The team at Davenport Taylor had been watching the advent of technology in the accounting industry for some time. Their plan was always to migrate across to more cloud-based applications.
One of their biggest motivating factors was that they wanted to go across to Xero, and use Xero as their core platform within the business.
Mark Taylor, Director at Davenport Taylor, decided to engage with Clarity Street to find out the best way to start this process.
We understand that knowing what your clients receive from the Australian Taxation Office (ATO) is necessary for a successful firm. Being ahead of your clients when it comes to the ATO just makes life a lot easier, especially when the queries come, not to mention it helps you be a proactive service provider.
So, it makes sense that you have a copy of everything that the ATO sends to your clients. Maybe pre-Covid collecting mountains of ATO Correspondence for your clients, scanning them, creating almost identical cover letters (often in Word) and then posting them to the clients, was a (fictional) worthwhile exercise. Apart from the fact that it costs thousands of dollars per year in admin time and postage costs, for no financial gain. The gain is in knowing what the ATO sends out, not in the service of mail distribution.
The team at LightYear Docs saw a problem, so they reimagined it.
LightYear Docs was founded on the beliefs that providing practical solutions would drastically improve accounting firms and financial services. Their plan is to revolutionise the often-complicated legal documentation and client advice process by putting time back into your day – with a few clicks you will have a fully customised document ready to send.
Clarity Street is all about best practice. That's why we've developed a series of videos that promote the apps on our App Stack, and explain how they integrate with each other.
In this book review, we venture slightly away from our usual books to something, we hope, a little more interesting and personal.
In this blog, we discuss who we are both in and out of the office (digital and in-person).
Unsurprisingly, the accounting industry is full of people who call themselves an accountant. But what do we mean by this? Am I an accountant because of my qualifications? Does God imbue us with such glorious qualities? Or is being an accountant something I do? Is it who I am, or what I do?
As we get closer to the end of financial year, it's a great chance to revisit (or upgrade) your current App Stack.
Stop by our stand at the Melbourne Xero Roadshow on Tuesday, 26th April, and ask us any questions about your current apps, or other potential apps that could work within your firm.
If you haven't done so already, register for the Xero Roadshow here.
Tax Talks - Episode 331 - From PI over FYI and Suite to KarbonHQ - Which apps will work best for you?
Our CEO Amy Holdsworth was recently interviewed by Heide from Tax Talks.
In the episode, Amy talks about using Practice Ignition, FYI, SuiteFiles and Karbon in your accounting firm. She provides an overview of each of the apps, talks about the differences between the apps, and addresses the ways in which they may overlap. Listen to the full episode in the link below!
How Clarity Street helped McPhail & Partners become an efficient and streamlined cloud-based accounting firm
Matthew Drew, Director at McPhail & Partners had been thinking about transitioning to the cloud for some time, but the big change happened in the wake of COVID-19.
The team were feeling the strain from outdated processes, manual duplication, and lack of integration between systems, so McPhail & Partners were seeking a clearer path forward.
We all want instant gratification, especially when it comes to putting yourself (or your business) out there in the marketing world. But the reality is, it's unlikely that you'll see results straight away. Efforts around marketing don't happen overnight, you need to play the long game!
So, what are the different types of marketing for an accounting firm?
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.