Staffing, Deadlines, and Back-Office Work — Handled
The highest-value problem in an accounting practice is matching people to compliance deadlines. AgentConnect shows you capacity against every BAS and tax cycle, and automates the templated back-office work that eats the hours in between.
BAS cycles a year your staffing plan has to absorb
Lodgment deadline every return is tracked against
Business apps AgentConnect connects to
Of filings tracked against deadline, not sampled
The Practice Runs on Deadlines
Quarterly BAS statements. Tax return cycles. Every one of them lands on the same finite pool of people, and the answer to “can we take this on?” usually lives in someone's head or a spreadsheet that went stale a week ago.
Firms need three things at once: how many people are available, who is assigned to what, and whether every required filing is on track. AgentConnect keeps all three current, automatically, against live job and ledger data.
Underneath that, the templated back-end data work and financial reporting that currently takes accountants significant manual time runs as workflows instead.
The deadline doesn't move. The way you staff for it can.
Capacity planned 3 weeks out
Overflow routed to agents
Client records auto-chased
Reports assembled automatically
Built for Practice Operations
AgentConnect deploys specialised agents per function — compliance, reporting, client communication — inside the systems your practice already runs. Our services team handles setup and stays on after go-live.
Capacity Against Deadlines
See how many people are available, who is assigned to what, and whether every required filing is on track — in one view.
Automated Financial Reports
Templated back-end data work and recurring client reporting run themselves, freeing the hours accountants currently spend assembling them.
Client Chase & Follow-Up
Agents chase missing records, signatures, and approvals across email and SMS, then log every response back against the job.
AU Compliance Alignment
Built to align with the Privacy Act 1988, the Australian Privacy Principles, and the Notifiable Data Breaches scheme.
Works With Your Ledger
Connects to the practice management, ledger, and document tools you already run — no rip-and-replace, no migration project.
How It Helps Your Firm
Practices don't need another dashboard to check. They need the compliance calendar, the staffing plan, and the client chase to stop being three separate manual jobs.
AgentConnect works for operational teams rather than IT — partners and managers can see and change how work is allocated without waiting on a build queue.
Lodgment Season Without the Scramble
Workload is visible weeks out, so capacity gets planned instead of triaged in the final fortnight.
Billable Hours Back
Manual report assembly and data entry move to agents, returning senior time to advisory work clients actually pay for.
Nothing Slips Past a Deadline
Every required filing is tracked against its due date with a full audit trail, not a spreadsheet someone remembers to update.
Grow Without Hiring First
Take on more clients per accountant, so headcount stops being the ceiling on how much work the practice can accept.
AI Visibility for Accounting Firms
Own your suburb and become the local accounting authority. One firm per suburb, no exceptions — an exclusivity-based visibility program built specifically for Australian practices, with an early access program open now.
Visibility increase
Client retention rate
A Platform With People Behind It
Technology alone isn't enough — especially in a practice where the cost of a missed lodgment is measured in penalties. Our operations team handles onboarding and customisation, then stays on to tune agents around each compliance cycle.
Integration & Setup
We connect AgentConnect to your practice management, ledger, and document systems with minimal disruption to the team.
Training & Enablement
Your accountants get hands-on onboarding and documentation, so the platform is used by the practice, not just by IT.
Deadline-Cycle Reviews
We review agent accuracy and workload coverage around each BAS and tax cycle, then tune before the next one starts.
Compliance Monitoring
Every agent action is logged and monitored for policy adherence, with alerts on anomalies or handling exceptions.
Plan the Next Cycle With Confidence
See how AgentConnect maps your people against every BAS and tax deadline, and takes the templated back-office work off their desks.