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Professional Services

Bill More HoursBy Doing Less Admin

Australian professional services firms lose 40% of billable time to administration. We automate client onboarding, BAS preparation, document management, and compliance — so your team bills more and worries less.

40%
Billable Time Lost
To administrative tasks
$95K
Revenue Lost
Per professional annually
73%
Manual Onboarding
Firms still use paper-based processes
12 hrs
BAS Prep Time
Average per client quarterly
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Before & After

Administrative Burden in Professional Services

From BAS lodgement to client onboarding, manual processes are costing your firm thousands in unbilled hours.

BAS & Tax Lodgement

Before
12 hrs/client

Quarterly BAS preparation with manual reconciliation

After
45 mins

Auto-pull from Xero API with AI error checking

Client Onboarding

Before
3-5 days

Manual ID collection, ABN checks, AML/CTF forms

After
30 mins

Digital onboarding with DVS, ABR, and ATO integration

Document Management

Before
6 hrs/week

Filing, searching, and retrieving client documents

After
Instant

AI-indexed document system with smart search

WIP & Time Recording

Before
15%

Revenue leakage from unbilled time

After
3%

Automated time capture and billing prompts

Solutions

Solutions for Professional Services

Purpose-built automation for accounting and legal practices

Unified practice management portals for accounting and legal firms

Problem

Partners can't see real-time WIP, debtors, and capacity across the practice

Solution

Client 360 dashboard integrating Xero Practice Manager, MYOB AE, and APS data into a single real-time view

Outcome

Recover $120K annually in previously unbilled WIP

Xero Practice ManagerMYOB AEAPS integrationReal-time WIP
Problem

AML/CTF compliance checks require manual searches across ASIC, PPSR, and DFAT

Solution

Compliance portal automating AML/CTF checks via ASIC, PPSR, DFAT sanctions list, and PEP screening in one interface

Outcome

Reduce compliance checks from 45 mins to 5 mins per client

ASIC searchPPSR checksDFAT sanctionsPEP screening
Automation Journey

Your Professional Services Automation Journey

See how we transform key practice workflows from manual to automated

1

Client Onboarding

Digital ID, ABN, AML/CTF checks

2

Data Capture

Auto document processing

3

Processing

AI-assisted BAS & tax prep

4

Review & Lodge

Quality check and submission

5

Reporting

Practice analytics & insights

Measurable Impact

Results Professional Services Firms Achieve

Real outcomes from Australian accounting and legal practices using our automation

800 hrs
Saved Quarterly
BAS preparation automation
$120K
WIP Recovered
Previously unbilled work per year
70%
Faster Documents
Legal document assembly time
95%
Client Satisfaction
Digital onboarding experience
2x
Returns Processed
Per staff member with AI assistance
3 weeks
Time to ROI
Average implementation timeline
AI ClearLaunch Program

Get Your Practice AI Roadmap

Not sure which automations will deliver the biggest impact for your firm? ClearLaunch gives you a clear, ROI-validated plan.

Professional Services Automation Starter

Ready to Transform Your Practice?

Join leading Australian accounting and legal firms that have automated their way to higher margins.

Everything included

6 features in your package

Practice systems audit & automation roadmap
Client onboarding digitisation
BAS/tax preparation automation
Document management integration
30-day implementation timeline
Ongoing support & optimisation