For Your Industry · Australia-wide, based in Melbourne
Australian SMB public practices. CPA, CA ANZ, IPA. Engagement letter to onboarding in one flow. BAS pipeline without the chasing. EOFY without the all-nighters. TASA-compliant disclosure. We work inside Karbon, FYI, and XPM.
EOFY and BAS bottlenecks hit harder each year. TASA 2024 disclosures apply on every engagement. AML/CTF Tranche 2 begins 1 July 2026. The regulator gives back no time; we do. Native automation in Karbon, FYI, and XPM is where most of the time-saving lives. We configure it first, then build around it.
Pain points we fix
Six places the work tends to hurt. Six concrete fixes. Native practice-management automation first, integration built around it. Scoped at the Audit, delivered fixed-price.
Signature, portal access, TASA disclosures, ATO authorisations, first task assigned. All in different tools, all waiting on someone's nudge. We make onboarding one continuous flow with TASA disclosures captured in the engagement letter and ATO handoff handled at signature.
Data not pulled, workpapers not prepped, client approvals stalled. The same scramble four times a year. We pipeline the quarter (Xero or MYOB pull, prep, review queue, client approval, ATO lodgement) so Friday is a status check, not a discovery session.
Review queue lives across email, Karbon tasks, and screenshots. Bottlenecks are invisible until they hurt. We orchestrate review routing, sign-off capture, and evidence retention end to end, so the partner sees the queue, not the chase.
STP finalisation, super guarantee, FBT, financial statements, returns. Twelve spreadsheets and a memory test. We build one project dashboard so the partner knows what is shipped, what is stuck, and what is next.
Bank statements, invoices, payslips, trust statements. Manual data entry burns junior hours and mints transcription errors. We extract structured data, then a human approves every figure before it lands in a return.
Document requests sent. Documents missing. Reminders forgotten. The compliance job stalls at the client's inbox. We orchestrate upload requests, staged reminders, and acknowledgement capture so client-side admin stops being the bottleneck.
The public-practice stack
Native practice-management automation first. Integration where the tool boundary needs crossing. We don't replace what you already pay for.
Practice management
Engagement and billing
Ledger
Productivity
Important dates
The 2026 obligation that reshapes the practice from one date forward, then the recurring annual deadlines that come round every year.
Customer due diligence, record-keeping, and suspicious-matter reporting on every designated service from this day forward. Where YTG fits: the operational workflow your team runs on day one of the regime, scoped at the Audit.
Q1 due 28 October. Q2 due 28 February. Q3 due 28 April. Q4 due 28 July. The same four dates land on the practice every twelve months. Where YTG fits: BAS pipeline runs end to end so each quarter is a status check, not a scramble.
Paper lodgement due 21 May. Electronic lodgement via tax agent due 25 June. Where YTG fits: FBT lodgement flow that picks up from prior-quarter capture.
Year closes for businesses and individuals. EOFY peak begins immediately. Where YTG fits: EOFY project dashboard so the partner sees status, not assembles it.
Single Touch Payroll closed out for the prior FY. Payment summaries finalised, employee data closed for the year. Where YTG fits: STP closeout dashboard.
Pricing at a glance
Only the Workflow Audit is fixed-priced. Build, AI, retrofit, and plan figures are indicative starting prices. Your specific pricing is fixed at the end of the Audit.
Common questions
No. AI modules we deploy in accounting firms are for document extraction, classification, and draft communication, not for tax positions. Every extracted figure is reviewed before it enters a return. Every drafted client email is approved before it sends. Tax judgement stays with your accountants. Our position on autonomous AI in compliance work is explicit: we don't deploy it, because the liability exceeds the efficiency gain.
TASA 2024 client disclosure obligations (in force 1 July 2025) require tax and BAS agents to disclose certain matters to clients before and during the engagement. We build onboarding workflows that capture and deliver these disclosures in line with the engagement letter. The specific disclosure wording is for your TPB-registered agent to approve; we build the flow.
All three ship deep native automation. Our default view: if your firm is on Karbon and using it well, we configure Karbon's templates and automators first before reaching for integration tools. Same for FYI. Same for XPM. Platform-religious arguments are a distraction. What matters is whether your current platform's native features are being used; usually they aren't, and that's where most of the time-saving lives.
Most EOFY pain comes from workpapers not being ready, client queries not being tracked, and partner-review queues backing up. The workflows we build (BAS pipeline, workpaper review, EOFY tracking) compound their value as volume rises. A firm that adopts in January typically runs its first substantially calmer EOFY that July. We won't pretend adopting in June changes much for that year's EOFY.
Related industries
BID-ready file notes. Aggregator CRM cleanup. Lender submission packs. Post-settlement admin.
Continue →Listing launch workflows. OFI follow-up. Trust-account orchestration. AML-ready client onboarding.
Continue →Industry-agnostic engagement model. Client onboarding, document work, multi-tool handoffs, reporting pipelines.
Continue →Two weeks. $1,500 fixed. Credited against your first Build if you proceed.
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