John B Accountants consolidates property tax offering using Yabonza Adviser Access
John B Accountants speeds up processing clients' tax time in a few clicks
Customer Stories

70% improvements
in tax time

Reduction of time down
to 5 mins per client

More time spent
servicing new clients
John B Accountants is a tax and accounting firm. They offer a straight forward accounting service tailored to meet personal and business financial goals.
Business Situation
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.
Yabonza simplifies John B's constraint
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.
Results
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

Why Tax Accountants Love Yabonza?
“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
Ready to flip the way you manage tax deduction into sales?
Request a demo with Yabonza and see how we can improve your business process and also help your clients along the way.