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Harbour & Co Accounting, Tax Advisory and Business Services (Northern Beaches and Lower North Shore)

Two automations are live and gave back 41 hours in September.

One in testing, one planned. Hours are measured from real runs, not estimates.

September 2026

Up from 12.5 hours the month before.

Capacity released

41 hours

of your team's time, measured from runs

Value of that time

$3,895.00

at $95.00 an hour. Not cash saved.

By automation

  • Client document chase, reminder sequencing and Karbon filing for individual, trust, company and SMSF returns26 hours
  • New client onboarding pack with engagement letter, identity verification and tax agent nomination15 hours

Hours saved each month

Hours saved by month: May 0, Jun 0, Jul 0, Aug 12.5, Sep 41.

Your automations

  • Client document chase, reminder sequencing and Karbon filing for individual, trust, company and SMSF returns
    Emails every client with outstanding tax documents, follows up on the schedule you set per client type, recognises what arrives (PAYG summaries, bank statements, depreciation schedules, private health statements, rental statements), files each document into the right Karbon work item, and tells your team only when a person needs to step in.
    Practice operationsRunning smoothlyLive since 8 Sep64 runs this month
    Live
    This month 26 hours
    Total 31.5 hours
  • New client onboarding pack with engagement letter, identity verification and tax agent nomination
    Sends the engagement letter, collects ID and tax agent nomination, and opens the Karbon job.
    Practice operationsRunning smoothlyLive since 15 Sep9 runs this month
    Live
    This month 15 hours
    Total 22 hours
  • Engagement letter renewals
    Sends renewal letters before each client's engagement anniversary and tracks signatures.
    Practice operations
    In testing
  • Month-end management reporting pack, partner dashboards and quarterly board pack automation for all Harbour & Co entities
    We build and run your month-end management reporting: Xero and Karbon data pulled for every client entity, reconciled against last month, checked for anomalies, assembled into partner-ready PDF packs with commentary placeholders, and filed back into each client's Karbon work item with a review task for the responsible partner.
    Reporting
    Planned