How it works

From enquiry to finished work in six steps

You keep your clients, your software and your sign-off. We do the preparation.

  1. Your firm makes an enquiry

    Tell us about the work: the type of entity, the service you need, the software you use and roughly how many jobs you have. We reply by email with what we need and a quote. Your first job is free. We work by email only. That is how we keep our prices low.

    Before we start, your firm signs our engagement letter online. It sets out the scope of work and what each of us is responsible for. Sign the engagement letter.

  2. You give us access

    It works the same way as adding a new staff accountant. Create a user for us in your accounting software, such as Xero, MYOB or QuickBooks Online, in the storage where the client's documents are kept, such as Dropbox, Google Drive, SharePoint or Xero files, and in your practice or job management system if you use one. Give us the same information you would give a staff accountant. For tax information, give us access to your IRD or ATO online services, the same as you would for a staff member. Or send us the tax information we need, such as tax account statements and last year's return. We only read this information. We never file or lodge anything. Paper records are fine too. Scan the client's manual cash books, invoices and receipts, and send them to us by saving them in your shared storage. We process them. You control that user and can remove it at any time. If you use other software, save exports such as a trial balance and reports in your shared storage.

  3. We set the AI up your way

    Send us your firm's policies and preferences. For example, your workpaper layout, report templates, materiality and coding rules, and anything else your staff follow. A person from our team uses these to set up the AI for your firm. After set-up, the AI follows them on every job.

  4. AI prepares and reviews the job

    AI prepares the work. AI then reviews it. No human prepares or checks the work. A person from our team is involved only when you sign up: to get your access in place, set the AI up to your firm's policies, and fix anything that is not working the way you want. After that, no person is involved in the day-to-day work, and no person prepares, reviews or signs off your work.

  5. You receive the finished work

    We deliver it in the format and place you choose: inside your software (such as Xero Workpapers), as a PDF pack, as Excel workings, or saved to your own storage. Annual accounts are delivered within 5 days of receiving everything we need.

  6. Your accountant reviews, finalises and files

    Your firm's accountant reviews the work and is responsible for it. Your firm then sends it to your client and files with IRD or lodges with the ATO. We never file or lodge anything.

The 5 days

When the clock starts

For annual accounts, we deliver within 5 days of receiving everything we need. These are calendar days, including weekends and public holidays. Our AI works day and night, seven days a week.

The clock starts once we have the access, records and answers needed to complete the job. If something is missing, we tell you straight away and list exactly what we need.

Queries go to a dedicated address. If we need missing information or have a query, we email you. Each of your clients gets their own dedicated email address with us. Reply to that address, and your answer goes straight to the right job.

The clock stops while we wait for your answers. If we need to ask you a question during the job, the clock stops when we send the question. It starts again when we receive your answer.

For GST returns, BAS and bookkeeping, we confirm the turnaround in your quote.

What we usually need

  • Access to the client's accounting file, or exports such as a trial balance and reports
  • Scans of any paper records, such as manual cash books, invoices and receipts
  • Access to your IRD or ATO online services, or the tax information we need, such as tax account statements
  • Bank statements and loan statements for the year
  • Last year's financial statements and tax return
  • Details of asset purchases and sales
  • Any notes from your firm about the client

We confirm the exact list for each job.

You stay in control

Your clients stay your clients

  • We never contact or approach your clients.
  • You decide what we can access, and you can remove our access at any time.
  • We work inside your portal, whatever software and storage you use. We do not store your data on our own servers, PCs or laptops. To prepare and review each job, the information needed is sent to our AI provider for processing. Your records and the finished work stay in your portal, under your control. Once you remove our access, we can no longer see it.
  • Your firm reviews the work and decides what is filed or lodged.
  • Not happy with the work? Email us and tell us what needs to change. Send any extra information you want us to use. We fix it at no extra charge.

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