The engagement model — the pilot process, who signs, what we can take on — lives on the Australia partner track. This page is the work-item list; that page is where a conversation actually starts.
What we cover
One page per intent — search the one that matches, or start with the fit call.
How the work runs
A named person on our team owns your file; software carries the transaction-level grinding underneath their review. We work inside the system you already use — never a platform of our own that your data has to move through.
- QuickBooks
- Xero
- NetSuite
- Sage
- Zoho Books
- Bill.com
- Gusto
- Dext
Where this stops, and who picks it up
We are a consulting firm — lodgments and agent work run through registered BAS and tax agents. Here is the licence line in Australia, stated before you buy anything — each of these is carried out by your registered BAS or tax agent:
Stays with your registered BAS or tax agent
- Work out what goes on your BAS, or advise you on it — under TASA 2009 that requires registration we do not hold.
- Lodge anything with the ATO, or deal with the ATO on your behalf.
- Determine your GST treatment, or calculate your superannuation guarantee.
- Report Single Touch Payroll as your agent.
- Give advice a registered tax agent is required to give.
Questions worth asking before you start
Will you deal with the Australian Taxation Office on my behalf?
No. We are a consulting firm — lodgments and agent work run through registered BAS and tax agents. Anything that means dealing directly with ATO — filing, correspondence, representation — stays with your registered BAS or tax agent. What changes is how much work it is for them: they open a file that is already reconciled and coded, not one they have to rebuild first.
Who actually does the work — a person or an AI tool?
A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.
What is the difference between this page and the partner track?
This page lists the work our team can take on behind your practice. The engagement model, the pilot process and exactly where the line sits between your firm and us live on the Australia partner track — start there once you know what you want to cover.
Who signs the return or the report at the end of it?
Your firm, always. We prepare computations, workpapers and schedules for your review; Your registered BAS or tax agent stays the one who reviews, signs and files under your engagement letter.
Do you work with our clients directly?
No. We work inside your file, to your naming and structure, and hand finished work back to your team. Your clients see your firm; they do not see us.
Start on the partner track.
Tell us what season or client book you are trying to cover — the partner page has the full model.
