Solutions · Accounting & bookkeeping practices· Brisbane & SEQ
The advisory letters you keep meaning to send.
Client advisory memos with their real numbers, engagement letters at exact fee-schedule rates, and ATO correspondence drafts, in the partner's voice, reviewed before anything leaves.
Type five lines about the job. Get back the finished document, priced from your list, in your voice, ready to send after you approve it.
Sound familiar?
Every firm sells 'advisory'; almost none has time to write the advisory letters.
Engagement letters and fee schedules drift out of sync the moment prices change.
ATO correspondence eats partner hours that bill at ten times the drafting cost.
Use case 01
Advisory memos with the client's actual numbers
Today
The quarterly insight letter (your position, the opportunity, what to do next) is the advisory product clients would pay for. At 90 minutes a letter, it never gets written at scale.
Instead
The client's figures and your angle go in; a specific, plain-English memo in the partner's voice comes out. Suddenly 'advisory' is a deliverable, not a tab on your website.
With the default assumptions shown here, that's worth $24,000 a year. Slide the numbers to yours.
Your numbers: adjust them
Both sides shown: the revenue line and what partner review actually costs. Written by hand, the same programme is about 1.5 hours per memo. It simply doesn't happen.
Use case 02
ATO correspondence & engagement letters
Today
Objection letters, remission requests, payment-plan submissions: structured, precedent-driven writing that partners do at partner rates because nobody else can start the page.
Instead
First drafts from your own precedent letters and the facts of the matter, fee items exact from your schedule. Partners review and refine instead of composing.
With the default assumptions shown here, that's worth $15,552 a year. Slide the numbers to yours.
Your numbers: adjust them
Assumes ~18 minutes of review replaces the drafting. Drafts only. Professional judgment and sign-off stay with the practitioner.
The edge case
Year-end: 200 letters, each with that client's numbers
The year-end letter run is either generic (and ignored) or personal (and impossible). Two hundred clients, each with different results, different issues, different next steps.
Each letter drafts from that client's actual figures with the source shown, in the firm's voice, queued for review. Personal at scale: the thing every practice-growth consultant tells you to do and no one has capacity for.
How it starts
01
Send your price list and five documents you've written: quotes, reports, letters. That's the whole setup.
02
It learns them: your exact prices go into editable tables, your way of writing gets picked up, and your usual documents become one-click jobs.
03
Your first real document goes out the same day, drafted in minutes, reviewed and sent by you.
It drafts; you approve. Nothing is ever sent, signed or submitted without a person reviewing it first.
Fair questions
We'd rather offer this to OUR clients than just use it ourselves. Can we?+
Yes, that's the partner programme. Firms carry the rollout as their own branded advisory product: your client relationship, our platform, a setup engagement delivered with best practices, and referral economics for the firm. See the partner page.
Is the drafting professionally safe?+
It drafts from the figures and facts you supply and your own past documents. It never invents numbers or outcomes, and everything is reviewed by the responsible practitioner before it leaves the firm. It's a first-draft engine, not an opinion engine.
Does it send anything by itself?+
No, and it can't. Every document is a draft until a person approves it. Even connected email and calendar actions wait in an approvals inbox for a human click. That's how it's built, not a setting.
Who owns what we put in, and what happens to our price list?+
You do, outright. Uploaded documents are deleted within 24 hours of processing. Your price lists and reference documents sit in your own account, locked away from everyone else, downloadable at any time, and never used to train AI models. Cancel and you keep everything. Delete and it's gone immediately.
Ready-made for accounting & bookkeeping practices.
The document types on this page come pre-built. Install them in one click and run them with your own prices and documents. Or have the whole thing set up for you by our rollout partner in a single session.