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Team

Admin requests

Request a new Practice Protect link to be created or update to an existing one.

Create or update ClickUp tasks for a client.
Also use to report any ClickUp issues such as duplicate tasks.

Request an extension for a quarterly BAS lodgment.

Reallocate client to another team member.

Add phone number to SMS address book

Request to update client email contact across all applications. (Clickup, XPM, GovReports, Billing)

Basic client information for onboarding new clients.

Advise of any client updates - eg scope of work, off-boarding, changes in business or any general information or requests.

Onboarding request for bank statements, balances including loan accounts and credit cards.

Form for leave notifications for planning. Does not replace timesheets.

Form for requesting training.

Link to your Windows 365 Cloud Computer

Level 1, 111 Raymond Street, Sale, Victoria

Level 1, 66 Church Steet, Traralgon, Victoria

Our office hours:

Monday - Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 4:00 PM