Annual accounts & tax
One secure portal for the client questionnaire, the binder and your Excel workpapers. Nothing reaches a client or the ATO without a checkpoint.
Scoping, intake, ledger hygiene, schedules, queries, review and the annual summary.
Preparer, accountant and partner sign-offs, enforced by role.
Agents never lodge, send, post final journals, lock a binder or see a TFN.