lead schedule workpapers. We update job stages in real-time as tasks progress.
Experienced in CCH iFirm Contacts, Jobs, Documents, and Client Accounting. We compile working papers strictly to CCH ledger standards.
Comprehensive ledger processing across MYOB Business, MYOB Practice, fixed asset depreciation registers, and electronic tax filing.
Advanced OCR document extraction, supplier rule configuration, line-item splitting, and automatic publishing to client ledgers.
Adherence to internal Karbon Kanban boards and FYI Docs auto-filing conventions, maintaining immaculate digital client file cabinets.
Drafting of bi-monthly GST, payday filing, and annual income tax returns (IR4/IR7/IR3) prepared ready for authorized partner sign-off.
We understand that client confidentiality is your firm’s most valuable asset. Here is how we protect your reputation.
Strict adherence to all 13 Information Privacy Principles (IPPs). Client financial and tax records are handled exclusively for authorized compliance processing.
Our team operates directly inside cloud applications (Xero, MYOB, CCH). Client source documents and workpapers are never downloaded or stored on local workstations.
Hardware or authenticator app-based MFA is mandatory across every system login, practice email, and client management environment.
All system access can be routed through your firm’s dedicated private network or restricted strictly to our static office IP addresses.
Physical office security includes biometric access control, clean desk policies with no physical paper, and BitLocker-encrypted workstation hard drives.
Every staff member and executive signs binding confidentiality covenants that survive termination, reinforced by our master firm partnership agreement.
We are happy to provide our standard NDA and technical security compliance overview to your IT partners.
