The easiest way to get started with LodgeiT if you are a tax agent is to watch this 3 minute video guide
By adopting LodgeiT and our suggested processes, you will be joining a growing legion of firms who enjoy the benefits of significantly enhanced compliance automation and the associated benefits of time-savings and higher quality data production.
To get started with LodgeiT, we suggest the following approach:
And to ensure seamless compliance processes, consider the following 5 Step Guide
Buy Skype headsets for your staff & clients/client’s bookkeepers. Provide assistance with their accounting system configuration & maintenance. It will save time in the long run.
Get all clients onto cloud accounting software. Select software based on their specific needs.
Help clients with chart of account management and configuration. Train them to give you better quality accounting data.
Take advantage of the new automation tools and functionality that the LodgeiT team are constantly bringing to the platform.
Change your billing model to accommodate fixed fee arrangements and collect revenue in 12 equal installments through the year for reoccurring work. Bundle software to make your service offering more compelling and sticky.
The Journey of a thousand miles begins with one step – Lao Tzu