As noted in the October newsletter, LBW have undertaken to reduce our environmental footprint by adopting a “Less Paper” approach to conducting business. We have since then invested a significant amount of time and money into developing new processes and initiatives such as electronic transmission of documents, provision of an client “electronic filing” area within our website, scanning of documents and the installation of a new phone system with direct dial and voicemail capability. A number of these processes are now on line and being used by a number of clients.
Electronic Transmission of Documents
Previously all clients have received a hardcopy of all documents produced by LBW, including income tax returns, financial statements and annual reports. Additionally, LBW have retained hardcopies of these documents on file for up to 7 years as a backup. In order to increase the levels of service to our clients and to be a bit more environmental, we have instigated the following changes:
- LBW will keep only electronic copies of documents provided to our clients.
- It will be strongly recommended that clients receive an electronic package rather than a hardcopy package. This package will look similar to what you have received in the past, but will not be printed. It will also:
- allow our clients to store the information we send in a more accessible manner on their PCs;
- decrease the turnaround time in getting documents to our clients; and
- allow clients to forward their financial information to third parties (banks etc) with minimum delay.
- A secure “client only” area will be introduced on the LBW Website. This will allow clients to upload and download documents and information pertaining to their business.
- You will have the option of receiving client ATO documents via secure e-mail transmission, the Website Portal or by collecting a digital copy of the documents directly from our office. All that is required is a current email address.
- EFT refunds will be done via the bank and we will no longer deduct our fee from the refund.
New Phone System
Additionally, we have installed a new phone system which will improve the way we communicate with you. You will be able to call any of the partners or staff of LBW direct. Each partner and staff members direct dial number is listed in the signature section of their emails. If the person you are after is not available, you will have the option of leaving a voicemail message or be transferred to our reception.
We have implemented standards of service within LBW to ensure that the vast majority of phone messages are dealt with on a same day basis. Clients also have the option of communicating through email if a more detailed message is required.
Going digital is a big step and putting systems into place takes lots of planning, money and of course time. We are committed to continually improve the way we do business, ultimately for the benefit of our clientele, our staff and the environment.
