Case Study: Accurate Taxation Services achieves standardised accounting workflows and reduced errors and delays with Tallyfy

Taxation, SMSF Auditing and Bookkeeping Firm Chooses Tallyfy for Accounting Workflows

Accurate Taxation Services, a taxation, SMSF auditing and bookkeeping firm serving clients across Australia, New Zealand and Southeast Asia, needed an easier way to request and collect client documents and to track routine job completion. They chose Tallyfy to replace email and Excel templates and to standardize their accounting processes.

Tallyfy’s workflow automation — using conditional rules, guest task assignment and task reopening with notifications — was implemented across SMSF auditing, tax and bookkeeping templates, preventing many common errors and delays and improving visibility into task completion. Accurate Taxation Services reports more reliable, scalable process management and better company-wide progress tracking thanks to Tallyfy.

Accurate Taxation Services

Rajesh Verma

Registered Tax Agent