Bookkeepers

Increase compliance and ease of client document management.

According to the Australian Taxation Office, each time a bookkeeper lodges an approved form on behalf of a client, the law requires you to have first received a signed declaration in writing from your client. This includes all approved forms such as activity statements and tax returns.

The challenge bookkeepers face is getting all your clients to provide consent BEFORE you do their work. We know how well clients comply with sending your forms back, right?

Formaliti has been built to cater to this workflow so that any signed declarations from your clients will not only be compliant but will then be stored for easy searching in case of audits or future proof of compliance. Through our bookkeeping clients, with Formaliti, we know bookkeepers can dramatically increase their compliance and ease of client document management. Forget the old email, print and scan method; mandatory agency agreements can be signed online with ease.

Benefits

  • Cuts the confusion of managing signed client declarations in email.
  • Make losing documents a thing of the past.
  • Track progress of all of your signed documents.
  • Remind clients to sign documents in the time frames you set.
  • Keep your documents stored in one place for the required five years and longer – without additional storage costs.
  • Automatically send copies of all signed documents to your clients, saving you time and brain space, and keeping you compliant with legislation.
  • Even though it isn’t required, you can attach copies of the return or activity statement, providing irrefutable evidence of the information the taxpayer has declared as being true and correct.
  • Encrypt information while being sent so that any sensitive information is not accidentally disclosed if the email is received by a person not authorised.
  • Use templates for each client, every time you need their approval. This saves you reinventing the ‘document wheel’ over and over.
  • Improve compliance with: service agreements; BAS statements; invoices; contracts; NDAs; superannuation documents.
Basic Pro Enterprise
Features and Setup

$32.50

/ user / month
Save 10% when billed annually

$32.50

/ user / month
Save 10% when billed annually

Contact Us

Account & User Set Up
Support
Unlimited Form Sending
Digitally Designed Forms 3 10 Custom
Training 1 Hour 2 Hours Custom
Custom Branding
Default Recipients
Batch Sending
SET UP AND ONBOARDING ONCE OFF $395 $895 Custom
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$32.50

/ user / month
Save 10% when billed annually

Features and Setup
Account & User Set Up
Support
Unlimited Form Sending
Digitally Designed Forms 3
Training 1 Hour
Custom Branding
Default Recipients
Batch Sending
SET UP AND ONBOARDING ONCE OFF $395

$32.50

/ user / month
Save 10% when billed annually

Features and Setup
Account & User Set Up
Support
Unlimited Form Sending
Digitally Designed Forms 10
Training 2 Hour
Custom Branding
Default Recipients
Batch Sending
SET UP AND ONBOARDING ONCE OFF $895
Features and Setup
Account & User Set Up
Support
Unlimited Form Sending
Digitally Designed Forms Custom
Training Custom
Custom Branding
Default Recipients
Batch Sending
SET UP AND ONBOARDING ONCE OFF Custom