Accurate Taxation Services is an innovative accounting firm supporting small businesses through tax consulting, SMSF auditing, bookkeeping services and other accounting processes.
The team of registered tax agents, ASIC agents, and SMSF auditors uses over 40 years of combined experience to provide top-notch accounting services to their clients across Australia, New Zealand and Southeast Asia.
The best way to standardize your processes and tasks. Rajesh Verma – Registered Tax Agent
What was the core problem you wanted to solve?
We needed an easy way to request and collect documents and information from clients for a variety for accounting processes we do for them.
We also wanted a way to track the completion of routine jobs within our team.
How were you/your company doing these tasks and processes before?
Before being introduced to Tallyfy, we used email and excel templates to collect client information and track their accounting processes.
Which specific improvements have you seen/will you see with Tallyfy?
We have prevented many common errors and delays in accounting processes by using Tallyfy.
What specific features did you like most about Tallyfy? Why?
We really like the conditional rules feature because it allows us to accurately track our more complex accounting processes.
The ability to assign tasks to guests is really useful because many our accounting processes require input from several professionals.
A convenient feature we like from the advanced package is the reopening of tasks with notifications.
In up to 3 sentences, how would you describe Tallyfy to others?
Tallyfy is the best way to standardise your accounting processes and other standard tasks. It is great for monitoring company-wide progress and task completion.
Would you recommend Tallyfy to others?
Yes, I would recommend Tallyfy to accounting and consulting firms.
What is the main thing that stands out about Tallyfy?
Tallyfy is one of few in the accounting process automation area, and it’s approach is very solid. The app is logically designed for professional work as it appears to be scalable for high volumes.
Anything else you would like to add?
I want to thank Tallyfy for the awesome product the team has made! We are still implementing many other accounting processes, but we certainly see huge potential in the Tallyfy roadmap.
Is this post written for a search engine or for you?
Many B2B cloud software companies invest in blog posts in the hope of ranking high on search engines like Google. What they’re doing is writing articles around keywords, which are terms customers are likely to search for on Google. The posts don’t offer valuable information or make any sense.
But then if you’re reading something that doesn’t make sense, how are you supposed to make informed buying decisions?
We have a lot to say about workflow and business processes. We truly believe in continuous improvement. But it’s not really about us. We publish these articles to help you find Tallyfy, and to provide you with information that will help you make informed buying decisions.
We research topics down to the bone. We nitpick, we argue about what to keep and what to throw out. It’s a lot of work. We consult academic sources for scholarly citations to support our points. We gather data to summarize particular points. At Tallyfy – 3 independent experts validate and edit every article from the draft stage. That includes verifying facts and their sources.
Why did we write this article?
Tallyfy believes in helpful and authoritative content that helps people. Our customers requested us to write about this topic so we attempted to put together the highest quality article available anywhere – that’s our goal. Work like this takes a lot of effort. If you liked this article please share the link with your coworkers via email, or on LinkedIn.
Amit is the CEO of Tallyfy. He's a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age.
He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!
