Date posted: 4/05/2020 5 min read

Introducing the new Tools and Resources Hub for members in practice

Your exclusive access to complimentary tools, templates and information that can help you save time, service clients and grow your practice.

In Brief

  • Save time with searchable and consolidated content
  • Leverage practical tools and templates that help you manage risk and grow your practice
  • Stay informed and add more value for clients

To support the demands of a modern accounting firm we've consolidated a wealth of information in one handy location.

With practical guides, time-saving templates, insightful articles and compelling case studies, the new Tools and Resources Hub can help with every aspect of running a practice.

Easy to find and use

Whether you're looking for a business funding guide, a sample engagement letter or an expert opinion on a current issue, you'll find what you need quickly and easily.

Just browse through the topics or dive deeper into a specific area using the search bar and filters.

And remember, our new hub is constantly expanding and evolving so we always welcome your feedback and suggestions.

Add value to your client services

Stay up to date with information to help you service clients more effectively and ensure they are meeting all compliance obligations.

The hub is updated regularly, so you will always be well informed about key developments in areas like tax, superannuation, business valuation, reporting and auditing.

Resources to help you during COVID-19

How you conduct your client engagements has most likely changed during the recent pandemic.

Find resources to help you adapt to the new way of working with your clients, such as help sheets on responding to reporting and audit challenges in an online environment and maintaining confidentially when setting up a virtual accounting practice.

Manage and grow your practice

You'll find pragmatic advice on issues such as risk management, policies and procedures, quality assurance, entering a practice and succession planning.

Plus there's a comprehensive marketing guide with digital banners, promotional brochures, press campaigns and tips on how to effectively use social media.

Automate labour-intensive processes

Learn more about technology that can automate workflows in your practice and free up your people to be more creative and productive.

As well as providing information on new applications, the hub can help you identify opportunities to plan and implement your digital strategy.

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