PrepDesk or an offshore back office.
Both hand you prepared work to review. One sends your clients’ documents overseas; the other keeps them in Australia and traces every figure.
The short answer
Both hand your team prepared work to review. The difference is the route: offshore, people at another firm overseas open your clients’ documents. With PrepDesk, the documents are stored and processed in Australia, tax file numbers are removed first, and every figure points to the page it came from.
Where the documents go
Offshore: clients’ documents leave Australia, which brings cross-border disclosure under the Privacy Act. PrepDesk: documents are stored and processed in Australia and never used to train AI.
Tax file numbers
Offshore: the team works from the documents as you send them. PrepDesk: tax file numbers are found and removed before a page is stored or read by AI.
Checking a figure
Offshore: it depends on the team’s working papers. PrepDesk: select any figure and its source page opens beside it; the pack gives each row’s page number.
When the work starts
Offshore: when the team picks it up in its working hours. PrepDesk: reading starts when the folder is dropped.
What stays the same
Your registered tax agent still reviews, decides and lodges. Tax calls stay with your team either way.
Price
PrepDesk is priced per pack; we’ll publish it when it’s set.