Automating Tax

Add more hours back to your day by moving to the latest systems for finding answers and dealing with clients. Take a dive into how you can use the latest tax tools to increase the efficiency of your compliance, make more money from compliance and more.


Tactical presentations, practical workshops and interactive panel discussions.


Automating Tax, Tuesday 12 November 2019

Aris Liacopoulos

How to Unlock The True Value of Advisory

The term advisory is thrown around at conferences like lollies at a kids party. What does advisory really mean and how can it benefit you? Hear a panel of accountants selling advisory explain what your clients really want, how you can find that information and – most importantly – how to value it.
  • Learn how to sell and deliver advisory to clients of all sizes
  • Find out how to use advisory to up-skill and monetise juniors in your practice
  • Discover what clients value in an advisory service
Ben Miller

How to Build An Intelligent Practice

Working in accounting and tax can be overwhelming. Keeping up with case law, legislative changes, ATO rulings and announcements and macro-economic events on top of a heavy workload is nearly impossible. Emerging technologies can manage this burden by transforming the way we work. Find out how to escape repetitive processes and focus on selling intelligent insights instead.
  • Discover how to mine your existing client database for new business opportunities
  • Learn how to demonstrate value to clients when compliance services are becoming commoditised
  • Find out how to move away from retrospective compliance to proactive advisory work
David Burke

Fast Track to Multi-Services: Mapping Workflows for Today's Accounting Firms

Firms can have several reasons for wanting to expand their services portfolio. A defensive hedge against lower compliance fees or to increase revenue from your existing client base. But how do you do this efficiently and easily? See the results of research into workflows of successful multi-partner firms and the optimal approach to service delivery.
  • Discover the critical workflows for multi-service firms including cross-selling and holistic reporting
  • Find out how long it takes to test and successfully roll out a second or third service
  • Learn how to recruit the right mix of skills to staff a new service line
Ron Drost
Automating Tax

The Revolution Continues: The Next Chapter in the ATO’s Correspondence Road Map

The biggest change in 30 years in ATO document delivery has already hit – and the ATO has another lot of changes in the pipeline. Practices need to implement five key changes to their processes for handling Notices of Assessment and stay compliant with privacy and security guidelines.
  • Discover the fastest way to process, check and file NOAs and deliver to your client
  • Learn how you can apply the latest in machine learning and robotics to ATO documentation
  • Get some tips for developing a solid digital delivery strategy
Joshua Van Gestel

We Need to Talk About – Financial Resilience

Financial stress can impact productivity, health and relationships in all businesses. Building financial resilience for your clients is important and goes beyond today. Want to know how to help your clients take one of their biggest business expenses and make it a key part of their employee experience?
  • Discover the importance of your clients’ health, and financial resilience
  • Learn how to promote the importance of employee engagement and performance
  • Find out how to talk about the importance of superannuation as a key employee benefit
Joshua Van Gestel, National Education Manager, Sunsuper
Ron Lesh

How Mobile Can Create Remarkable Experiences For Your Clients

The cloud lets accountants be accountants again. Something or someone else can now do the hack work. But the greatest threat to accountants is not the cloud or technology – it is failing to focus on what your customer wants. How are you harnessing technology to provide your client with remarkable experiences?
  • Discover why improved transparency creates trust with your clients
  • Learn why education creates connection – and how to deliver it to your clients without annoying them
  • Find out how you can give your client remarkable experiences
last published: 12/Nov/19 06:25


Automating Tax, Wednesday 13 November 2019

Paul Winter

A Radical Reimagining of Audit

The basics of carrying out an audit haven’t changed for centuries. The tectonic shifts in technology are giving rise to new ways of thinking that could see sampling dumped for real-time audits of every single transaction – even if a SME sells thousands of items a day.
  • Discover how changes access to banking data will give accountants much more power
  • Learn about the potential new models for audit and when they are likely to emerge
  • Find out how firms can redesign their audit teams and create radical new services
Dan Beck

Practical Tips on Making Dashboards in Power BI

Power BI is emerging as the weapon of choice for outsourced CFO services that report on financial and operational data. One of the best ways to demonstrate the value of reporting to clients is to show a dashboard of KPIs the CEO cares most about. See a mix of real dashboards for various industries that resulted in ongoing work.
  • Find out how to lay out a dashboard with the optimal amount of information for your client
  • Learn about the process for putting together a dashboard and the in-house skills required
  • Discover the set-up services you can sell to set up a client with an automatically updating dashboard
Hank de Jonge

How To Turn That Problem File Into a Client For Life

Every time a struggling business closes, you lose a client. Discover a new way to help and retain that client for life. You can change your model for dealing with clients in financial distress by utilising pre-insolvency services. Find out how this independent professional advice can assist your clients to gain a far superior outcome.
  • Walk away with the solution to your problem files
  • Learn the new way you can help clients in financial distress
  • Discover how to strengthen client relationships by helping identify and deal with risk
Sharon McClafferty

The Shared Service Model And Other Growth Options for Cloud Firms

It is relatively easy to start a cloud firm yourself – but relatively difficult to scale it if you have become the major attraction. Even if you hire a junior, your clients all want to see you! Hear how cloud firms are using tech and partnerships to give themselves new options, with or without an equity piece.
  • Find out how to avoid burnout by expanding your services with other star performers
  • Learn how you can leverage technology to increase your ability to grow
  • Discover a way to beat the “one-person show” blues
Peter Thorp
Automating Tax

The Black Economy Crackdown – Be Prepared

The Tax Office has handed $300m to the Black Economy Taskforce to counter black economy behaviour. This is estimated at 3% of GDP or about $50b annually and costs the government billions in revenue. BAS and tax practitioners will encounter several Black Economy Project initiatives. Now is the time to prepare for the inevitable Tax Office interaction.
  • Understand the various Black Economy activities at the Tax Office’s disposal
  • Learn what your clients need to do right now to avoid becoming a Black Economy statistic
  • Find out how the Tax Office’s Black Economy activities impact BAS and tax agents
last published: 12/Nov/19 06:25


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