AI for accountants.Automate the partsthat shouldn't need you.

In a firm of three to twenty people, the partners are usually still the ones who review and sign. Everyone else spends the day moving information around. A client emails a photo of a receipt. Someone saves it, renames it, codes it in Xero or MYOB, and notes it in the practice manager. Then the same person chases the three documents that did not arrive.

None of that work needs a registered agent's judgement, but it lands on registered agents anyway because there is nobody else to do it. When lodgement season comes, it pushes out the advisory work that grows fees.

That is the part we automate, and the judgement stays with you: the automations below collect, sort and draft, then hand the result to a person to check.

Three sets of rules matter when you point AI at client files. Most of them come down to two habits: know where client data goes, and keep a person accountable for the output.

Start with the Tax Practitioners Board. Its information sheet TPB(GS) 55/2026, The use of Artificial Intelligence and the Code of Professional Conduct says tax practitioners must exercise their professional judgement to meet each of their professional and ethical standards when they use AI to provide tax agent services. Using a tool does not move the responsibility. We design every workflow so a registered agent reviews what goes out.

Then there is APES 110. Confidentiality is one of the five fundamental principles in the APESB's APES 110 Code of Ethics for Professional Accountants. In practice, client data should only go into tools whose terms say how that data is stored and whether it is used for training.

The Privacy Act can reach you even if you are small. The OAIC says most businesses with annual turnover of $3 million or less are not covered by the Privacy Act. It also lists obligations that still reach small businesses, including the Privacy (Tax File Number) Rule 2015, which regulates how TFN information is handled. Most tax practices hold TFNs. The OAIC's guidance on commercially available AI products says privacy obligations apply to personal information put into an AI system and to output that contains it. As best practice, it recommends organisations do not enter personal information, particularly sensitive information, into publicly available AI chatbots.

So we do not paste client files into public chatbots. Builds use business accounts with documented data terms, and TFNs stay out of prompts. Nothing lodges or posts without a human pressing the button.

The Delete List is a 45-minute call with you and whoever does the admin, followed by a written report. We ask to watch the workflow as your team really runs it. In accounting practices we look for three things:

Repeat handling: any task where the same document type gets opened, read and re-typed more than a few times a week.

Chasing loops: emails and calls that exist only because information did not arrive the first time.

Tool overlap: features you already pay for in Xero, MYOB or your practice manager that nobody has switched on. Sometimes the best answer costs nothing to build, and the report says so.

You get a written report naming 3–7 tools, each with its setup time and hours a week returned, plus a fixed price if you want us to set them up. If The Delete List doesn't find you 20 hrs per month, we refund the $999. Anything we build for you is live within 14 days, or we refund you.

• If 20 new clients signed on before lodgement season, what would jam first?
• To get one client's paperwork in, how many times does someone have to ask?
• What's in your Xero, MYOB or practice software that you pay for and nobody's switched on?
• When someone new starts, how long before they stop coming to you with questions?
• How did your newest clients hear about you?