Optimisation

Need to mix and match different applications and packages?

We’re flexible and can work around your needs with you. Below are some popular combinations we find clients like to engage with us on:

  • Practice Management  
  • Practice Management & Document Management 
  • Practice Management & Engagement 
  • Practice Management & ATO Correspondence 
  • Document Management & ATO Correspondence 
  • ATO Correspondence 
  • Engagement 

Are you ready to be best-of-breed and take your practice to the next level?  

Packages we offer 

Review, Repair, Retrain 

Have you already got some applications, but don’t feel they’re being utilised to their fullest extent?  

We can help review your software, both from a configuration stand point and client data integrity to give you recommendations on how to improve this to better leverage your software and work smarter not harder. And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.

Full Implementation 

Do you feel like your software isn’t up to task anymore and think it might be time for a change?   

We can help review your software options and provide details on best of breed applications so that you can make an informed decision. But we don’t stop there, we also implement these systems for you, both configuration and client data migration can be handled by our expert team to ensure you hit the ground running with refined best practice settings and clean data.  And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.

12 Month Program 

Think you need a full app stack overhaul? We offer a 12 month program that looks at all of your current applications and helps you either repair or replace or a combination of to get you closer to the goals you’d like to achieve and a more effective practice. 

Here are a few other ways we can assist your firm:

Document Management

A lot of time is spent managing and maintaining client documentation.

We’re on a mission to
halve the time spent through
leveraging the best-of-breed technology, best suited to your
practice and needs.

We’ll help you implement and better utilise your app stack solutions to transform your practice saving you hundreds of hours each year to invest back into your practice.

Practice Management

A lot of time is spent managing and maintaining client information & work.

We’re on a mission to halve the time spent through leveraging the best-of-breed technology, best suited to your practice and needs.

We’ll help you implement and
better utilise your app stack
solutions to transform your practice saving you hundreds of hours
each year to invest back into
your practice.
​

Engagement

Engaging clients is crucial for setting you & your clients up for success. This is often a forgotten process, done last-minute, or highly manual with many moving parts.
We’re on a mission to
halve the time spent by leveraging the best-of-breed technology, best suited to your practice and needs.

We’ll help you implement and better utilise your app stack solutions to transform your practice saving you hundreds of hours each year to invest back into your practice.

Need help with everything?

We’re here to help. If you need your entire accounting practice optimised, we can do that too.

We can take a look at everything that's going on, and provide you with suggestions for the best solutions for your firm.
Subscribe to our newsletter here
                                                                   Book a time with us
Website by addonsite