EOFY Tax time is often a time consuming process and clients often leave it to the last minute. Many don’t keep records of their property expenditure causing longer periods for tax partners to consolidate their clients’ statements.

This was the case for John B Accountants, who needed a solution to solve this bottle-neck for his business. For some of John B’s clients, they have four or more properties around nationally, with different property management companies and legislations – this makes it difficult to speed up the tax process for his clients.

A much needed solution for John B’s advisory team to collect this information better and be able to service more of their clients in short span of time. With the help of Yabonza, they could get real-time updates and visibility of their clients’ portfolio through Advisor Access, in a matter of minutes, which allowed the team to select their clients dashboard and download year end records in a few clicks.

John B’s team of accountants now can invest more of their time servicing new clients after seeing success in their productivity:

• Improve workload by 70%
• Time saved per client (down to 5 mins)
• 62% increase in clients serviced

“In this day and age, it is important for us to have the right tools and technology for us to service our clients better. Yabonza is indeed re-shaping the way property management is done and this couldn’t be a better time – it has been fantastic for us to improve our processes and our clients are happier too.”

John B – Managing Partner of John B Accountants