Brilliant first meetings Every time

Accu AI is the Australian leader in client on-boarding system for Accounting firms

Brilliant first meetings Every time

Accu AI is the Australian leader in client on-boarding system for Accounting firms

Brilliant first meetings Every time

Accu AI is the Australian leader in client on-boarding system for Accounting firms

Built by Accountant for Accountants.

Accu AI enhances efficiency, accessibility, and personalization foraccounting professionals.
AI technology helps Accountants profile clients before initial meetings.
Saves time and effort in setting up relevant business structures.
Streamlines the intake process for better client relationships.
Ensures excellent first meetings consistently.

We make it easy for Accountants to embrace AI.

Accu AI allows you to build rapport from the very beginning of your engagement with a new client.

1

Integrate

We embed Accu AI into your website using your firm’s branding, logo and colours.
2

Invite

Prospective clients can kick off the process on your website by just filling simple information of what they are looking.
3

Ask

Accu AI invites prospective clients to answer simple questions about their requirements and expectations.

4

Personalised information

Accu AI prompts the client to provide personalised information based on their inputs.
5

Instruct

The client then provides detailed information in their own time.
6

Extract

Accu AI generates a summary table of the client’s information for accountants, with a smart button integrated to create an appropriate business structure

Structure

Set up Self Managed Super Funds (SMSF's)

AccuAI integrates seamlessly with Trustdeed.com.au for setting up Self-Managed Super Funds (SMSFs).
AI-driven queries simplify client data collection for SMSF setups.
Data integrates flawlessly into Trustdeed.com.au, enabling automatic SMSF establishment.

SMSF Administration & Changes

Automation ensures accuracy and reduces administrative burden on accountants.
AccuAI supports efficient SMSF administration, managing tasks like member and trustee changes, borrowings, and pension adjustments.
Simplify your client’s ongoing SMSF administration.
Empowers accountants to focus on strategic client support and advisory roles.

Set up Companies

AccuAI uses AI-driven queries to gather necessary client information efficiently, reducing manual input and errors.
Collected data integrates flawlessly into the company setup system.
Automates the steps for company formation, ensuring accurate and rapid setup of new entities.
Ensures all regulatory and legal requirements are met during the setup process, minimizing the risk of non-compliance.
Automatically generates necessary documents and filings required for company registration, saving time and effort.
Provides a clear, structured process for clients to follow, improving communication and satisfaction during the company setup phase.

Manage ASIC Compliance & Company Changes

Seamlessly handle ASIC compliance and Changes to company - Integrate your client data with www.companychanges.com.au.
AccuAI monitors key compliance deadlines and requirements, ensuring timely adherence to annual renewal.
Generate and lodge 484 and other changes to company with ASIC, reducing manual workload and errors.
Provide real-time updates on ASIC renewal reminders and debt reports to your clients, alerting them to any pending or upcoming obligations.

Set up Trusts

Facilitate the quick and accurate setup of trust structures tailored to clients' needs.
Collected data integrates smoothly with the trustdeed.com.au platform, ensuring a streamlined process for creating Discretionary Family Trusts and Unit/Fixed Unit Trusts.
Provide clear, guided steps for clients throughout the trust setup process
Automatically generates essential documents required for trust establishment, reducing manual effort and ensuring accuracy
Ensures all legal and regulatory requirements are met during the trust setup process

Innovate

Elevate your service offering with the power of AI-backed technology.

Convert

Acquire more clients by empowering prospects to commence their matter when and how it suits them.

Expedite

Improve efficiencies with immediate access to the information you need from your clients.

Connect

Create a positive, empathetic client experience from the get-go.

Process

Integrate AccuAI into your website:

Get onboard with ACCUAI and access the integration tools provided by us

Follow the integration guidelines provided by us to embed AccuAI functionalities into your website.

Test the integration thoroughly to ensure seamless functionality.

Once done, AccuAI’s interview questionnaire will guide your clients to update their customized requirements for you to have an effective first meetings.

Invite Clients to Use your website:

Accountants invite their clients to their websites.

Provide clear instructions on how clients can access and utilize the platform for information gathering.

Ask for Client Information:

With ACCUAI, we have designed a user-friendly interface on for your clients to input necessary information for the first interview.

AccuAI gathers essential details about clients' financial and business situations through guided forms or questionnaires.

Personalize Information Gathering:

Our AccuAI tools can personalize the information-gathering process based on client needs and specific business structures (Companies, Trusts, SMSFs).

We have custom-tailored the questions and prompts based on the type of entity the client intends to establish or manage.

Instruct Clients on Next Steps:

With AccuAI, we can provide clear instructions on what happens next after the information is submitted by your clients at each stage, so you don’t waste your time in explanation.

AccuAI will guide clients on the process of creating or managing business structures through our integration platform on trustdeed.com.au using the collected data.

Extract and Utilize Data:

Once client information is submitted, AccuAIensures it's seamlessly integrated and accessible for Accountants.

With AccuAI, Accountants can extract the compiled data in a format that facilitates the first interview effectively. This information sits in your account dashboard once you login to accuai.com.au.

With just a single click of a button, Accountants can createBusiness structures (Companies, Trusts, SMSFs) directly through Trustdeed.com.au using integrated data.

Manage and Maintain Structures:

Enable ongoing management of created business structures directly through your website powering ACCUAI.

AccuAI provides tools for accountants to efficiently oversee and update existing structures like Companies and Self-managed Super Funds (SMSFs) for their clients as needed.

By implementing this process, ACCUAI.com.au can serve as a comprehensive platform for Accountants to gather client information effectively, initiate business structures, and seamlessly collaborate with Trustdeed.com.au for streamlined business management.

12800+

Clients connected
to Accountants

800+

Accountant Websites

98%

Positive Reviews

To get started with ACCU AI we need to create an account for you and provide your IT department with a unique integration code for your website. This service incurs a fee of $1500 plus GST

Brilliant first meetings Every time

Brilliant first meetings Every time

Brilliant first meetings Every time

Built by Accountant for Accountants.

We make it easy for Accountants to embrace AI.

Integrate

Invite

Ask

Personalised information

Instruct

Extract

Structure

Set up Self Managed Super Funds (SMSF's)

SMSF Administration & Changes

Set up Companies

Manage ASIC Compliance & Company Changes

Set up Trusts

Innovate

Convert

Expedite

Connect

Process

Invite Clients to Use your website:

Ask for Client Information:

Personalize Information Gathering:

Instruct Clients on Next Steps:

Extract and Utilize Data:

Manage and Maintain Structures:

12800+

800+

98%