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.
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.
Form for leave notifications for planning. Does not replace timesheets.
Form for requesting training.
Our office hours:
Friday: 9:00 AM – 4:00 PM