Roberts + Morrow needed to continue producing tailored workpapers for its self-managed super fund clients after changes outside its control left the existing process unable to retrieve the required information.
Client outcomes
- Saved hours of manual data entry for the accounting team.
- Reduced the time required to retrieve client information to a fraction of the previous time.
- Improved accuracy by reducing manual handling and rekeying.
- Made it easier to prepare workpapers across different financial years without behind-the-scenes changes.
- Preserved the firm's established, tailored way of working while making the process faster and more reliable.