
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.
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
Quarterly BAS preparation with manual reconciliation
Auto-pull from Xero API with AI error checking
Client Onboarding
Manual ID collection, ABN checks, AML/CTF forms
Digital onboarding with DVS, ABR, and ATO integration
Document Management
Filing, searching, and retrieving client documents
AI-indexed document system with smart search
WIP & Time Recording
Revenue leakage from unbilled time
Automated time capture and billing prompts
Which practice workflows can IOTAI automate?
Purpose-built automation for accounting and legal practices
Unified practice management portals for accounting and legal firms
Partners can't see real-time WIP, debtors, and capacity across the practice
Client 360 dashboard integrating Xero Practice Manager, MYOB AE, and APS data into a single real-time view
Recover $120K annually in previously unbilled WIP
AML/CTF compliance checks require manual searches across ASIC, PPSR, and DFAT
Compliance portal automating AML/CTF checks via ASIC, PPSR, DFAT sanctions list, and PEP screening in one interface
Reduce compliance checks from 45 mins to 5 mins per client
What does a practice automation journey look like?
See how we transform key practice workflows from manual to automated
Client Onboarding
Digital ID, ABN, AML/CTF checks
Data Capture
Auto document processing
Processing
AI-assisted BAS & tax prep
Review & Lodge
Quality check and submission
Reporting
Practice analytics & insights
What results do professional services firms achieve with automation?
Outcomes measured across IOTAI client projects with Australian accounting and legal practices
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
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