Coming soon, by phase
Phase 1 control and trust, Phase 2 your data in, Phase 3 money and automation.
What is planned, in the order it is planned. Each links to the article that says what works today.
Phase 1: control and trust
Section titled “Phase 1: control and trust”- A home page built for each person
- Lodgement cross-check alerts
- Office-only access by IP address
- Where your data is hosted
Phase 2: your data in
Section titled “Phase 2: your data in”- Your Outlook meetings in My Week
- Lodgement status read from your MYOB tax software
- The read-only reader on your own server
- Using your real MYOB AE export and import template
- SharePoint: open the client folder from BMS
Phase 3: money and automation
Section titled “Phase 3: money and automation”- Direct debit from the engagement letter
- A client brief when a client calls
- CAS 360: officer and shareholding changes
Some items are planned without a phase yet, such as Outlook tasks, Google Sheets and AI that suggests new metrics. Their articles say so.