Accounting Business Expo 2020 Agenda | Tech Talks

Looking to buy new technology, or need to compare solutions? Come and find out what tools do what. The Tech Talk stage is the hotspot for solution in action. 

Tech Talks, Monday 16 November 2020

Sharon Nouh
Tech Talks
09:00

"The Times They Are A-Changin” – Now More Than Ever It's 'The Time' To Digitise Your Business Processes

This song truly encapsulates this crazy year - such a time of change that has been brought upon us by the Coronavirus.This session is for businesses who know that automation and digitisation is now more than ever essential for a business to succeed.Join Sharon Nouh, CEO/Founder of expensemanager as she discusses how a digital process and automation can:
  • Reduce costs by eliminating manual effort and transform business processes to be as efficient and effective as possible
  • Support a WFH workforce and maintain high levels of customer service
  • Mitigating the increasing rate of business fraud
  • Hyper automation - what it is, why it's important for a best-in-class digital process
Session led by: expensemanager
Cynthia Ong
Tech Talks
09:00

5 Ways Castaway Can Help You

Learn how Castaway Forecasting, the most powerful forecast budgeting tool in the world, can help you save hours in your budgeting process.In this session, you will learn:
  • About some of the key features within Castaway
  • How you can speed up your month-end reporting process
  • How Castaway consolidates multiple files
Session led by: castaway-forecasting
Timothy Munro
Tech Talks
09:00

6 Steps To Getting Any Client To Accept Your Tax Advice

Learn how to automate the 4 stages of tax advice with ChangeGPS’s Tax Plan Plus.
  1. TELL your client what you plan to do
  2. FORECAST group profit
  3. CREATE a base scenario
  4. AUTOMATE tax strategy recommendations
  5. MODEL distribution plans
  6. PROVE tax savings to your client
By the end of this session, you will have the confidence to charge for and spend lesstime on tax advice.
Session led by: changegps
Shane Edwards
Tech Talks
09:00

A Guide To Giving Your Clients A Fresh Financial Start Post-COVID-19

Lanyana Financial Group exists to support Australian individuals and businesses who are in financial hardship with tailored debt management and lending solutions. Lanyana Financial Group CEO, Shane Edwards, will provide an overview on how COVID-19 has affected Australians financially and what options are available to assist your clients - both individuals and businesses - through these uncertain times.
Session led by: lanyana-financial-group
Michael Messner
Tech Talks
09:00

A TaxBanter Taster – Samples Of TaxBanter’s Industry Leading CPD Training

A “tech talk” in the most literal sense, showcasing the knowledge of some of our expert tax trainers with extracts from four TaxBanter training sessions – Federal Budget 2020-21; a tax update, and two special topics. Experience the quality of a TaxBanter training session.Learning Outcomes:
  • Gain insight into the value of TaxBanter training for your staff.
  • Contact our team to discuss your firm’s training needs.
Session led by: taxbanter
Garret Terrien
Tech Talks
09:00

Accelerating Your Business with DocuSign

Discover how to accelerate your business using the DocuSign and CAS 360 integration.
Session led by: docusign
Clint Estavilla
Tech Talks
09:00

An Integrated And Automated SMSF Workflow

  • See the various SMSF workflow scenariosand where Cloudoffis fits in and supports in-house or external processes
  • How Cloudoffis integrates with Class and BGL to become your administration, workflow & workpaper automation tool - from end of year processes, referencing, reviews, queries, signoff, and transfer to audit
  • Demonstration of the powerful workflow dashboard with entire stakeholder, job, and query management
  • For firms looking to outsource, see how Cloudoffis drastically increases efficiency and helps with business continuity in the audit department
Session led by: cloudoffis
Stan Corner
Tech Talks
09:00

ATOmate: The Ultimate ATO Document Automation

  • Discover how easy it is to automate the processing of ATO documents
  • Discover how to cut administration time by 90% so you can focus on your customer and client
  • Find out how to get your team to love you for automating time consuming tasks
Session led by: atomate-powered-by-business-automation-works
Tristan Daniell
Tech Talks
09:00

Breaking Down The Common One-Size-Fits-All Approach To Cloud Accounting With IPA Books+

  • Discover how a modular approach can personalise the cloud accounting experience
  • Learn how IPA Books+ enables collaboration and promotes improved productivity
  • Understand how you can adhere to mandatory ATO requirements like Single Touch Payroll (STP)
Session led by: reckon
Prasanna Nagar
Tech Talks
09:00

Bring Joy + Simplicity To Client Engagement/Advisory

The co-founders provide a fun exposé on how they created Zivora to help the economy grow faster through superior Virtual CFO automated visual insights.
  • Why Zivora's no-nonsense fun tool, to engage small business in their own financial story, is a winner
  • What is Zivora.co and how it's simplifying the Accountant/Bookkeeper role in the Virtual CFO/Advisory/Automated Insights area?
  • How accountants can save time and improve communications with Zivora's inbuilt chat/commentary function
Session led by: zivora
Ross Cullen
Tech Talks
09:00

Business Failure – Director’s Home At Risk. Not Necessarily!

See the difference quality pre-insolvency advice can make for a person in financial distress! Thankfully, with quality advice clients can often retain the family home and cause minimal interruption to family life. A real-life case study will demonstrate how different the outcome can be when you get the right advice. In this case two brothers faced identical challenges, but the outcomes were radically different.
  • Learn the importance of recording personal guarantees your clients have signed
  • Understand the implications of ATO debt for directors
  • Find out how to retain the family home in a worst-case scenario
Session led by: de-jonge-read
Tim Higgs
Tech Talks
09:00

CCH iFirm Practice Manager And Document Vault

With CCH iFirm Practice Manager you will benefit from efficiency and visibility from the first cloud-based practice management platform in Australia. Easy job allocation and an impressive toolkit and reporting leads to transparency and accountability throughout your practice. The new CCH iFirm Document Vault brings all your hard and soft copy documents together into one single, easily accessible location.
Session led by: wolters-kluwer
Cecilia Skinner
Tech Talks
09:00

CCH iKnow: Tax Research Platform

Balanced tax commentary with up-to-date data and insights, prepared by the same team that powers the Australian Master Tax Guide.
  • Source material of the latest legislation, rulings, cases, and judgments
  • Topic guides with a practical overview of that tax topic and relevant source material, news and commentary
Cecilia Skinner, Business Manager, Wolters Kluwer
Session led by: wolters-kluwer
Tim Higgs
Tech Talks
09:00

CCH iQ Client Match: Identify Advisory Work

Thispredictive intelligence technology automatically identifies which clients you should contact about upcoming tax changes and our content explains how it will impact them. Without having to spend time manually aligning clients to tax changes, you’re open to focus on higher value activities, such as advising your clients on how to deal with these upcoming taxdevelopments. CCH iQ Client Match enables you to provide a proactive, value-added service, so your clients are better protected andyourpractice is better equipped to grow. Integrating seamlessly with Xero Tax and CCH iFirm.
Session led by: wolters-kluwer
Kate Hulsman
Tech Talks
09:00

Clients In Financial Distress? See What Options Are Available.

Do you have clients facing financial difficulty?Probably a loaded question right now.A practical case study format will highlight the different options for your client in these situations and how the right solution can make a huge difference to the outcome.
  • Learn how independent, holistic advice can assist business owners and individuals achieve the best possible outcome
  • Discover how a business can be restructured and become profitable
  • Understand bankruptcy and how an individual can keep their family home
Session led by: de-jonge-read
Gavin Levinsohn
Tech Talks
09:00

Close The Gap Before They Do – A Primer On The Cyber Scams Targeting Finance Teams And What To Do About Them

This tech talk will
  • Unpack the latest social engineering scams, duping and defrauding finance teams
  • What to do about them
  • How to mitigate the rest of loss in the payments process
  • How to enhance payment controls to prevent successful cyber-attacks
Session led by: eftsure
Scott Wilkinson
Tech Talks

Connecting With Clients For Sharing & Signing

Avoid sharing documents via email and remove the need for another physical signature. This session will go through how to securely share documents, assigning tasks to clients for them to complete, and how to get a document digitally signed in SuiteFiles in just a few clicks.
  • Understand how digital signing is used in SuiteFiles
  • See a new process for sharing and requesting information from your clients
  • Look at a simplified workflow for onboarding & ongoing client management
Session led by: suitefiles
Joshua Williams
Tech Talks
09:00

Creating Your Very Own Digital Reporting Solution That Works

Do your clients want more insights, but less paperwork? Are you wanting to improve the timeliness and frequency of SMSF reporting? Are you hoping to save yourself time in the process?Join me as I share how we have helped accountants give their clients a better experience, in a way that can really benefit your business.Redirecting mail, changing the way transactions are processed, and obtaining appropriate authorisations are all key to being able to offer your own digital reporting solution for clients
Session led by: superguardian
Katherine Port
Tech Talks
09:00

Discover How To Streamline Data Entry With AutoEntry

  • Find out how to streamline your data entry and maximise features within AutoEntry
  • Discover AutoEntry’s full line item extraction and how to set rules for line items
  • How to reconcile supplier statements for your business or clients business
Session led by: autoentry
Oliver Pritchard
Tech Talks
09:00

Empowering your clients to embrace remote working

A talk on how your clients can embrace remote working, and utilise ERP to boost their productivity and effectiveness.
Session led by: liberate-i.t.
Adriana Cavallo
Tech Talks
09:00

Empowering Your Firm By Creating A Connected Practice

  • What does a connect practice look like?
  • The positive impact that a connected practice has on your workflow
  • By using BGL, how can you create a connected practice
Session led by: bgl
Leanne Lewis
Tech Talks
09:00

Explore An ABN Membership

An ABN membership provides you with the best resources, tools, and templates to assist you in transforming your bookkeeping business. Let’s explore the ABN Member Centre and how it can become your greatest weapon for success in your bookkeeping journey!
Session led by: australian-bookkeepers-network
Penny He
Tech Talks
09:00

Exploring Managed Investment Scheme (MIS)

This session talks about what is Management Investment Scheme (MIS) and how MIS works.Learning Outcomes:
  • Understand basic knowledge of MIS
  • Learn the benefit of the MIS structure
  • Know how to establish and operate MIS
Session led by: n1-holdings
Ben Gill
Tech Talks
09:00

Go To The Cloud With Australia’s Number One Corporate Compliance Platform

Over a million companies are still on desktop using the ASIC portal – this is the time to save 50% of your admin tasks with a cloud-based solution. In this session, Ben will show you how it couldn’t be easier to handle all your ASIC compliance including annual statements, debt reminders, and all other lodgement documents.
  • Implement streamlined workflows with annual statement automation and debt reporting.
  • Eliminate repetitive data entry – saving you money and time! – by making changes to companies in bulk.
  • Automate client follow up with personalised outgoing communications with your branding and customised templates.
Session led by: nowinfinity
Karen McDonald
Tech Talks
09:00

How Cyber Attacks Hit Accounting Firms In 2020

In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountantsand Bookkeepers. We will cover:
  • What the flow-on effects of a cyber attack can be and the sources of these
  • How to spot a scam and how to avoid being caught out
  • Implementing a risk management plan
  • Case studies of firms that were targeted and the effects of these
Session led by: accountancy-insurance
Rod Spicer
Tech Talks
09:00

How JobKeeper And Cash Flow Boost Will Continue To Attract ATO Audit Activity

In this short, 15 minute webinar we will cover what audits wehave seen the ATO are doing around JobKeeper already, if accountants should have any extras concerns about JobKeeper 2.0 audits, and will the new JobKeeper 2.0 eligibility criteria and the cessation of cash flow boost lead to more ATO audit activity?
Session led by: accountancy-insurance
Andrew Hiscox
Tech Talks
09:00

How NETSTOCK Inventory Optimisation Can Help Transform Businesses

  • Free up cash and improve the balance sheet
  • Increase sales
  • Improve planning and replenishment efficiency
Session led by: netstock
James Lobbes
Tech Talks
09:00

How To Avoid A World Of Offshoring Pain With Technology

It is one of the critical success factors to offshoring, and the first thing you need to investigate before taking the plunge. How can you be sure your future offshore solutions provider (BPO) adopts best practice and quality technology? And the question on every accountant’s lips – how do I ensure data and IP safety and security? These experts cover the offshoring tech essentials that will keep the headaches at bay and set you up for success early. Learn:
  • How to uncover the tech your potential BPO is using and why it matters;
  • About the software you can bring to the table for team integration; and
  • The absolute security must-haves for a safe, secure, and productive global workforce.
Session led by: staff-domain
Ted Richards
Tech Talks
09:00

How To Do More To Help Your Clients

About 80% of Australians do not receive any professional financial help, and clients continually look to accountants for investment advice. The Banking Royal Commission has highlighted the importance of access to unconflicted and transparent advice, with digital advice increasingly being identified as a solution. This Tech Talk will update you on affordable and accessible solutions to help your clients with investment management.
  • How can accountants support clients who need further advice?
  • What is digital advice?
  • What problems can digital advice solve for clients?
Session led by: six-park
Justin Pavsic
Tech Talks
09:00

How To Document Business Processes For The Benefit Of Remote Teams

If there’s something successful franchises understand, it’s how a good process creates outstanding outcomes consistently. Regardless of who is doing the work, or where. Join Justin Pavsic, Managing Director, Staff Domain and learn:
  • Why you need to create business processes;
  • How to start documenting the processes; and
  • The best tools you can use to do this effectively and efficiently.
Session led by: staff-domain
John Woodbridge
Tech Talks
09:00

How To Stay Productive And Run Your Business Remotely

John discusses the workflow and client collaboration issues which arise when staff are working remotely.He also highlights how Nimbus Cloud Document Management features, work to assist in resolving these issues and thus allow staff productivity to be maintained in a distributed office environment.
Session led by: nimbus-portal-solutions
David Boyar
Tech Talks
09:00

How To Turn Tax Returns Into Advisory Work

Learn how to show your value to clients in your annual meeting with ChangeGPS Meetings app.
  1. STANDARDISING your annual meeting across all staff and clients
  2. PRESENTING group results in an automated report (and not a rushed excel report!)
  3. SETTING UP the advisory work for the year ahead
All with no extra time for you and in a time frame you’ve committed to your clients.
Session led by: changegps
Bill Mali
Tech Talks

Increase Cashflow & Reduce DSO & Costs With Paycepaid

With everything that’s going on in the world, the knock-on effect is that businesses will all have to adapt to new ways of doing business.
  • How high DSO affects your business and what actions are you taking to remedy this?
  • Why automation is the right way to go, logically and economically
  • Paycepaid is here to make your lives easier and help your business succeed!
  • Continuously innovating - Our collaboration with Monoova to allow you to choose how you receive, manage and pay funds in real-time
  • Stop writing off bad debtors and get in touch today!
Session led by: paycepaid
Ross Beavis
Tech Talks
09:00

Introducing UniFLOW Online’s Filing Assist: A Filing System To K.I.S.S*

There is one rule for filing: Keep it simple! So why does it always seem so complex and time-consuming? Introducing Canon’s uniFLOW Online’s Filing Assist*, a new cloud-based filing solution designed to save you time, reduce keying errors, and bring consistency to your filing. Whether you’re at home, at work, or on the go, if you can access the internet, you’ll be a button click away from finding the file you need, when you need it, quickly, and simply.Filing Assist uses pre-configured workflows that scan batches of repetitive documents including invoices, delivery notes, picking lists, and orders to popular cloud services. Not only are they scanned, they are named, converted, and filed based on rules and information from the document.
Session led by: canon
Akhil C
Tech Talks
09:00

Introducing Zoho Finance

Get a glance of the cloud-based, GST compliant Australian edition of Zoho Finance suite. This will introduce you to the capabilities of the key finance applications that can help you manage your back office operations and stay on top of your financials.
Session led by: zoho
Paul Murray
Tech Talks
09:00

Introduction To AccountKit

AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come along for an introduction to hear where AccountKit fits within your software stack as a precursor to our second tech talk “The Tools of AccountKit”. In this session we’ll be covering as follows:
  • Managing your clients, contact and affiliates
  • Client Group dashboard for creating visibility across your team
  • Outline of the power of the Integrations including Xero Practice Manager, NowIfninity, BGL and more
  • A brief overview of the CRM functions through the capturing of all types of correspondence
Session led by: accountkit
Kelly Hoyle
Tech Talks
09:00

Introduction To Airwallex For The Modern Accountant

Join Kelly Hoyle, Airwallex's partnerships manager as she demonstrates how Airwallex transforms the way businesses move and manage money globally. Airwallex provides global business accounts, built for the modern business.Learning Outcomes:
  • Streamline and secure your global team expense management with Airwallex Virtual Cards
  • Improve profit margins from high foreign exchange fees on international payments
  • Simplify multi-currency bookkeeping and reconciliation with our Xero integration
Kelly Hoyle, Channel Partnerships Manager, Airwallex
Session led by: airwallex
Gopi Sundaralingam
Tech Talks
09:00

Investment Trusts: The New Growth Frontier

Today, there are over one million trusts in Australia, including over 530,000 investment trusts making them the second largest investment vehicle after super. In this session, Gopi will showcase the current and future trends for accounting, and will demonstrate how you can leverage trust accounting and administration as a prime opportunity to grow your firm.Learning Outcomes:
  • Understand the current and future industry trends growth for accountingin today's industry landscape
  • Learn how to overcome common administration challenges to build a robust and scalable offer in the growing trust space
  • Explore how to automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
Session led by: class
Ben Gill
Tech Talks
09:00

Learn How To Save Money With NowInfinity’s Legal Documents

Save money by using legally backed, instantly available documents for entity creation to easily set up companies, trusts, SMSF, loan agreements, and more. In this session, Ben will go through pricing legal documents and help you create a top marketing strategy to drive traffic to your website, plus he’ll also teach you how to price for a growth plan in 2021.
  • Easily set up companies, trusts, SMSF within minutes.
  • Optimise your workflows with electronic signing to finalise documents and communicate with your clients in real-time.
  • Streamline registrations by setting up bank accounts, ABN, TFN, and ACNs in seconds.
Session led by: nowinfinity
Matthew Pisarski
Tech Talks
09:00

Learn More About QuickBooks Tax Powered By LodgeiT

Using QuickBooks Online Accountant you can efficiently finalise your client’s accounts and then seamlessly prepare and lodge their return using our integrated tax solution, QuickBooks Tax powered by LodgeiT.Join Matthew Pisarski, Strategic Partnerships Manager at Intuit, and Andrew Noble the Founder of LodgeiT, for a deep dive into how QuickBooks Tax will;
  • Allow you to prepare and lodge a return from anywhere
  • Auto-fill working papers, tax returns, and Special Purpose Financial Statements.
  • Simplify classification and mapping process with Artificial intelligence (AI)
  • Accelerate client sign off with e-signatures.
Session led by: intuit-quickbooks
Adam Koch
Tech Talks

Manage, Edit, Share & Sign Your Files Online - SuiteFiles

Increasingly, businesses are moving to the cloud. SuiteFiles allows accountants to store all of their client documents and emails online. With real time collaboration features, digital signing, and close integration with Xero & Microsoft 365, moving online has never been easier.
  • Understand the steps to transition your practice documents online
  • See how to automatically file client communications
  • Learn how to integrate Xero & Microsoft into SuiteFiles
Session led by: suitefiles
Zonaldson Quah
Tech Talks
09:00

Meet your customers’ legal, financial and tax needs faster with DocuSign

DocuSign enables accountants and tax specialists to get necessary signatures faster than ever, while still meeting strict legal requirements. Now you can turn around documents in hours—not days. Watch this demo to learn how you can meet clients' legal, financial and tax needs faster with DocuSign.
Session led by: docusign
Allan Boyle
Tech Talks
09:00

MYOB Capture

Create efficiencies in your workflow and safeguard your clients against audits by harnessing the power of MYOB Capture and the In-Tray to access source documentation when you need them.
Allan Boyle, MYOB
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Corporate Admin

An overview of the MYOB cloud Corporate Admin software. Register and create new corporations and entities, prepare and lodge ASIC forms, manage annual statements, stay on top of ASIC debts and securely correspond with clients.
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Essentials Onboarding

An overview of onboarding a new client to the MYOB Essentials software. Creating the file, setting up a custom chart, coding transactions and reporting.
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Portal

An overview of the MYOB portal solution for digital signatures and securely exchanging documents with clients on any device.
Session led by: myob
Leigh Gatherer
Tech Talks
09:00

MYOB: New, Powerful Reporting

Analyse your business data using the power of our all new reporting capabilities.
Session led by: myob
Kevin Butler
Tech Talks
09:00

NEW Partner Referral Program: Earn Tens Of Thousands Of Qantas Points For Setting Up Other Businesses For Success

Tune in to find out about B2Bpay’s new Partner Referral Program that allows you to help other Australian businesses get paid faster and improve cash flow and earn tens of thousands of bonus Qantas Points for doing so.
  • How you can help other Australian businesses get paid faster and improve cash flow by recommending B2Bpay’s innovative payment solutions
  • Learn how B2Bpay’s innovative integrations with Xero, MYOB, and QuickBooks work and how they can save businesses time and money
  • See how you can earn tens of thousands of Qantas Points per month, and watch your points balance take off. And when the time is right, you can take off on a well deserved holiday too!
Session led by: b2bpay
Mark Nimco
Tech Talks
09:00

Payments Made Awesome

Session led by: yak-pay
Andrew Souvannavong
Tech Talks
09:00

PayVu Walkthrough Demo

All business payments. 1 app. 1 process. 1 page. Turning Accounts Payable Into A Profitable, Client-Focused ServiceLearning Outcomes:
  • Separation of Roles/Duties
  • Slash your administration time, and low-value customer contact
  • Provide a secure, scalable, and compliant Accounts Payment solution for all customers
Session led by: payvu
Sam Bhaskar
Tech Talks
09:00

Powering Up Your Efficiency And Control With Automated Workflow Management

Challenges faced while outsourcing financial and accounting services are known to many! Listen to this one-of-its-kind 'Tech Talk' to learn about the role, technology, and automation play in overcoming these challenges. Learn how 'Automated Workflow Management Portal' at SuperRecords foster collaboration and increase efficiency while outsourcing your accounting services.
  • Challenges faced while outsourcing accounting services
  • Role 'Technology' play in overcoming those challenges
  • Increased efficiency, control, and collaboration with SuperRecords' Automated Workflow Management portal
Session led by: super-records
Jaya Teyjas
Tech Talks
09:00

Practice Anytime, Anywhere, with Sage Accountant Cloud

Clients' needs and expectations are constantly evolving and this is affecting a change in the way accountants interact with clients. For many practices, the ability to store client information that can be used to derive insights and the ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.
  • Learn how to gain insights from client and practice data
  • Drive growth through value-add services and enhanced
  • team productivity
  • Explore how you can automate your workflows
Session led by: sage
Stan Corner
Tech Talks
09:00

Protecting TFN And Other Private Information

Security is critical, as an accountant or tax agent you have an obligationto protect TFN and other private client information, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communication.Learning outcomes:
  • 92% of your clients prefer email communication over portal or Apps – what does this mean for you and your practice
  • Discover how you can email ATO documents to clientsand meet your privacy obligations
  • Plus reduce your admin time by 90% - and why your admin team loveyou for implementing ATOmate
Session led by: atomate-powered-by-business-automation-works
Steve Chaseling
Tech Talks
09:00

QuickBooks Month-End Review Demo, And The Latest Features In QuickBooks Online

Join us for a deep dive on Month-end Review, we’ll also do a rundown of the latest features in QuickBooks Online. Our QuickBooks Product Expert Steve Chaseling, will dive into key time-saving features designed to keep books accurate and up to date, automatically. With three clear steps, you can review transactions, reconcile accounts, and review key reports before closing out the month.We’ll cover:
  • Month- end Review
  • Latest features in QuickBooks Online Accountant
Session led by: intuit-quickbooks
Matthew Bambrick
Tech Talks
09:00

Reimagining Class as a multi-product environment

Are you using industry-leading technology solutions that drive efficiency through back-office automation? 31% of Class clients who use direct-connect data feeds save 20 hours per month and 38% of Class clients who use smart bulk processing of corporate actions save 10 hours per month. In this session, Matt will go show you how you too can save time, boost productivity through automation, improve client service levels, and grow profit through better efficiency enabled by technology with Class’ reimagined offering for SMSF, Portfolio, Trusts, and Corporate Compliance.
  • Save time by simplifying the administration of SMSFs through automation and connectivity.
  • Automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
  • Learn how to manage your compliance for SMSF, Trust, Portfolio, and companies to give your clients a whole wealth view.
Session led by: class
Darren Firman
Tech Talks
09:00

Secure And Flexible Ways Of Working With Onvio: Tax And Practice Management

Perform efficiently and productively while working virtually with staff and clients. Hear about howThomsonReutersOnvio can help you adapt to digital and paperless ways of working to save time and run your practice.
Session led by: thomson-reuters
Kenneth Hickey
Tech Talks
09:00

Show Me The Money… With 98.5% Accuracy For Incoming Invoices

Financial processes are no place to short-change your business. Introducing Canon’s Automated Accounts Payable (AAP) solution; a cloud-based solution capable of managing your incoming invoices within 24 hours with a guaranteed 98.5% accuracy*.With this automated solution, the ingestion, capture, approval, coding, and paying of invoices is taken care of with a level of accuracy your business has never achieved before. Combining intelligent capture technology with a team of experts for added assurance, your invoices will be checked and validated before they are presented to your workflow, resulting in a significant reduction in errors relating to duplication or incorrect payments.
Session led by: canon
Ren Hor Wong
Teagan Israelsohn
Tech Talks
09:00

Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Want to see how Practice Ignition can help you to automate your engagement letters, eliminate debtors, and improve your clients' experience?In this tech talk you will discover:
  • How to create and send a proposal in 5 minutes that gets signed electronically
  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver
  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages
  • The huge automation possibilities available through Xero, QuickBooks Online, Xero Practice Manager, Karbon & Zapier
Session led by: practice-ignition
Vipul Sheth
Tech Talks
09:00

Successful Offshoring And Outsourcing

How AdvanceTrack use technology to manage offshore delivery, security, and transparency to deliver Seamless Outsourcing for accounting firms globallyOutcomes:
  • Why technology, security, and transparency are important for success in offshore delivery
Session led by: advancetrack-outsourcing
Kue Hall
Tech Talks
09:00

The Bookkeeping Disrupter That Is Now Revolutionising Accounting & Bookkeeping Practices

Learn whataccountants and bookkeepers told us they are over, and why it led to XBert CONNECT for advisors. Understand why task and process tools are not systems of the future if they don’t have AI audit and client collaboration tools built-in. Discover XBert and how you can best support your clients using accurate data and insights for smarter advice and increased value advisory services.
Session led by: xbert
Kevin Butler
Tech Talks
09:00

The Payment Revolution: Learn About How Implementing Seamless Digital Payment Capabilities Can Help Businesses Improve Cash Flow, Get Paid Faster, And Earn Reward Points

Small and medium-sized enterprises encounter many challenges and complexities in running and growing their businesses. At the very core of every business is its ability to take in revenue (to sell) and to secure its supply of inventory and other inputs (to buy).Discover how significant value can be unlocked for SMEs by making or receiving payments strategically in a manner that attracts rewards, improves working capital, drives efficiency, and optimises processes. Learn how businesses can benefit on both the payables and receivables side from more modern, integrated digital payment capabilities.
  • B2Bpay and how it can solve common SME business frustrations
  • How B2Bpay’s innovative integrations with Xero, MYOB and QuickBooks work and how they can save businesses time and money
  • How real-life small businesses have benefitted from using B2Bpay for both payables and receivables
Session led by: b2bpay
Michael Bradley
Tech Talks
09:00

The Power Of Cloudoffis Integration

  • Watch as we connect an auditor with an accountant and send an audit job (including PDF supporting docs!) in a matter of minutes.
  • We also briefly demonstrate the power of SMSF Sorted and how an auditor can benefit from the administration teams compliance work
  • Our newly created BGL Workpaper integration is also on show
Session led by: cloudoffis
Paul Murray
Tech Talks
09:00

The Tools Of AccountKit

AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come and see a practical run-through of a handful of the many tools within AccountKit and hear how they can bring huge efficiencies and opportunities to your practice. In this session we’ll be covering as follows:
  • Inter-entity loans made easy
  • Automation of equipment finance
  • Division7a made fun
  • Building beautiful client structure diagrams
Session led by: accountkit
Lynda Steffens
Tech Talks
09:00

Transform Your Accounting Business. Deliver Advisory The Right Way.

The business of Accounting is transforming, are you keeping up with the pace of change?Lynda Steffens is the founder of the Small Business Project, created to help Accountants make the transition from compliance reliance to having the skills to deliver advisory the right way and increase client revenue without selling.In this eye-opening segment Lynda reveals,
  • Why Advisory isn't working for Accountants and what you can do about it
  • You do have the skills to take clients on a business improvement journey and deliver advisory the right
  • Her insights into the accounting profile and the untapped potential in you and your industry
Session led by: the-small-business-project
Chad Hardy
Tech Talks
09:00

Two Tools That Will 10x Your Small Business Or Accounting/Bookkeeping Practice

PayRoller and Bookipi Invoice bridge the technology gap for small businesses and their advisors, accountants, and bookkeepers. Small businesses value simplicity, ease of use, and reasonable price points. Until now, they haven't been able to find a solution that fits these criteria. Find out more about how you and your clients can 10x their businesses with Payroller and Bookipi for free.
Session led by: payroller-by-bookipi
Katie Grant
Tech Talks
09:00

Understanding The Future Of Your Clients Application Landscape

A perspective on how ERP can assist your clients to scale and grow, with some practical tips on how you as an adviser can help them navigate a complex application landscape.
Session led by: liberate-i.t.
Brendan Widdowson
Tech Talks
09:00

Understanding The SME Cashflow Lending Environment

In this session, Brendan Widdowson will cover an array of topics such as; providing an overview of current market conditions, cash flow challenges businesses are facing, and identifying SME lending opportunities in the current environment.
  • Identifying opportunities
  • Market update
  • A partners experience
  • Recent scenarios
Session led by: banjo-loans
Daniel Tramontana
Tech Talks
09:00

Unlocking The Power Of Your Firm's Data

  • How does current real time data affect your workflow & planning
  • How your client engagement can improve by embracing data
  • How to make data driven decisions by using BGL
Session led by: bgl
Wayne Zwar
Tech Talks
09:00

Virtual CFO - See Automated Visual Insights And Advisory In Action

You are just minutes away from providing your clients with a superior automated Virtual CFO. Zivora can help you simplify your Advisory value-added services.
  • Learn how to best trial Zivora.co which is free for an unlimited time for up to THREE XERO connections
  • See how you can drive client engagement using their own visually enticing financials
  • Learn about the automated visual insights across Income and Expense,Cashflow, and the playful, simple, and fun Budgeting Template
Session led by: zivora
Darren Firman
Tech Talks
09:00

Where Knowledge And Marketing Connect: Checkpoint Solutions

Take a step forward to make better decisions and develop client relationships with confidence. Discover howThomsonReutersCheckpoint Solutions cankeep you ahead of regulatory change and stay connected with your clients.
Session led by: thomson-reuters
Scott Trevethan
Tech Talks
09:00

Why Accountants Are Crazy Not To Offer Bookkeeping Services To Their Clients

Why Accountants should not be turningtheir noses up at a hugely profitably, closely aligned and productivity-increasing service AND how to do it easily and without risk.
  • Why Accountants have been reluctant to offer bookkeeping services& what has changed so that they definitely should
  • What are the benefits of offering Bookkeeping services to clients?
  • How they can use Offshore team members to 3 x their profits from Bookkeeping with little / no risk
Session led by: go-global-bookkeeping
Tim Vero
Tech Talks
09:00

Why An Integrated Software System Is Best For SME’s In Manufacturing, Wholesaling And Service Industries

Learning Outcomes:
  • Spreadsheets aren’t designed to run a business
  • Integrated systems enable quicker, more accurate reporting
  • Integrated systems enable greater productivity improvement
Session led by: accentis
John Woodbridge
Tech Talks
09:00

Why You Need Cloud Document Management

John presents 5 major reasons why you should be in the Cloud and how a true Cloud Document Management system like Nimbus fundamentally differs from simple Cloud file stores to deliver tangible benefits to the Cloud-enabled business.
Session led by: nimbus-portal-solutions
Christopher Mackenzie
Tech Talks
09:00

Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP

Wiise helps Aussie SMBs move from basic accounting software and on-premise ERP to a solution that handles their growing needs. Clever accounting and ERP tech that helps the business run all their operations, banking, and payroll in the cloud, in one hub.
  • Who is Wiise right for?
  • Features and capabilities
  • See Wiise in action
  • Customer success stories
  • A bit about our Referral Program
Session led by: wiise
Hamish Browne
Tech Talks
09:00

Wiise Talks: Expand your Accounting Services with Wiise accounting and ERP software

Offer your clients clever accounting and ERP software that helps them run all their operations, accounting, banking and payroll in the cloud, in one hub. Wiise is just right for growing Aussie SMBs.
  • How we’re bridging the gap for SMBs
  • Wiise demo: features and capabilities
  • Who is Wiise right for?
  • A bit about our Referral Program
Session led by: wiise
Jon Melloy
Tech Talks
09:00

Work From Home Security – Three Tech Tips To Protect Remote Employees And Your Client Data

After the overnight shift to remote work firms are now embracing a hybrid working model, with teams working both in the office and remotely. The benefits of this are obvious, but this flexible model opens up firms to greater cybersecurity risk. Join us for this 15-minute tech talk where we’ll discuss:
  • How Remote work is changing IT security and increasing risk.
  • How to protect your employees and control access.
  • Simple free and low-cost steps to secure your data & Stay trusted
Session led by: practice-protect
Ron Drost
Tech Talks
12:20

Major Changes To ATO Correspondence Delivery

  • The ATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Session led by: ato-smartdocs
last published: 16/Nov/20 01:45

Tech Talks, Tuesday 17 November 2020

Sharon Nouh
Tech Talks
09:00

"The Times They Are A-Changin” – Now More Than Ever It's 'The Time' To Digitise Your Business Processes

This song truly encapsulates this crazy year - such a time of change that has been brought upon us by the Coronavirus.This session is for businesses who know that automation and digitisation is now more than ever essential for a business to succeed.Join Sharon Nouh, CEO/Founder of expensemanager as she discusses how a digital process and automation can:
  • Reduce costs by eliminating manual effort and transform business processes to be as efficient and effective as possible
  • Support a WFH workforce and maintain high levels of customer service
  • Mitigating the increasing rate of business fraud
  • Hyper automation - what it is, why it's important for a best-in-class digital process
Session led by: expensemanager
Cynthia Ong
Tech Talks
09:00

5 Ways Castaway Can Help You

Learn how Castaway Forecasting, the most powerful forecast budgeting tool in the world, can help you save hours in your budgeting process.In this session, you will learn:
  • About some of the key features within Castaway
  • How you can speed up your month-end reporting process
  • How Castaway consolidates multiple files
Session led by: castaway-forecasting
David Boyar
Tech Talks
09:00

6 Steps To Getting Any Client To Accept Your Tax Advice

Learn how to automate the 4 stages of tax advice with ChangeGPS’s Tax Plan Plus.
  1. TELL your client what you plan to do
  2. FORECAST group profit
  3. CREATE a base scenario
  4. AUTOMATE tax strategy recommendations
  5. MODEL distribution plans
  6. PROVE tax savings to your client
By the end of this session, you will have the confidence to charge for and spend lesstime on tax advice.
Session led by: changegps
Shane Edwards
Tech Talks
09:00

A Guide To Giving Your Clients A Fresh Financial Start Post-COVID-19

Lanyana Financial Group exists to support Australian individuals and businesses who are in financial hardship with tailored debt management and lending solutions. Lanyana Financial Group CEO, Shane Edwards, will provide an overview on how COVID-19 has affected Australians financially and what options are available to assist your clients - both individuals and businesses - through these uncertain times.
Session led by: lanyana-financial-group
Michael Messner
Tech Talks
09:00

A TaxBanter Taster – Samples Of TaxBanter’s Industry Leading CPD Training

A “tech talk” in the most literal sense, showcasing the knowledge of some of our expert tax trainers with extracts from four TaxBanter training sessions – Federal Budget 2020-21; a tax update, and two special topics. Experience the quality of a TaxBanter training session.Learning Outcomes:
  • Gain insight into the value of TaxBanter training for your staff.
  • Contact our team to discuss your firm’s training needs.
Session led by: taxbanter
Garret Terrien
Tech Talks
09:00

Accelerating Your Business with DocuSign

Discover how to accelerate your business using the DocuSign and CAS 360 integration.
Session led by: docusign
Clint Estavilla
Tech Talks
09:00

An Integrated And Automated SMSF Workflow

  • See the various SMSF workflow scenariosand where Cloudoffis fits in and supports in-house or external processes
  • How Cloudoffis integrates with Class and BGL to become your administration, workflow & workpaper automation tool - from end of year processes, referencing, reviews, queries, signoff, and transfer to audit
  • Demonstration of the powerful workflow dashboard with entire stakeholder, job, and query management
  • For firms looking to outsource, see how Cloudoffis drastically increases efficiency and helps with business continuity in the audit department
Session led by: cloudoffis
Stan Corner
Tech Talks
09:00

ATOmate: The Ultimate ATO Document Automation

  • Discover how easy it is to automate the processing of ATO documents
  • Discover how to cut administration time by 90% so you can focus on your customer and client
  • Find out how to get your team to love you for automating time consuming tasks
Session led by: atomate-powered-by-business-automation-works
Tristan Daniell
Tech Talks
09:00

Breaking Down The Common One-Size-Fits-All Approach To Cloud Accounting With IPA Books+

  • Discover how a modular approach can personalise the cloud accounting experience
  • Learn how IPA Books+ enables collaboration and promotes improved productivity
  • Understand how you can adhere to mandatory ATO requirements like Single Touch Payroll (STP)
Session led by: reckon
Prasanna Nagar
Tech Talks
09:00

Bring Joy + Simplicity To Client Engagement/Advisory

The co-founders provide a fun exposé on how they created Zivora to help the economy grow faster through superior Virtual CFO automated visual insights.
  • Why Zivora's no-nonsense fun tool, to engage small business in their own financial story, is a winner
  • What is Zivora.co and how it's simplifying the Accountant/Bookkeeper role in the Virtual CFO/Advisory/Automated Insights area?
  • How accountants can save time and improve communications with Zivora's inbuilt chat/commentary function
Session led by: zivora
Ross Cullen
Tech Talks
09:00

Business Failure – Director’s Home At Risk. Not Necessarily!

See the difference quality pre-insolvency advice can make for a person in financial distress! Thankfully, with quality advice clients can often retain the family home and cause minimal interruption to family life. A real-life case study will demonstrate how different the outcome can be when you get the right advice. In this case two brothers faced identical challenges, but the outcomes were radically different.
  • Learn the importance of recording personal guarantees your clients have signed
  • Understand the implications of ATO debt for directors
  • Find out how to retain the family home in a worst-case scenario
Session led by: de-jonge-read
Tim Higgs
Tech Talks
09:00

CCCH iQ Client Match: Identify Advisory Work

Thispredictive intelligence technology automatically identifies which clients you should contact about upcoming tax changes and our content explains how it will impact them. Without having to spend time manually aligning clients to tax changes, you’re open to focus on higher-value activities, such as advising your clients on how to deal with these upcoming taxdevelopments. CCH iQ Client Match enables you to provide a proactive, value-added service, so your clients are better protected andyourpractice is better equipped to grow. Integrating seamlessly with Xero Tax and CCH iFirm.
Session led by: wolters-kluwer
Tim Higgs
Tech Talks
09:00

CCH iFirm Practice Manager And Document Vault

With CCH iFirm Practice Manager you will benefit from efficiency and visibility from the first cloud-based practice management platform in Australia. Easy job allocation and an impressive toolkit and reporting leads to transparency and accountability throughout your practice. The new CCH iFirm Document Vault brings all your hard and soft copy documents together into one single, easily accessible location.
Session led by: wolters-kluwer
Cecilia Skinner
Tech Talks
09:00

CCH iKnow: Tax Research Platform

Balanced tax commentary with up-to-date data and insights, prepared by the same team that powers the Australian Master Tax Guide.
  • Source material of the latest legislation, rulings, cases, and judgments
  • Topic guides with a practical overview of that tax topic and relevant source material, news and commentary
Cecilia Skinner, Business Manager, Wolters Kluwer
Session led by: wolters-kluwer
Kate Hulsman
Tech Talks
09:00

Clients In Financial Distress? See What Options Are Available.

Do you have clients facing financial difficulty?Probably a loaded question right now.A practical case study format will highlight the different options for your client in these situations and how the right solution can make a huge difference to the outcome.
  • Learn how independent, holistic advice can assist business owners and individuals achieve the best possible outcome
  • Discover how a business can be restructured and become profitable
  • Understand bankruptcy and how an individual can keep their family home
Session led by: de-jonge-read
Gavin Levinsohn
Tech Talks
09:00

Close The Gap Before They Do – A Primer On The Cyber Scams Targeting Finance Teams And What To Do About Them

This tech talk will
  • Unpack the latest social engineering scams, duping and defrauding finance teams
  • What to do about them
  • How to mitigate the rest of loss in the payments process
  • How to enhance payment controls to prevent successful cyber-attacks
Session led by: eftsure
Scott Wilkinson
Tech Talks

Connecting With Clients For Sharing & Signing

Avoid sharing documents via email and remove the need for another physical signature. This session will go through how to securely share documents, assigning tasks to clients for them to complete, and how to get a document digitally signed in SuiteFiles in just a few clicks.
  • Understand how digital signing is used in SuiteFiles
  • See a new process for sharing and requesting information from your clients
  • Look at a simplified workflow for onboarding & ongoing client management
Session led by: suitefiles
Joshua Williams
Tech Talks
09:00

Creating Your Very Own Digital Reporting Solution That Works

Do your clients want more insights, but less paperwork? Are you wanting to improve the timeliness and frequency of SMSF reporting? Are you hoping to save yourself time in the process?Join me as I share how we have helped accountants give their clients a better experience, in a way that can really benefit your business.Redirecting mail, changing the way transactions are processed, and obtaining appropriate authorisations are all key to being able to offer your own digital reporting solution for clients
Session led by: superguardian
Katherine Port
Tech Talks
09:00

Discover How To Streamline Data Entry With AutoEntry

  • Find out how to streamline your data entry and maximise features within AutoEntry
  • Discover AutoEntry’s full line item extraction and how to set rules for line items
  • How to reconcile supplier statements for your business or clients business
Session led by: autoentry
Oliver Pritchard
Tech Talks
09:00

Empowering your clients to embrace remote working

A talk on how your clients can embrace remote working, and utilise ERP to boost their productivity and effectiveness.
Session led by: liberate-i.t.
Adriana Cavallo
Tech Talks
09:00

Empowering Your Firm By Creating A Connected Practice

  • What does a connect practice look like?
  • The positive impact that a connected practice has on your workflow
  • By using BGL, how can you create a connected practice
Session led by: bgl
Leanne Lewis
Tech Talks
09:00

Explore An ABN Membership

An ABN membership provides you with the best resources, tools, and templates to assist you in transforming your bookkeeping business. Let’s explore the ABN Member Centre and how it can become your greatest weapon for success in your bookkeeping journey!
Session led by: australian-bookkeepers-network
Penny He
Tech Talks
09:00

Exploring Managed Investment Scheme (MIS)

This session talks about what is Management Investment Scheme (MIS) and how MIS works.Learning Outcomes:
  • Understand basic knowledge of MIS
  • Learn the benefit of the MIS structure
  • Know how to establish and operate MIS
Session led by: n1-holdings
Ben Gill
Tech Talks
09:00

Go To The Cloud With Australia’s Number One Corporate Compliance Platform

Over a million companies are still on desktop using the ASIC portal – this is the time to save 50% of your admin tasks with a cloud-based solution. In this session, Ben will show you how it couldn’t be easier to handle all your ASIC compliance including annual statements, debt reminders, and all other lodgement documents.
  • Implement streamlined workflows with annual statement automation and debt reporting.
  • Eliminate repetitive data entry – saving you money and time! – by making changes to companies in bulk.
  • Automate client follow up with personalised outgoing communications with your branding and customised templates.
Session led by: nowinfinity
Karen McDonald
Tech Talks
09:00

How Cyber Attacks Hit Accounting Firms In 2020

In this short, 15 minute webinar we will discuss an overview of cybercrime and how it continues to impact Accountantsand Bookkeepers. We will cover:
  • What the flow-on effects of a cyber attack can be and the sources of these
  • How to spot a scam and how to avoid being caught out
  • Implementing a risk management plan
  • Case studies of firms that were targeted and the effects of these
Session led by: accountancy-insurance
Sean Wilson
Tech Talks
09:00

How HR Tech Helps You Avoid People Management Headaches And ‘Wage Theft’ Scandals

People management headaches can be damaging to your business. They can also be costly and time-consuming to resolve. ‘Wage theft’ scandals can also be very-expensive and damaging to your brand.
  • Discover how HR tech can help you manage people and compliance more effectively,
  • See how HR tech can help you manage mandatory employee records more efficiently,
  • Learn how HR tech can reduce people management stress and save you time & money!
Session led by: workforce-guardian
Rod Spicer
Tech Talks
09:00

How JobKeeper And Cash Flow Boost Will Continue To Attract ATO Audit Activity

In this short, 15 minute webinar we will cover what audits wehave seen the ATO are doing around JobKeeper already, if accountants should have any extras concerns about JobKeeper 2.0 audits, and will the new JobKeeper 2.0 eligibility criteria and the cessation of cash flow boost lead to more ATO audit activity?
Session led by: accountancy-insurance
Andrew Hiscox
Tech Talks
09:00

How NETSTOCK Inventory Optimisation Can Help Transform Businesses

  • Free up cash and improve the balance sheet
  • Increase sales
  • Improve planning and replenishment efficiency
Session led by: netstock
Justin Pavsic
Tech Talks
09:00

How To Avoid A World Of Offshoring Pain With Technology

It is one of the critical success factors to offshoring, and the first thing you need to investigate before taking the plunge. How can you be sure your future offshore solutions provider (BPO) adopts best practice and quality technology? And the question on every accountant’s lips – how do I ensure data and IP safety and security? These experts cover the offshoring tech essentials that will keep the headaches at bay and set you up for success early. Learn:
  • How to uncover the tech your potential BPO is using and why it matters;
  • About the software you can bring to the table for team integration; and
  • The absolute security must-haves for a safe, secure, and productive global workforce.
Session led by: staff-domain
Ted Richards
Tech Talks
09:00

How To Do More To Help Your Clients

About 80% of Australians do not receive any professional financial help, and clients continually look to accountants for investment advice. The Banking Royal Commission has highlighted the importance of access to unconflicted and transparent advice, with digital advice increasingly being identified as a solution. This Tech Talk will update you on affordable and accessible solutions to help your clients with investment management.
  • How can accountants support clients who need further advice?
  • What is digital advice?
  • What problems can digital advice solve for clients?
Session led by: six-park
Justin Pavsic
Tech Talks
09:00

How To Document Business Processes For The Benefit Of Remote Teams

If there’s something successful franchises understand, it’s how a good process creates outstanding outcomes consistently. Regardless of who is doing the work, or where. Join Justin Pavsic, Managing Director, Staff Domain and learn:
  • Why you need to create business processes;
  • How to start documenting the processes; and
  • The best tools you can use to do this effectively and efficiently.
Session led by: staff-domain
Wafaa Said
Tech Talks
09:00

How To Get Your Audit Done Smoothly

  • Record keeping and providing supporting documentation
  • Working with your auditor
  • Response to technical queries
Session led by: probe-smsf-audits
John Woodbridge
Tech Talks
09:00

How To Stay Productive And Run Your Business Remotely

John discusses the workflow and client collaboration issues which arise when staff are working remotely.He also highlights how Nimbus Cloud Document Management features, work to assist in resolving these issues and thus allow staff productivity to be maintained in a distributed office environment.
Session led by: nimbus-portal-solutions
David Boyar
Tech Talks
09:00

How To Turn Tax Returns Into Advisory Work

Learn how to show your value to clients in your annual meeting with ChangeGPS Meetings app.
  1. STANDARDISING your annual meeting across all staff and clients
  2. PRESENTING group results in an automated report (and not a rushed excel report!)
  3. SETTING UP the advisory work for the year ahead
All with no extra time for you and in a time frame you’ve committed to your clients.
Session led by: changegps
Bill Mali
Tech Talks

Increase Cashflow & Reduce DSO & Costs With Paycepaid

With everything that’s going on in the world, the knock-on effect is that businesses will all have to adapt to new ways of doing business.
  • How high DSO affects your business and what actions are you taking to remedy this?
  • Why automation is the right way to go, logically and economically
  • Paycepaid is here to make your lives easier and help your business succeed!
  • Continuously innovating - Our collaboration with Monoova to allow you to choose how you receive, manage and pay funds in real-time
  • Stop writing off bad debtors and get in touch today!
Session led by: paycepaid
Ross Beavis
Tech Talks
09:00

Introducing UniFLOW Online’s Filing Assist: A Filing System To K.I.S.S*

There is one rule for filing: Keep it simple! So why does it always seem so complex and time-consuming? Introducing Canon’s uniFLOW Online’s Filing Assist*, a new cloud-based filing solution designed to save you time, reduce keying errors, and bring consistency to your filing. Whether you’re at home, at work, or on the go, if you can access the internet, you’ll be a button click away from finding the file you need, when you need it, quickly, and simply.Filing Assist uses pre-configured workflows that scan batches of repetitive documents including invoices, delivery notes, picking lists, and orders to popular cloud services. Not only are they scanned, they are named, converted, and filed based on rules and information from the document.
Session led by: canon
Balasubramanian C
Tech Talks
09:00

Introducing Zoho Finance

Get a glance of the cloud-based, GST compliant Australian edition of Zoho Finance suite. This will introduce you to the capabilities of the key finance applications that can help you manage your back office operations and stay on top of your financials.
Session led by: zoho
Paul Murray
Tech Talks
09:00

Introduction To AccountKit

AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come along for an introduction to hear where AccountKit fits within your software stack as a precursor to our second tech talk “The Tools of AccountKit”. In this session we’ll be covering as follows:
  • Managing your clients, contact and affiliates
  • Client Group dashboard for creating visibility across your team
  • Outline of the power of the Integrations including Xero Practice Manager, NowIfninity, BGL and more
  • A brief overview of the CRM functions through the capturing of all types of correspondence
Session led by: accountkit
Kelly Hoyle
Tech Talks
09:00

Introduction To Airwallex For The Modern Accountant

Join Kelly Hoyle, Airwallex's partnerships manager as she demonstrates how Airwallex transforms the way businesses move and manage money globally. Airwallex provides global business accounts, built for the modern business.Learning Outcomes:
  • Streamline and secure your global team expense management with Airwallex Virtual Cards
  • Improve profit margins from high foreign exchange fees on international payments
  • Simplify multi-currency bookkeeping and reconciliation with our Xero integration
Kelly Hoyle, Channel Partnerships Manager, Airwallex
Session led by: airwallex
Gopi Sundaralingam
Tech Talks
09:00

Investment Trusts: The New Growth Frontier

Today, there are over one million trusts in Australia, including over 530,000 investment trusts making them the second largest investment vehicle after super. In this session, Gopi will showcase the current and future trends for accounting, and will demonstrate how you can leverage trust accounting and administration as a prime opportunity to grow your firm.Learning Outcomes:
  • Understand the current and future industry trends growth for accountingin today's industry landscape
  • Learn how to overcome common administration challenges to build a robust and scalable offer in the growing trust space
  • Explore how to automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
Session led by: class
Ben Gill
Tech Talks
09:00

Learn How To Save Money With NowInfinity’s Legal Documents

Save money by using legally backed, instantly available documents for entity creation to easily set up companies, trusts, SMSF, loan agreements, and more. In this session, Ben will go through pricing legal documents and help you create a top marketing strategy to drive traffic to your website, plus he’ll also teach you how to price for a growth plan in 2021.
  • Easily set up companies, trusts, SMSF within minutes.
  • Optimise your workflows with electronic signing to finalise documents and communicate with your clients in real-time.
  • Streamline registrations by setting up bank accounts, ABN, TFN, and ACNs in seconds.
Session led by: nowinfinity
Matthew Pisarski
Tech Talks
09:00

Learn More About QuickBooks Tax Powered By LodgeiT

Using QuickBooks Online Accountant you can efficiently finalise your client’s accounts and then seamlessly prepare and lodge their return using our integrated tax solution, QuickBooks Tax powered by LodgeiT.Join Matthew Pisarski, Strategic Partnerships Manager at Intuit, and Andrew Noble the Founder of LodgeiT, for a deep dive into how QuickBooks Tax will;
  • Allow you to prepare and lodge a return from anywhere
  • Auto-fill working papers, tax returns, and Special Purpose Financial Statements.
  • Simplify classification and mapping process with Artificial intelligence (AI)
  • Accelerate client sign off with e-signatures.
Session led by: intuit-quickbooks
Adam Koch
Tech Talks

Manage, Edit, Share & Sign Your Files Online - SuiteFiles

Increasingly, businesses are moving to the cloud. SuiteFiles allows accountants to store all of their client documents and emails online. With real time collaboration features, digital signing, and close integration with Xero & Microsoft 365, moving online has never been easier.
  • Understand the steps to transition your practice documents online
  • See how to automatically file client communications
  • Learn how to integrate Xero & Microsoft into SuiteFiles
Session led by: suitefiles
Zonaldson Quah
Tech Talks
09:00

Meet your customers’ legal, financial and tax needs faster with DocuSign

DocuSign enables accountants and tax specialists to get necessary signatures faster than ever, while still meeting strict legal requirements. Now you can turn around documents in hours—not days. Watch this demo to learn how you can meet clients' legal, financial and tax needs faster with DocuSign.
Session led by: docusign
Allan Boyle
Tech Talks
09:00

MYOB Capture

Create efficiencies in your workflow and safeguard your clients against audits by harnessing the power of MYOB Capture and the In-Tray to access source documentation when you need them.
Allan Boyle, MYOB
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Corporate Admin

An overview of the MYOB cloud Corporate Admin software. Register and create new corporations and entities, prepare and lodge ASIC forms, manage annual statements, stay on top of ASIC debts and securely correspond with clients.
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Essentials Onboarding

An overview of onboarding a new client to the MYOB Essentials software. Creating the file, setting up a custom chart, coding transactions and reporting.
Session led by: myob
David Lockwood
Tech Talks
09:00

MYOB Portal

An overview of the MYOB portal solution for digital signatures and securely exchanging documents with clients on any device.
Session led by: myob
Leigh Gatherer
Tech Talks
09:00

MYOB: New, Powerful Reporting

Analyse your business data using the power of our all new reporting capabilities.
Session led by: myob
Kevin Butler
Tech Talks
09:00

NEW Partner Referral Program: Earn Tens Of Thousands Of Qantas Points For Setting Up Other Businesses For Success

Tune in to find out about B2Bpay’s new Partner Referral Program that allows you to help other Australian businesses get paid faster and improve cash flow and earn tens of thousands of bonus Qantas Points for doing so.
  • How you can help other Australian businesses get paid faster and improve cash flow by recommending B2Bpay’s innovative payment solutions
  • Learn how B2Bpay’s innovative integrations with Xero, MYOB, and QuickBooks work and how they can save businesses time and money
  • See how you can earn tens of thousands of Qantas Points per month, and watch your points balance take off. And when the time is right, you can take off on a well deserved holiday too!
Session led by: b2bpay
Mark Nimco
Tech Talks
09:00

Payments Made Awesome

Session led by: yak-pay
Andrew Souvannavong
Tech Talks
09:00

PayVu Walkthrough Demo

All business payments. 1 app. 1 process. 1 page. Turning Accounts Payable Into A Profitable, Client-Focused ServiceLearning Outcomes:
  • Separation of Roles/Duties
  • Slash your administration time, and low-value customer contact
  • Provide a secure, scalable, and compliant Accounts Payment solution for all customers
Session led by: payvu
Sam Bhaskar
Tech Talks
09:00

Powering Up Your Efficiency And Control With Automated Workflow Management

Challenges faced while outsourcing financial and accounting services are known to many! Listen to this one-of-its-kind 'Tech Talk' to learn about the role, technology, and automation play in overcoming these challenges. Learn how 'Automated Workflow Management Portal' at SuperRecords foster collaboration and increase efficiency while outsourcing your accounting services.
  • Challenges faced while outsourcing accounting services
  • Role 'Technology' play in overcoming those challenges
  • Increased efficiency, control, and collaboration with SuperRecords' Automated Workflow Management portal
Session led by: super-records
Jaya Teyjas
Tech Talks
09:00

Practice Anytime, Anywhere, with Sage Accountant Cloud

Clients' needs and expectations are constantly evolving and this is affecting a change in the way accountants interact with clients. For many practices, the ability to store client information that can be used to derive insights and the ability to introduce automation to capture and amalgamate data can help to provide an enriched client experience.
  • Learn how to gain insights from client and practice data
  • Drive growth through value-add services and enhanced
  • team productivity
  • Explore how you can automate your workflows
Session led by: sage
Stan Corner
Tech Talks
09:00

Protecting TFN And Other Private Information

Security is critical, as an accountant or tax agent you have an obligationto protect TFN and other private client information, this can present challenges and create complexity with client communication. Join us to see how ATOmate make this simple easy while maintaining client-centric communication.Learning outcomes:
  • 92% of your clients prefer email communication over portal or Apps – what does this mean for you and your practice
  • Discover how you can email ATO documents to clientsand meet your privacy obligations
  • Plus reduce your admin time by 90% - and why your admin team loveyou for implementing ATOmate
Session led by: atomate-powered-by-business-automation-works
Steve Chaseling
Tech Talks
09:00

QuickBooks Month-End Review Demo, And The Latest Features In QuickBooks Online

Join us for a deep dive on Month-end Review, we’ll also do a rundown of the latest features in QuickBooks Online. Our QuickBooks Product Expert Steve Chaseling, will dive into key time-saving features designed to keep books accurate and up to date, automatically. With three clear steps, you can review transactions, reconcile accounts, and review key reports before closing out the month.We’ll cover:
  • Month- end Review
  • Latest features in QuickBooks Online Accountant
Session led by: intuit-quickbooks
Matthew Bambrick
Tech Talks
09:00

Reimagining Class as a multi-product environment

Are you using industry-leading technology solutions that drive efficiency through back-office automation? 31% of Class clients who use direct-connect data feeds save 20 hours per month and 38% of Class clients who use smart bulk processing of corporate actions save 10 hours per month. In this session, Matt will go show you how you too can save time, boost productivity through automation, improve client service levels, and grow profit through better efficiency enabled by technology with Class’ reimagined offering for SMSF, Portfolio, Trusts, and Corporate Compliance.
  • Save time by simplifying the administration of SMSFs through automation and connectivity.
  • Automate and standardise trust accounting and administration plus manage investments and reporting for non-SMSF portfolios.
  • Learn how to manage your compliance for SMSF, Trust, Portfolio, and companies to give your clients a whole wealth view.
Session led by: class
Darren Firman
Tech Talks
09:00

Secure And Flexible Ways Of Working With Onvio: Tax And Practice Management

Perform efficiently and productively while working virtually with staff and clients. Hear about howThomsonReutersOnvio can help you adapt to digital and paperless ways of working to save time and run your practice.
Session led by: thomson-reuters
Kenneth Hickey
Tech Talks
09:00

Show Me The Money… With 98.5% Accuracy For Incoming Invoices

Financial processes are no place to short-change your business. Introducing Canon’s Automated Accounts Payable (AAP) solution; a cloud-based solution capable of managing your incoming invoices within 24 hours with a guaranteed 98.5% accuracy*.With this automated solution, the ingestion, capture, approval, coding, and paying of invoices is taken care of with a level of accuracy your business has never achieved before. Combining intelligent capture technology with a team of experts for added assurance, your invoices will be checked and validated before they are presented to your workflow, resulting in a significant reduction in errors relating to duplication or incorrect payments.
Session led by: canon
Ren Hor Wong
Teagan Israelsohn
Tech Talks
09:00

Streamline Client Engagements, Automate Payments And Improve Your Clients' Experience

Want to see how Practice Ignition can help you to automate your engagement letters, eliminate debtors, and improve your clients' experience?In this tech talk you will discover:
  • How to create and send a proposal in 5 minutes that gets signed electronically
  • Why getting payments set up inside the proposal (instead of post-proposal) is a huge time saver
  • The optional web connector that allows your prospects to generate their own quote online or choose from your carefully curated packages
  • The huge automation possibilities available through Xero, QuickBooks Online, Xero Practice Manager, Karbon & Zapier
Session led by: practice-ignition
Vipul Sheth
Tech Talks
09:00

Successful Offshoring And Outsourcing

How AdvanceTrack use technology to manage offshore delivery, security, and transparency to deliver Seamless Outsourcing for accounting firms globallyOutcomes:
  • Why technology, security, and transparency are important for success in offshore delivery
Session led by: advancetrack-outsourcing
Kue Hall
Tech Talks
09:00

The Bookkeeping Disrupter That Is Now Revolutionising Accounting & Bookkeeping Practices

Learn whataccountants and bookkeepers told us they are over, and why it led to XBert CONNECT for advisors. Understand why task and process tools are not systems of the future if they don’t have AI audit and client collaboration tools built-in. Discover XBert and how you can best support your clients using accurate data and insights for smarter advice and increased value advisory services.
Session led by: xbert
Kevin Butler
Tech Talks
09:00

The Payment Revolution: Learn About How Implementing Seamless Digital Payment Capabilities Can Help Businesses Improve Cash Flow, Get Paid Faster, And Earn Reward Points

Small and medium-sized enterprises encounter many challenges and complexities in running and growing their businesses. At the very core of every business is its ability to take in revenue (to sell) and to secure its supply of inventory and other inputs (to buy).Discover how significant value can be unlocked for SMEs by making or receiving payments strategically in a manner that attracts rewards, improves working capital, drives efficiency, and optimises processes. Learn how businesses can benefit on both the payables and receivables side from more modern, integrated digital payment capabilities.
  • B2Bpay and how it can solve common SME business frustrations
  • How B2Bpay’s innovative integrations with Xero, MYOB and QuickBooks work and how they can save businesses time and money
  • How real-life small businesses have benefitted from using B2Bpay for both payables and receivables
Session led by: b2bpay
Michael Bradley
Tech Talks
09:00

The Power Of Cloudoffis Integration

  • Watch as we connect an auditor with an accountant and send an audit job (including PDF supporting docs!) in a matter of minutes.
  • We also briefly demonstrate the power of SMSF Sorted and how an auditor can benefit from the administration teams compliance work
  • Our newly created BGL Workpaper integration is also on show
Session led by: cloudoffis
Paul Murray
Tech Talks
09:00

The Tools Of AccountKit

AccountKit is a suite of tools made specifically for Accountants and Bookkeepers, designed to help automate day-to-day compliance and administrative tasks. Come and see a practical run-through of a handful of the many tools within AccountKit and hear how they can bring huge efficiencies and opportunities to your practice. In this session we’ll be covering as follows:
  • Inter-entity loans made easy
  • Automation of equipment finance
  • Division7a made fun
  • Building beautiful client structure diagrams
Session led by: accountkit
Lynda Steffens
Tech Talks
09:00

Transform Your Accounting Business. Deliver Advisory The Right Way.

The business of Accounting is transforming, are you keeping up with the pace of change?Lynda Steffens is the founder of the Small Business Project, created to help Accountants make the transition from compliance reliance to having the skills to deliver advisory the right way and increase client revenue without selling.In this eye-opening segment Lynda reveals,
  • Why Advisory isn't working for Accountants and what you can do about it
  • You do have the skills to take clients on a business improvement journey and deliver advisory the right
  • Her insights into the accounting profile and the untapped potential in you and your industry
Session led by: the-small-business-project
Chad Hardy
Tech Talks
09:00

Two Tools That Will 10x Your Small Business Or Accounting/Bookkeeping Practice

PayRoller and Bookipi Invoice bridge the technology gap for small businesses and their advisors, accountants, and bookkeepers. Small businesses value simplicity, ease of use, and reasonable price points. Until now, they haven't been able to find a solution that fits these criteria. Find out more about how you and your clients can 10x their businesses with Payroller and Bookipi for free.
Session led by: payroller-by-bookipi
Katie Grant
Tech Talks
09:00

Understanding The Future Of Your Clients Application Landscape

A perspective on how ERP can assist your clients to scale and grow, with some practical tips on how you as an adviser can help them navigate a complex application landscape.
Session led by: liberate-i.t.
Brendan Widdowson
Tech Talks
09:00

Understanding The SME Cashflow Lending Environment

In this session, Brendan Widdowson will cover an array of topics such as; providing an overview of current market conditions, cash flow challenges businesses are facing, and identifying SME lending opportunities in the current environment.
  • Identifying opportunities
  • Market update
  • A partners experience
  • Recent scenarios
Session led by: banjo-loans
Daniel Tramontana
Tech Talks
09:00

Unlocking The Power Of Your Firm's Data

  • How does current real time data affect your workflow & planning
  • How your client engagement can improve by embracing data
  • How to make data driven decisions by using BGL
Session led by: bgl
Wayne Zwar
Tech Talks
09:00

Virtual CFO - See Automated Visual Insights And Advisory In Action

You are just minutes away from providing your clients with a superior automated Virtual CFO. Zivora can help you simplify your Advisory value-added services.
  • Learn how to best trial Zivora.co which is free for an unlimited time for up to THREE XERO connections
  • See how you can drive client engagement using their own visually enticing financials
  • Learn about the automated visual insights across Income and Expense,Cashflow, and the playful, simple, and fun Budgeting Template
Session led by: zivora
Darren Firman
Tech Talks
09:00

Where Knowledge And Marketing Connect: Checkpoint Solutions

Take a step forward to make better decisions and develop client relationships with confidence. Discover howThomsonReutersCheckpoint Solutions cankeep you ahead of regulatory change and stay connected with your clients.
Session led by: thomson-reuters
Scott Trevethan
Tech Talks
09:00

Why Accountants Are Crazy Not To Offer Bookkeeping Services To Their Clients

Why Accountants should not be turningtheir noses up at a hugely profitably, closely aligned and productivity-increasing service AND how to do it easily and without risk.
  • Why Accountants have been reluctant to offer bookkeeping services& what has changed so that they definitely should
  • What are the benefits of offering Bookkeeping services to clients?
  • How they can use Offshore team members to 3 x their profits from Bookkeeping with little / no risk
Session led by: go-global-bookkeeping
Tim Vero
Tech Talks
09:00

Why An Integrated Software System Is Best For SME’s In Manufacturing, Wholesaling And Service Industries

Learning Outcomes:
  • Spreadsheets aren’t designed to run a business
  • Integrated systems enable quicker, more accurate reporting
  • Integrated systems enable greater productivity improvement
Session led by: accentis
John Woodbridge
Tech Talks
09:00

Why You Need Cloud Document Management

John presents 5 major reasons why you should be in the Cloud and how a true Cloud Document Management system like Nimbus fundamentally differs from simple Cloud file stores to deliver tangible benefits to the Cloud-enabled business.
Session led by: nimbus-portal-solutions
Christopher Mackenzie
Tech Talks
09:00

Wiise Talks: Bridging The Gap Between Accounting Software And Full-Scale ERP

Wiise helps Aussie SMBs move from basic accounting software and on-premise ERP to a solution that handles their growing needs. Clever accounting and ERP tech that helps the business run all their operations, banking, and payroll in the cloud, in one hub.
  • Who is Wiise right for?
  • Features and capabilities
  • See Wiise in action
  • Customer success stories
  • A bit about our Referral Program
Session led by: wiise
Jon Melloy
Tech Talks
09:00

Work From Home Security – Three Tech Tips To Protect Remote Employees And Your Client Data

After the overnight shift to remote work firms are now embracing a hybrid working model, with teams working both in the office and remotely. The benefits of this are obvious, but this flexible model opens up firms to greater cybersecurity risk. Join us for this 15-minute tech talk where we’ll discuss:
  • How Remote work is changing IT security and increasing risk.
  • How to protect your employees and control access.
  • Simple free and low-cost steps to secure your data & Stay trusted
Session led by: practice-protect
Ron Drost
Tech Talks
11:00

Major Changes To ATO Correspondence Delivery

  • TheATO document system changes you will need to make
  • Getting the security right when delivering ATO documents
  • See an NOA processed in less than 10 seconds using AI and Machine learning
Session led by: ato-smartdocs
last published: 16/Nov/20 01:45