Well. It works well.....

For the accounting membership, your firm can ask up to 15 answers per month.

For the financial advice membership, it's 5 answers per month.

All questions and answers are visible to you through the portal. If you are an admin or manager on the account, you can also see the Q&As of your team.

You can lodge your questions online through the member portal, by email or simply phone us and we’ll come back to you within 24-48 hours with a practical answer (if it’s urgent let us know).

We’ll generally respond in writing to questions in writing (handy to attach to your client file).

Plus, you can see the Q&As we’ve edited and published from other advisers. An awesome resource.

You can ask anything you like that accountants or financial advisers advise on.

From tax, accounting, super, specialist areas like valuations and M&As, centrelink, practice management, aged care, insurance and risk, practice compliance and more.

We cover the range of issues that arise on the jobs that accounting and advice practices typically deliver.

The best way to see the help desk is with a tour of the service – just book in a time, we’d love to show you how we help.

What we don't do

• Mindreading. We only answer the question you have asked. We will always try and clarify with you if the question is not clear but we don’t know what’s in your head.
• Provide an absolute answer if one does not exist – there are some issues that don’t have a definitive answer. If there is not an answer but ways to approach an issue, we will give you these.
• Opinions. The membership offers a help desk service, it is not a replacement for formal tax advice. We will answer your question as much as possible but cannot provide an opinion - we don’t know your client and can’t advise on their individual scenario.
• Calculations. We can tell you whether you have gone about something the right way but we will not review and confirm your calculations. We have no control over the inputs and interpretation of the data.
• State Taxes. While we will point you in the right direction, State Taxes are outside of what accountants are able to advise on under the Federal Tax Agents Services Act. We can only give you factual information on State based laws.
• Industrial relations. We can assist with typical payroll queries, ETPs, contractor v employee etc., but not industrial relations Awards, entitlements etc., covered by the Fair Work Act and the related State legislation.

Membership is $505 per month for accounting firms and $280 for financial advice practices (per office up to 50 people). GST inclusive.

There are no lock in contracts. 

We don't do trials because there is no need. You are only risking the membership fee for the month you have paid for (see how long is the membership contract).  And, we think our team and service is so valuable, we're unwilling to give their knowledge away for free.