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Professional Services

Bill More Hours By Doing Less Admin

IOTAI automates client onboarding, BAS and tax preparation, document management, and AML/CTF compliance for Australian accounting and legal firms. Across IOTAI client projects, firms save 800 hours per quarter on BAS preparation, recover $120K annually in previously unbilled WIP, and double the tax returns processed per staff member. Most firms reach ROI within 3 weeks.

Across IOTAI client projects, 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

How much billable time do firms lose to admin?

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

Which practice workflows can IOTAI automate?

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

What does a practice automation journey look like?

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

What results do professional services firms achieve with automation?

Outcomes measured across IOTAI client projects with Australian accounting and legal practices

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.

Frequently Asked Questions

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