Why your tech stack matters more than ever
Accounting practices across Australia are under intense pressure. The ATO is increasing its use of digital audits. Clients expect seamless digital (secure) experiences. Meanwhile, fee compression and rising compliance obligations are squeezing margins.
Yet too many firms still rely on spreadsheets or patchy legacy systems. A recent CPA Australia study found that over 60% of small-to-mid accounting practices are still manually chasing down client documents or double-entering data across systems.
Your technology stack is no longer just an operational necessity — it’s a strategic foundation for growth, compliance, and even staff retention.
What does a future-ready accounting tech stack look like?
A CRM integrated with Xero & Class/BGL — plus your compliance stack
A modern CRM like Salesforce, configured specifically for accountants, gives you:
-
A single source of truth on each client and every connected entity or director.
-
Linked (pre-fileld) engagement letters, ASIC IDs, and KYC records in one place.
-
Direct integrations with Xero or Class/BGL so you never rekey data.
✅ Real-world benefit:
Staff spend less time hunting for information and more time advising clients.
Integrated DocuSign & Formstack e-sign for compliance
Manually chasing signatures or scanning PDFs into folders isn’t just inefficient — it creates compliance risk.
By embedding DocuSign or Formstack Sign directly into your CRM:
-
Generate engagement letters, trust deeds, and BAS sign-offs with 1 click. And this can be generated from the directors, trustees, POA’s listed on the client record.
-
Track signatures in real time, tied to the client record.
-
Maintain a complete audit trail without digging through email chains.
✅ Real-world benefit:
When the ATO or your professional indemnity insurer asks for evidence, you pull it up in seconds.
Seamless onboarding & AML/KYC for new and existing clients
Most firms still rely on spreadsheets or manual checklists for AML compliance. That means painful email follow-ups, misplaced IDs, or missed reviews.
A smart system does it differently:
-
New clients get secure links to upload IDs and source of funds docs into a portal tied to your CRM.
-
Existing clients get automated prompts to update for the new year, without your team having to track them manually.
-
Your compliance officer or admin can see, on a single dashboard, exactly what’s still missing for each engagement.
✅ Real-world benefit:
No more “just checking if you sent your driver’s licence yet” emails. Clients find it painless, and your compliance file is bulletproof. This also doesn’t need to be done over email at all keeping items like TFN’s and drivers licences secure.
Plan your team’s week based on the work that’s actually available
It’s common for firms to book out staff for jobs that get stuck waiting on client paperwork. That means:
-
Downtime that eats into billable capacity.
-
Staff frustration because they can’t complete tasks.
With an integrated tech stack, your team can see exactly which jobs are ready to proceed and which are waiting on clients — all from one dashboard. They can then schedule their week around work that’s genuinely ready to bill.
✅ Real-world benefit:
Less downtime, better margins, happier staff.
More than efficiency: your tech stack is the foundation for growth
-
✅ Compliance confidence: No missing engagement letters or incomplete KYC that could trip up an audit.
-
✅ Marketing opportunity: With clean, connected data you can segment by service line, industry or growth triggers and run targeted campaigns.
-
✅ AI readiness: Only structured data can support predictive cashflows or automated opportunity spotting. A messy Excel file never will.
Why work with Argo Logic
We’re not just technologists — our team includes former accountants and financial controllers who understand the compliance environment your firm operates in.
We deliver Salesforce systems specifically for Australian accounting practices, integrated with:
-
Xero, Class & BGL for live financial visibility,
-
DocuSign & Formstack for secure e-signatures,
-
Conga and FormStack for document automation,
-
and built-in AML/KYC workflows that match AUSTRAC expectations.
The result? Less manual work, stronger compliance, and a platform that grows with you.
Call to Action:
📊 Ready to assess your firm’s data for AI readiness?
👉 Book a free consultation We’ll show you exactly where your biggest risks and slowdowns are — and how a connected tech stack can fix them.
