Services
Three services for accounting firms
All available now, for firms in New Zealand and Australia. Each job is prepared by AI and reviewed by AI, ready for your firm to review.
1. Annual accounts
Financial statements, income tax returns and workpapers, prepared for your review.
- Financial statements in the format your firm uses
- Income tax return prepared, ready for your review
- Workpapers showing how each balance was worked out
- Delivered within 5 days of receiving everything we need
New Zealand
Entities and returns
- IR3: individuals and sole traders
- IR4: companies
- IR6: trusts and estates
- IR7: partnerships and look-through companies
Ready for your firm to review and file with IRD.
Australia
Entities and returns
- Company tax returns
- Individual tax returns, including sole traders
- Partnership tax returns
- Trust tax returns
Prepared for the financial year ending 30 June. Ready for your firm's registered tax agent to review and lodge with the ATO.
2. GST returns and BAS
Prepared from your client's records and ready for your firm to review.
- Transactions checked for GST coding
- Return figures with supporting workings
- Questions and exceptions listed clearly for your review
- Turnaround confirmed in your quote
New Zealand
GST returns
Prepared ready for your firm to review and file with IRD.
Australia
Business activity statements (BAS)
Prepared ready for your firm's registered tax or BAS agent to review and lodge with the ATO.
3. Bookkeeping catch-up and clean-up
Get behind or messy books up to date, including before annual accounts.
- Coding of transactions
- Bank and account reconciliations
- Fixing errors and clearing old unreconciled items
- Paper records processed: scanned manual cash books, invoices and receipts
- A list of anything we could not resolve, for your firm to follow up
- Turnaround confirmed in your quote
Done in your client's file in Xero, MYOB or QuickBooks Online, the same way for New Zealand and Australian clients.
Software we work with
Popular systems used by NZ and Australian firms
If your firm uses it, we can work in it. If it is not listed, send us exports and we work from those.
Accounting software
- Xero
- MYOB (AccountRight and MYOB Business)
- QuickBooks Online
- Reckon (Reckon One and Reckon Accounts)
- Sage Accounting
- Excel and manual cash books
Practice and job management
- Xero Practice Manager (XPM jobs)
- Karbon
- FYI
- MYOB Practice (AE and AO)
- CCH iFirm
- APS
- Senta
- TaxDome
Task and team tools
- Microsoft Planner and To Do
- Asana
- Trello
- Monday.com
- ClickUp
- Shared job lists in Excel or Google Sheets
Tax and lodgement
- Xero Tax
- MYOB Practice tax (AE and AO)
- CCH iFirm tax
- HandiSoft (Australia)
- LodgeiT (Australia)
- IRD myIR and ATO online services (read only)
Workpapers and year-end
- Xero Workpapers
- MYOB Practice
- CCH iFirm
- APS
- CaseWare
- Your firm’s own Excel workpaper templates
Document storage
- Dropbox
- Google Drive
- SharePoint and OneDrive
- Box
- Xero Files
- SuiteFiles (New Zealand)
- FYI Docs
Receipts, bills and expenses
- Dext
- Hubdoc
- AutoEntry
- Lightyear
- ApprovalMax
- Xero Expenses
- Expensify
- Scanned paper invoices and receipts
Client requests and portals
- Content Snare
- Ignition (proposals and engagements)
- FYI client portal
- Karbon client requests
- TaxDome client portal
- Shared email folders
Reporting
- Fathom
- Spotlight Reporting
- Syft Analytics
If your firm controls access with a security tool such as Practice Protect or Microsoft 365 sign-in, add our user there in the same way as a new staff member.
Software names are shown for information only. They are trademarks of their owners. We are not affiliated with or endorsed by them.
Software and delivery
We fit around your firm
Software: Xero, MYOB, QuickBooks Online, and any other software. For other software, save exports such as a trial balance and reports in your shared storage.
Access: give us access the same way you would for a new staff accountant. Create a user for us in your accounting software, your document storage (such as Dropbox, Google Drive, SharePoint or Xero files) and your practice or job management system (such as XPM, Karbon or FYI). You control that user and can remove it at any time.
Paper records: 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.
Tax information: 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.
Your policies: send us your firm's policies, templates and preferences. We set the AI up to follow them on every job.
Delivery: in any format and any place you prefer. For example, inside your software (such as Xero Workpapers), a PDF pack, Excel workings, or saved to your own storage.
Start with a free job
One entity of any type. See the quality for yourself.