Delivery capacity for Australian practices.
If you run a CPA or chartered accountancy practice, your constraint is usually capacity rather than demand. We work as your delivery team: your engagement, your file, your review, your signature — our people doing the work underneath it.
Who does what
Your practice stays the ATO point of contact. What changes is who does the work underneath that.
| Your firm | CapEasy | |
|---|---|---|
| The relationship | Engagement letter, client contact, review checkpoints | Never contacts your client |
| The sign-off | Reviews and signs everything, always | Nothing goes out in our name |
| The work | Sets the standard and the template | Bookkeeping, workpapers, schedules — finished to your file structure |
| The systems | Your software, your access controls | Named team working inside them, least-privilege |
| The season | Decides what to hand over, when | Capacity flexes with it — a named team, not a rotating pool |
Where the capacity actually comes from
- AI takes the first pass — matching transactions, drafting the coding, building the schedule from source documents.
- A named person finishes it — checks the machine’s work, chases what does not tie out, formats to your file structure.
- Your queue gets near-done work, not first drafts — that is the whole reason the capacity exists.
- Your team reviews everything before anything goes out under your name. The grinding is machine-assisted; the judgment is not.
One pilot month, illustrated
What we can take on
This goes further than the client track, because your firm is licensed, reviews, and signs.
| Bookkeeping & close |
|
| Preparation work |
|
What a pilot looks like
- Pick one slice. One engagement, or one slice of a busy season — never a wholesale handover on day one.
- We run a full cycle inside your systems, to your file structure and naming.
- You review it like staff work. Same checkpoints, same standard, your sign-off.
- Extend or stop. If it holds up, capacity extends to the next engagement; if not, nothing was ever signed in our name.
No engagement minimum. A short note on what you are trying to cover — a season, a client book, a standing team — is enough to start.
You stay the firm of record
- Your firm remains the engagement partner, the preparer of record and the filer.
- We do not sign, we do not file, and we do not hold ourselves out to your clients.
- We take on no work in our own name that requires a licence we do not hold.
- Disclosure and consent obligations for outsourcing — including client consent where your jurisdiction requires it — remain yours.
- We support whatever your professional body requires of the arrangement.
In Australia specifically: We are a consulting firm — lodgments and agent work run through registered BAS and tax agents. We will support whatever your professional body asks for.
Tell us what you are trying to cover — season capacity, a specific client book, or a standing team. A short note is enough to start.
The capacity argument
- An Australian accounting or BAS-agent practice hits its ceiling the same way a US firm does: not from a shortage of clients, but from a shortage of hours to process them through.
- Quarterly BAS deadlines, Single Touch Payroll finalisation, super guarantee due dates, and the 30 June financial-year-end crunch all land on the same small team of registered agents and their support staff, and the mechanical work of getting a file review-ready eats the time that should go to the advisory conversations clients actually pay for.
The full argument — read the detail
We add capacity to that team without adding a headcount. A named team member, working with AI that handles bank-feed matching, transaction coding, and document extraction, gets a client's file to the point where your registered BAS or tax agent opens a reconciled, review-ready set of workpapers rather than a pile of unmatched transactions. The AI does not ascertain or advise on anything — it accelerates preparation under a person who is accountable for the file, and your agent's own review remains the step that turns preparation into something that can be lodged.
This model is built around your registration, not around ours. TASA 2009 s.90-10 defines a BAS service broadly — ascertaining or advising on a liability, not merely lodging it — so the boundary is not a formality we work around; it shapes what we will and will not touch. We prepare, reconcile, and organise. Your registered agent ascertains, advises, and lodges.
Engagements are scoped narrow to start: one client's quarterly BAS preparation, one payroll cycle's STP data assembly, one EOFY clean-up. A practice sees the actual workpapers before deciding whether to route a wider book of clients through the arrangement, and either side can scale the volume up or down each quarter as workload changes.
The value here is capacity, never price. A practice that can move BAS preparation and STP data assembly for forty clients through the same two registered agents, without those agents doing the transaction coding themselves, spends more of its billable hours on the advisory work that needs a registration to give — which is the work that actually grows a practice.
How the engagement operates
Engagement model — who owns the client relationship
- Client contact, engagement letters, and pricing stay with your practice.
- All correspondence with a client runs through your practice, including on cc or forwarded threads.
- Your practice decides which client files are routed to us and can bring any engagement back in-house at any point.
The detail
The client relationship is entirely yours. Your practice is the only name your client hears and the only party they are told to contact. All scoping, pricing, and communication about a client file run through your practice — we sit behind your registration as a preparation layer, not as a second firm the client is aware of.
What we deliver, and in whose template
- Bookkeeping and reconciliation: matched bank feeds, coded transactions, and a reconciled trial balance ahead of BAS or EOFY preparation.
- BAS preparation support: transactions matched, categorised, and totalled against each BAS label with a suggested GST treatment flagged for confirmation — your registered agent reviews, ascertains the actual GST treatment, and lodges.
- STP data assembly: payroll data organised and checked for the pay run, ready for your registered agent's STP report and end-of-year finalisation — the lodgment itself stays with your agent.
- Super guarantee tracking: contributions matched against payroll records and flagged against the quarterly due dates so your agent can confirm compliance — that confirmation call is your agent's alone.
- EOFY workpapers: reconciled accounts and supporting schedules prepared to Australian Accounting Standards, ready for your practice's 30 June close and ASIC annual review preparation.
- Payroll processing support: pay runs processed against your award and employment data under your practice's instruction, with every calculation flagged for review before finalisation.
The detail
Everything is built inside your practice's existing workflow — your chart of accounts, your workpaper format, your accounting software where access permits — so a reviewing agent should not be able to tell a file passed through us just from its shape.
Review and sign-off flow
- Every file carries a completion note showing what was reconciled and what needs your agent's judgment.
- We flag ambiguous GST or classification items for your agent rather than making the call ourselves — that call is squarely inside the BAS-service definition and stays with your registration.
- Your registered BAS or tax agent ascertains, advises, and lodges — the three acts stay entirely with your registration.
The detail
Nothing we prepare reaches a client or the ATO without your registered agent reviewing it. Files are built to make that review efficient: transactions are reconciled and totalled before they reach your agent, and anything ambiguous — a transaction whose GST treatment is unclear, an unreconciled variance — is flagged rather than decided.
Data security and access
- Access is granted per engagement and per team member, not across your client base.
- Client source documents are not retained past the engagement; return or destruction is set in the engagement agreement.
- AI tooling used on client data operates in a controlled environment and is never used to train models on your clients' data.
The detail
Access is scoped to the engagement, not the whole practice, and stays fully within your control. We work inside access you grant — a shared drive, a defined role in your accounting software, a segregated workpaper folder — and you can revoke it at any time.
How a pilot runs
- Week 1: your practice shares the client file and template, with access scoped to that engagement only.
- Weeks 2–3: we prepare the reconciled file against your standard; your registered agent reviews it as they would a staff preparer's work.
- After review: your practice decides whether the file clears your bar and what volume to route next quarter.
The detail
A pilot proves the workflow on one real client file rather than a sample. We ask for a single quarter's BAS preparation or one client's EOFY clean-up so your registered agent reviews live work, not a demonstration.
What we will not do
- Ascertaining or advising on a BAS liability is the core of a BAS service under s.90-10 — work that requires registration and stays with your registered agent.
- Lodgment with the ATO, on any client's behalf, is carried out solely by your registered agent.
- GST treatment and the super guarantee figure relied on for compliance are determined by your registered agent.
- Single Touch Payroll reporting, as anyone's agent, is your registered agent's role.
- Advice that requires a registered tax or BAS agent is given by your registered agent.
The detail
Because TASA 2009 defines a BAS service by what the work IS, not by who signs it, the line sits earlier here than it would in a title-based regime. We stay on the preparation side of it without exception.
Questions people actually ask
Does routing work to you put our TASA registration at risk?
No — the model is built around your registration, not around working past it. We prepare and reconcile; your registered agent performs every act that TASA 2009 s.90-10 defines as a BAS service — ascertaining a liability, advising on it, or lodging it. That separation is a design constraint on what we take on, not a disclaimer added after the fact.
Do our clients need to be told their file passes through you?
That's your practice's decision, governed by your own engagement terms. Every deliverable is presented as your practice's work, prepared inside your templates, and any contact with your client stays within your practice.
Who actually lodges the BAS if you did the reconciliation?
Your registered BAS or tax agent, always. We deliver a reconciled file with transactions matched, categorised, and totalled by BAS label, with a suggested GST treatment flagged for confirmation — your agent makes the actual ascertainment and lodges. Your agent alone touches the ATO portal and decides GST treatment.
How do you protect client confidentiality?
Access is scoped per engagement and per team member rather than across your whole client base, and you can revoke it at any time. Source documents are not retained after an engagement closes, and the individuals on your files work under a confidentiality agreement.
What quality control happens before a file reaches our agent for review?
Every file is reconciled and checked against a completion checklist before it reaches you. Anything ambiguous — an uncertain GST code, an unreconciled transaction — is flagged in the file for your agent rather than resolved on our end, because resolving it would cross into advising, which is your agent's registration to exercise.
Can you handle quarterly BAS volume across our whole client base, or just one-off jobs?
Volume scales with your practice — a single client's quarterly BAS preparation to start, and a full client book once your registered agents have reviewed enough of our work to trust the pipeline. Capacity is reserved ahead of each BAS quarter specifically so it is not first-come against other practices we work with.
What happens if the person handling our files leaves?
We keep a named preparer assigned to a practice across engagements rather than rotating people through client files, because continuity matters as much on the AU side as it does anywhere. Any necessary handover happens with a documented transition your registered agent reviews before it takes effect.
Is client data used to train AI models?
No. AI tooling runs in a controlled, engagement-scoped environment and is not used to train models on client data — that is a term in the engagement agreement, not a verbal assurance.
What work can you actually take on beyond bookkeeping?
Bookkeeping and reconciliation, BAS preparation support up to the point of ascertainment, STP payroll data assembly, super guarantee tracking against due dates, EOFY workpapers to Australian Accounting Standards, and payroll processing under your practice's instruction. Everything arrives as a prepared file your registered agent finalises, lodges, and advises on.
How do you handle a disorganised client who is slow to provide records?
That's a relationship your practice manages — chasing the client stays with your practice. What we do is flag clearly and early what's missing from the file so your practice can follow up before a BAS or STP deadline gets close, rather than surfacing the gap at the last moment.
What does a pilot cost us in agent time?
Mostly the review itself — your registered agent checking one prepared BAS or EOFY file the way they'd check any staff preparer's first piece of work. Setup is a single scoping conversation and access provisioning for one client, not a practice-wide rollout.
What's the failure mode this is built to prevent?
A registered agent spending the days before a BAS deadline doing transaction coding instead of reviewing files and advising clients, because there was no one else to do the mechanical reconciliation. We take that mechanical load so agent time goes to the ascertainment and advice work only a registration can give.
Do you work inside our accounting software, or do we have to export data to you?
We work inside access you grant to your accounting software where your licensing allows it, and otherwise inside clean workpaper templates built for direct import. The deliverable is shaped to your existing process, not a separate format you have to convert.
Can volume flex with the BAS quarter cycle rather than being a flat monthly commitment?
Yes — volume is scoped per engagement rather than locked into a flat annual arrangement, because BAS-cycle and EOFY workload is naturally uneven. A practice can scale up ahead of a quarterly BAS deadline or the June EOFY period and step back down afterward without a standing commitment sized for the busiest week of the year.
We also work with practices in
United States and United Kingdom.
Partner with us — or if you are a business rather than a practice, the client track is over here: Australia.