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

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.

Auto-document and track recurring workflows between people
3 track simplified final

Auto-document and track workflows with other people in real-time