Roberts & Morrow are an Australian-based professional services firm who offer accounting, auditing, tax, SMSF, and have been for 70+ years. Frustrated by the lack of record-keeping, inconsistent client data and server issues within their existing accounting software, the team made the switch to Active by Business Fitness, implementing Active Workpapers and Active Ledger & Reporting.

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With a clear objective to assist their clients from ‘starting up’ to ‘growing up’ and ‘handing over,’ Roberts & Morrow place importance in providing professional support through their services to make a real difference in their clients and communities lives.

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Seeking a cloud-based solution, 80 users across multiple offices now benefit from the capability to connect to clients' live accounting files and streamline data processing on the Active platform. The team also value having a standardised internal system and automated compliance workflow that supports their core values and fosters meaningful outcomes.

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Access to a comprehensive workpapers suite, compatibility with major accounting software providers, and user-friendly financial reporting functions are just a few of the instant benefits.

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The firm also now experience enhanced flexibility, seamless data input and export (regardless of clients' accounting software), and simplified review processes with clear error identification. The integration with Xero XPM and FYI Docs has also further streamlined operations and improved collaboration.

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The implementation of the Active platform is seamless and simple. With extensive training and a user-friendly, customisable interface, Roberts & Morrow were fully supported by Business Fitness during the implementation phase.

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“The Business Fitness team has provided extremely responsive, technical support when needed, they also delivered training over several weeks to all members within the firm. I am thankful for the support.” Having streamlined their compliance workflow and automation processes, the team at Roberts & Morrow are now enjoying complete confidence in their work.