Author: Craig Hyslop
Client-side audit problems you need to fix
When it comes to performing audits, you are in control of what you or your team does – their actions, processes and performance are your responsibility. However, one side of audits that is somewhat out of your control is what we call “the client-side conduct.” This is as it sounds – it’s the way your […]
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New tax year: A time for new tech?
With the new tax year already in progress, accountancy firms have a prime opportunity to modernise how they operate, especially in terms of managing tax information and documents. Around this time in the tax season, your clients face daunting deadlines that can be stressful, and mistakes or delays add to this stress – as well […]
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Could your firm benefit from online forms and an automated workflow?
Paper-based and traditional methods of document management are outdated, insecure and inefficient. Traditional methods mean that documents like customer orders, evaluation feedback, membership forms and satisfaction surveys get “lost in the post” – as a manager, it’s hard to keep track of information and where it’s gone. They prevent your team from completing work on […]
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You made it through personal tax return season – now what?
We think congratulations are in order. This tax year, there were over 11 million Self-Assessment tax returns filed to HM Revenue & Customs (HMRC). All that hard work, late nights, digging through paperwork and badgering customers really paid off. However, many of you had a more miserable experience than is necessary. Why? Because your personal […]
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Accountants – It’s time to centralise your audit trails!
Accountants across the world are centralising their audit trails using cloud-based technology. As you no doubt know, gone are the days when an auditor would simply keep a paper trail of their actions and findings. (In fact, this is common across all accountancy practices – paper-based processes are outdated and unreliable). From an auditor’s perspective, […]
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