Back to ‘Accountants’ Case Study 2

For Accountants

Business Accounting Firm

Brisbane, Australia

Yodal Pro

Web Integration, ‘Yodal In a Box’

Yodal Accountant Image

Seeing the potential.

Based in Brisbane, this medium-sized accounting practice focuses on SME business owners as their core demographic. Their decision to position themselves as an advisory firm sees their advice extending well beyond traditional accounting, tax and compliance work.

The firm’s clients often have complex estate plans – with multiple businesses entities, self-managed superannuation funds, existing investments, and blended families’ common place. Knowing that Yodal is a national solution, and every estate planning matter in Yodal is finalised by a specialist estate planning lawyer means that the firm can rely on a legally defensible solution, no matter which state their client lives in.

The Principal shares,

It’s critical to our business that we have access to a dedicated, efficient, and defensible solution that helps us assist our clients as they navigate often complex estates. We’re acutely focused on ensuring their wealth will be transferred as they wish, their loved ones protected, and any tax implications are adequately addressed.”

The relationship began with a referral and resulted in Yodal being considered a business-critical element of their corporate offering.

Not only did the simplicity and maturity of the Yodal solution appeal, but we could also see the huge potential of the ‘Yodal In a Box’ and social media integration options.”

These options have been instrumental in engaging with, and educating, the firm’s clients about the importance of estate planning and the process involved.

This is a partnership for the long term.

Interested in discussing how Yodal might work for your organisation? Let’s discuss your needs…