Design emails with ease!

Since implementing Vision 6 in April 2018 we have been able to design newsletters and emails with ease. Vision 6 is a great platform – with 70 + free professionally designed mobile friendly templates plus a powerful drag-and-drop editor. The responsive reporting...

Worflow MAX – streamline your business practices

We are always looking for efficiencies to streamline work practices and Workflow MAX certainly helped us with this goal. Since implementing the platform in January 2013, we have realised transformative business benefits. With over 10 000 customers globally, Workflow...

Reap the benefits of receipt scanning!

We are always looking for efficiencies to deliver better outcomes for our clients. With ReceiptBank, customers can take a snap of a receipt via their phone and send it to us instantly, removing the stress of forgetting to send or losing a receipt. Available for both...

Xero Updates

We would like to update you on some recent features enhancements: You can now attach additional files to your emails out of Xero. If you need to attach a contract, document or even a product picture with your invoice, now you can. See the help video from Xero:...

How to: Digital Document Signing

Have you thought about signing documents electronically? It is now widely accepted for many documents to be digitally signed and there are many tools on the market to do it. As tax professionals we are required to collect your signature on many documents for...

Store your documents in Xero Cloud Accounting Software

For all you Xero users out there or for anyone considering using Xero or asking us to use it with them, I just wanted to update you on the new files feature that Xero released this year. This feature allows you to store your financial docs in Xero or “In the cloud”....