SOLUTIONS

Admin Assist for Accountants

Discover the benefits of pay-for-usage end-to-end process automation for accounting firms.

What is Admin Assist?

Admin Assist is our comprehensive process automation service for accounting firms. We deploy powerful Automation software to automate and accelerate your admin processes from start to finish. Our experts handle, develop, implement and maintain your automation on your behalf.

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Achieve greater accuracy with Admin Assist by automating:

  • Notice of Assessments Processing
  • ASIC Annual Review Processing
  • ATO Client Workpapers (IS, BAS, ITA, ICA etc.)
  • ATO Communications/Correspondence
  • Client Onboarding
  • BAS Submission
  • SMSF Task Automation
  • Quarterly PAYG Statement Processing
  • And many more…

A better way to manage your admin

Automate those repetitive tasks that consume a considerable amount of your valuable human resources and redeploy them to higher-value activities. Improve accuracy and throughput with pay-for-usage Admin Assist service.

Boost efficiency with ATO and ASIC Automation with I&A Admin Assist for Accountants Perth WA

Remove keyman risk; improve accuracy and excessive throughput by automating highly repetitive time-consuming tasks.

Quick to implement and fast to see results. Our solutions are compatible with most practice management systems.

reduce risk and uncertainity with I&A Budgeting and Forecasting Perth WA Australia

A completely secure solution that runs within your existing network infrastructure—no cloud uploads necessary.

Notice of Assessment

The bot logs onto the Practice Management System and connects to the ATO downloading the necessary NOAs. Relevant information is extracted and sensitive information is established and sensitive information is redacted. Current records are redacted in your system and a summary email is sent to the client with the relevant document attached with sensitive information redacted. A summary email is sent to the accountant outlining records successfully processed, and records that require attention.

ATO Correspondence and Communication

Admin Assist supports the processing of virtually ALL communication types, Admin Assist offers a wide variety of ways to reach out to your clients. Standard email templates are provided to save time and ensure consistency. All communication channels with the Australian Taxation Office (ATO) are supported, and all sensitive information is redacted. Admin Assist can file your ATO Correspondence into the document management system or practice management system. Also, drafts can be emailed to clients or published to their client portal. Admin Assist works seamlessly with existing business processes, enabling accounting firms to automate communication without having to change their established workflows.

ATO Workpaper download Automation Perth WA Australia

Automate ATO workpapers for accuracy and efficiency

Admin Assist enhances efficiency and accuracy by automating the ATO workpaper process, downloading critical documents including Account Summary, Activity Statements, Income Tax 001, and more.

This streamlined automation ensures swift preparation of BAS review workpapers for each client, optimising tax compliance and reporting.

 

Admin Assist Client Onboarding Automation Perth WA Australia

Automated Client Onboarding: Streamlined Efficiency

Admin Assist automation revolutionises the client onboarding process for accountants by efficiently capturing data in template form from a myriad of sources including OCR, emails, apps, portals, and Excel sheets. Once collected, this data is seamlessly populated into various systems such as Xero PMS, SAP, OneDrive, and Employment Hero, offering a comprehensive integration solution. By automating these data capture and population tasks, accountants can minimise errors and save precious time, enabling them to focus on more strategic aspects of their work.

Additionally, this automated system ensures accuracy and consistency across platforms, leading to smoother operations. Moreover, the system enhances client satisfaction by promptly sending confirmation emails to employees, clients, and managers, fostering clear communication and expediting the onboarding process. This fusion of automation with client onboarding not only optimises efficiency but also elevates the overall client experience.

ASIC Annual Review Processing

The bot begins by obtaining the company details, including directors, managers, billing group, and fee amount. It then matches the director’s name in the annual statement and resolution with the Practice Management System (PMS). Once it has identified the correct director, it selects their digital signature and sends it to the client for review. The unsigned document sent for review is then saved into the document management system for safekeeping. When it receives the signed document from the client, it saves the final document in the document management system. Finally, it creates the client invoice and promotes it for approval. This process helps accounting firms efficiently and accurately process client documents and invoices, while also ensuring that all important documents are safely stored in the document management system.

Accountant's Fee for Refund Automation Perth WA Australia

Fee from Refund

Admin Assist automates the Fee from Refund process for accounting practices by seamlessly extracting information from the Accountant’s Practice Management System. It meticulously checks and verifies fees in Refund Manager, ensuring accuracy by deleting unnecessary rows and creating new ones as needed. The platform further verifies invoice amounts and Tax Returns directly within the Practice Management System, culminating in the creation of new records in Refund Manager for efficient fee management and client invoicing.

This automation simplifies administrative tasks, reduces errors, and enhances overall workflow efficiency.

Discover our business services

In today’s fast-paced business landscape, efficiency is paramount. Our solutions are designed to help modern businesses of all sizes and industries to achieve their full potential by harnessing the power of innovation and automation.