Mastering TASA Compliance & Job Management with FYI

Date:

Tuesday 27th May 12:00PM

Description:

Join the Client Success team in this 45-minute pre-recorded webinar to gain a clear understanding of the key changes to the Tax Agent Services Act 2009 (TASA) and what they mean for your practice.

We’ll break down your new compliance obligations—such as quality management systems, record-keeping, and job oversight—and show you how FYI can help you meet them efficiently.

In this webinar, we will cover:

• Managing, Engaging, and Corresponding with Clients
  Our team will take you through best practice processes to seamlessly send engagement letters, manage signature requests, request and receive information from your clients, capture and record client interactions, as well as automating the archiving of your documents.

• Job Management and Rollover
  We’ll guide you through how to use the Automation Engine to roll over jobs for the new year, use automations to assign tasks and track the progress of client work, and automate your WIP write off for completed jobs.

While these legislative changes apply to Australian practices, we’d love for our Kiwi practices to join us and explore the same tools and workflows that support strong governance, efficient job management, and scalable client service.

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