Navigating the New TASA Rules: How FYI Simplifies Compliance

Run Time:   45 Minutes

Join us in this 45-minute webinar to gain an understanding of key changes to the Tax Agent Services Act 2009 (TASA), specifically Australian wide Accountants obligations around quality management systems and record-keeping and show how FYI can help you meet them efficiently.

In this webinar, we will cover:

  • Common processes that we hear from other practices, the new TASA requirements, and consequences of not meeting these
  • Best practice processes to capture and record client interactions, request and receive information from your clients, email management, managing client engagements, as well as automating the archiving of your documents.

If you can’t make the live event, register to receive the resources post-event, including the webinar recording.

Stefanie Johnson

New Business Manager
FYI

Stefanie brings extensive experience in the accounting industry. With a deep understanding of the challenges practices face, she recognises the transformative impact the right technology can have. As a New Business Manager at FYI, Stefanie partners with firms to understand their unique needs and demonstrate how FYI can drive real results. She is passionate about helping practices streamline their operations, boost efficiency, and set the foundation for scalable, long-term success.

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