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

Good morning, Priyadarshini. Five things need you.

We're working on one thing you've sent us. Onboarding is at step 3 of 5: access provided.

Needs you

All tasks
  • Secure access: Provide Xero practice manager and API connection for all Harbour & Co client organisations
    Shared securely through the Vectorfy vault
    This week
    Due Fri 9 Oct
    Provide
  • Secure access: Provide Karbon workspace administrator access for automation service account
    Shared securely through the Vectorfy vault
    This week
    Due Fri 9 Oct
    Provide
  • Invoice: Pay invoice INV-0042
    $1,815.00 incl. GST · October service
    Due Thu 15 Oct
    Pay
  • Testing contact: Confirm who will test the automation
    Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients
    Due Fri 16 Oct
    Confirm
  • Proposal: Review the month-end management reporting pack, partner dashboards and quarterly board pack automation for all Harbour & Co entities proposal
    Version 2 · PRP-H3XW5N
    Due Sat 17 Oct
    Review

Onboarding

2 of 5 done

Client onboarding, engagement letters, identity verification and document chase for individual, trust, company and SMSF clients

Now: Access provided. Billing contacts, discovery authorisation and the system access we need to build.

See every step

Invoices

$1,815.00outstanding, incl. GST

INV-0042 is due Thu 15 Oct.

Pay INV-0042

Time saved

2 of 4 live

Your automations gave back 41 hours in September 2026, up from 12.5 the month before.

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

That's $3,895.00 of staff time freed up. It's capacity your team can use elsewhere, not cash saved.

Your automations

Proposals

All proposals

Recent updates

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