#cloudbased

Going Digital with your Bookkeeping

2021-03-30T12:34:47+10:00

Say goodbye to paper! Say goodbye to paper in 2021 as you take your bookkeeping digital. The last thing you want to be known as is a 'shoebox client'. The good news is, it is simpler than you think! Good practice to keep track of your general accounts is to apply the same principles for your trust accounting to your ... read more >>

Going Digital with your Bookkeeping2021-03-30T12:34:47+10:00

What on Earth is Cloud-Based Software?

2020-07-14T14:04:11+10:00

In the past, businesses relied on a central server. It was usually located in the office, hosting their line of business software such as their trust account programs. This generally meant a big expensive computer tucked away in a server room (best case) or in a cupboard (worst case). To connect to the server to access data, each user had ... read more >>

What on Earth is Cloud-Based Software?2020-07-14T14:04:11+10:00

Migration Planning ~ 5 ‘Must Do’ Items before your 1st July Migration

2020-06-23T10:24:13+10:00

You have set the date for your migration over to cloud-based software. Before we pop the champagne and celebrate your move online, there is some housekeeping to do. Migration planning involves just that - planning. Planning to ensure a smooth transition and the ongoing success with your new platform. To help, we have compiled 5 'must-do' items to factor into ... read more >>

Migration Planning ~ 5 ‘Must Do’ Items before your 1st July Migration2020-06-23T10:24:13+10:00

Using Cloud-Based Technology to Streamline Receipting

2020-06-11T13:32:44+10:00

It's migration season. Not just for the whales up the east coast, but for your software. Agents across Australia are looking to take the digital step and migrate their old software over to cloud-based technology. We are surely but steadily ridding the trust accounting industry of old, clunky and out-dated software. Agents are realising the benefit and life-changing advantages of ... read more >>

Using Cloud-Based Technology to Streamline Receipting2020-06-11T13:32:44+10:00

The Paperless Office Rent Roll Owner

2020-04-09T02:27:44+10:00

When Going Paperless is the Norm Anyone who has the pleasure to sit my trust account training hears me speak of how I ran a paperless office in 2007. Yep, imagine that - a paperless office way back with 2007 technology. How did she do it?! Well, I tell a small lie. It wasn’t completely paperless. It was almost paperless ... read more >>

The Paperless Office Rent Roll Owner2020-04-09T02:27:44+10:00

Sales Only Agencies – Reconciling and Trust Accounts to Avoid a Breach

2019-08-22T03:00:17+10:00

We have a list of wonderful clients who are sales only agencies. No rent rolls. On top of that, some only have a handful of transactions a year. So with this in mind, we often get asked 2 questions: 'Do I really need trust accounting software?' 'How often do I need to reconcile?' The answer to question #1 is simple. ... read more >>

Sales Only Agencies – Reconciling and Trust Accounts to Avoid a Breach2019-08-22T03:00:17+10:00

Cloud Security Information for Your Landlords

2019-07-17T00:32:30+10:00

As humans, it is natural to fear what we don't know. Information is power. When making the switch from server to a new cloud-based software, it is common to experience a certain level of resistance from some Landlords. Recently, we have been assisting one of our clients with the transition to cloud-based software. Whilst doing so, one of their Landlords ... read more >>

Cloud Security Information for Your Landlords2019-07-17T00:32:30+10:00

Your 6 Point Audit Checklist for your Cloud-Based Software

2019-06-29T03:41:03+10:00

Get Ahead this Audit Season Audit season is on our doorstep. For many states, audit season falls between the 1st July through to the 30th September. For those who have moved to cloud-based software since your last audit, you may be confused as to what your auditor may be expecting to see. With cloud-based software, there are many processes you ... read more >>

Your 6 Point Audit Checklist for your Cloud-Based Software2019-06-29T03:41:03+10:00

New Management Checklist for Cloud-Based Software

2019-04-30T03:19:48+10:00

In our previous blog, we discussed the beauty of checklists and how they can save us from making a mountain mistake out of a molehill. The creation of a simple checklist can quickly and efficiently take your agency from one that makes countless small errors to one that runs seamlessly. So at this point you have your agency checklists in ... read more >>

New Management Checklist for Cloud-Based Software2019-04-30T03:19:48+10:00

Pre-End of Month Checklist for Your Cloud-Based Software

2019-04-30T03:20:11+10:00

Last month we attended the EAC seminar where we heard numerous stories about complaints made to Fair Trading. Interestingly, of all the agencies that were visited by Fair Trading could have been avoided. How? With the use of internal processes and checklists. Yep, it's that simple. With the Easter holidays upon us, Licensees may be looking to take a well-deserved ... read more >>

Pre-End of Month Checklist for Your Cloud-Based Software2019-04-30T03:20:11+10:00
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