How we work · For firms
How accounting outsourcing works with us
Every job follows the same five steps. Your firm keeps the client relationship and the sign-off; we do the preparation.
Step by step
From the first call to a signed return
Tell us about the work
How many clients, which entity types, which software they're in and when you need the work back. A phone call or a few lines on the enquiry form is enough.
We confirm the fee in writing
Business returns are $450 for registered tax agents and $650 for other firms; individual returns are $75 and $150. All before GST. Bookkeeping is quoted on volume. When you agree, we send an engagement letter setting out the work, the fee and who does what.
Send the records through our portal
Upload each client's records to our client portal at my.dhan.com. Please don't email your clients' records.
We prepare the job
We work in your client's software and prepare the accounts, the draft returns and the workpapers, each figure referenced to its source.
Review, sign and bill
The finished job comes back through the portal. You check it, ask us anything, then sign it off and bill your client under your firm's name.
While we work
Your client never hears from us
If a statement is missing or a transaction needs explaining, we ask you. We don't contact your clients, and nothing reaches them from us.
Timing
Timing agreed before we start
We agree when each job comes back when we confirm the fee. A missing record is the usual cause of delay, so we tell you as soon as we find a gap.
What we need
The whole year's records, sent at once
For each client: bank statements for the full year, the accounting file, sales and purchase records, loan and asset details, last year's financial statements and returns, and a note of anything that changed this year. A complete set sent in one go is the quickest way to a finished job.
Lodging
You lodge, or we lodge
- You lodge: if your firm is a registered tax agent, the draft return comes back to you to lodge under your own number.
- We lodge: if your firm is not a registered tax agent, we lodge under our number, 24702003 (check it on the TPB register).
Questions
Questions firms ask about the process
Who prepares the work?
Our team of accountants, led by our directors. Every job comes back to you to review and sign.
How do you keep our clients' records safe?
We ask you to use our client portal rather than email, and we keep every record confidential. Our privacy policy explains how we handle personal information.
Can we send just a few clients?
Yes. Send one return, a handful, or the work of your whole practice.
Do you work in our clients' software?
Yes. We work in Xero, MYOB, QuickBooks Online and Reckon. Using something else? Ask us.
Ready to send your first job? Tell us what you have.
A few lines about your firm are enough. We reply within one working day.