Set up a company for your Clients in just 3 clicks

Company formations are a regular part of running an accounting practice, yet the process often takes far more time and effort than it should. Many accountants rely on disconnected systems and manual processes that slow operations down and consume valuable resources.

Current Steps to form a Company:

Step 1: Attend client phone call and send an information sheet for client data

Step 2: Explain to client regarding Directors ID Requirement + do an AML and CTF Check if it is a new client

Step 3: Prepare Invoice and collect payment for company formation

Step 4: Collect data and order a company on platform like trustdeed.com.au

Step 5: Prepare engagement letter and get it signed by clients

Step 6: Get all company constitution / share certificates / minutes signed by clients

Step 7: Add company in accounting platform like MYOB / Xero / Intuit

Step 8: Create space in dropbox or file share platform for client to provide you annual information

 

The above is a significant administrative burden and will take at least couple of hours.

Now imagine a more streamlined approach - by using AI agents - deployed on your website - what if I were to tell you that the above job can be done in not more than 3 clicks and in less than 30 seconds!

 

AUSTRALIA'S FIRST - BEST PART - IT'S FREE FOR YOU

 

There has to be a better way. With ACCUAI, there is, once it is deployed on your website and the clients fill out the company formation form online on your website.

Clients give you the company formation data online on your website via Accu AI sub-domain, they pay you online, sign engagement letter after completing the form and you create space on your website where they are able to upload their annual tax preparation documents.

 

Once you get a phone call from your client to set up a company = Tell your clients to go to your website and click on "Order Now" button.

 

Click 1: Once you get data from your client (payment is already in your bank) you send data to trustdeed.com.au - company formation data will seamlessly move to trustdeed.com.au

 

Click 2: Send your clients all documents to sign via trustdeed.com.au via digital signature

 

Click 3: Make this company a new client - and send company set up data to your accounting software. Your client will get an email to set up a password to upload company information every year. You will be able to raise and answer queries online and so will your clients.

 

3 CLICKS AND YOU ARE DONE !!!

 

How it works in 3 clicks?     What about a demo .....

With ACCUAI, your practice receives a fully branded client portal where the entire company registration process is managed from start to finish. Just three simple clicks:

Client fills in their details on your website: Your client visits your website and completes a simple online form with all the information needed to set up their company. No phone calls, no email chains, no incomplete information. Everything arrives to you clean, structured, and ready to act on. 

 

Click 1 - You review and send to the right provider : Once you've reviewed the query, you forward it with a single action to either companychanges.com.au or trustdeed.com.au to form a company. Check out with our voucher package purchase with just a click. 

 

Note: If you wish to register a company or lodge company through Companychanges.com.au you will need your own ASIC Agent Number and password ASIC Edge Agent 

 

Click 2 -  Documents go straight to your client:  Once processed, the completed documents are sent directly to your client from Company Changes or Trust Deed for digital signature. The job is done.

 

Click 3: Set up the client on your Accounting Software: One click will send the company data to your Accounting software like Xero / MYOB / Intuit and create space on your website for your clients to log in and upload their annual compliance documents - if you have subscribed to FYI -please stop ! not required any more.

 

WAIT THERE IS MORE ......

 

• Your clients can also order SMSF's via your website on the same "Order Now" button 
• We are working on ATO correspondences - which means if you have subscribed to ATO Mate or to ATO Smartdocs - please stop ! You will get them for free
• We are also working on to download all the Business Activity Statements from ATO website and will provide free Working Papers for your Activity Statements / Account Statements BAS / GST reconciliations & reviews - which means if your have subscribed to Cloudoffis Tax Sorted or ATOSA - Please stop ! you will get them for free    

 

Why You need ACCUAI ?

ACCU AI removes the constant back-and-forth that typically occurs during Company registration. 

It integrates with Companychanges.com.au and Trust Deed. It reflects your brand throughout the client experience, not ours. 

Here's what that means for your practice: 

• Three-Click Workflow: From client enquiry to completed documents, the entire process can be managed in just three simple clicks, reducing administration and saving valuable time.
• Quick Data Verification Service - KYC of your new clients on the fly instead of going on another platform
• Digital Engagement & Signatures: Clients can review and sign engagement letters online, removing paperwork and speeding up onboarding.
• Secure Document Exchange: Documents can be uploaded, shared, and stored securely through the website, keeping everything in one place. Imagine - there is no need to send documents to your SMSF Auditor - they will simply log in and collect audit data
• Centralised Query Management: Client questions and requests are managed within the platform, reducing email traffic and improving response times.
• Real-Time Dashboard: Track the status of clients, documents, payments, and outstanding tasks in real time. 
• One-Click Payments: Payments are processed directly through the workflow, reducing invoice follow-ups and administrative delays.
• Faster Turnaround Times: Automation and streamlined processes help complete SMSF and company registrations more efficiently.
• Access to ATO Correspondence on your website: Your clients get a notification and they log in to your website to download all their assessments and notices which you normally send to them via email
• Branded Client Portal: Clients interact with your firm's branded portal, creating a professional and consistent client experience.
• ATO Workpapers and Reconciliations; No need to individually log in to each account manually on the ATO portal - we will bring all the Activity Statements and BAS's lodged in a logical excel sheet for your quick review and reconciliation
• More Time for Advisory: By automating administrative tasks, your team can focus on providing higher-value advice and growing client relationships.

Join our webinar on Tuesday- 16th June, 2026

Designed for Growing Accounting Firms

Every minute spent on administrative back-and-forth is a minute taken away from the work that actually grows your practice.

 

ACCUAI removes the friction from company formation so you can serve more clients, more efficiently, without adding headcount or complexity. From the moment a client lands on your website to the moment they receive their documents — ACCUAI handles it, and it takes just three clicks. 

 

🎁 Exclusive Offer- Set up ACCUAI (Free) - till 30th June 2026

 

To set up the sub-domain you need to tweak your website a bit and we have to spend some time to program and colour code the online forms for which we charge $990 Incl. GST. We’re offering something special for you till 30th June 2026:

 

• If you were to buy from trustdeed.com.au a 100-Voucher Pack or more (allows you to set up about 100 entities - no expiry date), ACCUAI setup will be provided free of charge and included in the package fee. The voucher packs allows you to buy legal documents as low as $43.44 (500 Vouchers) for a legal document instead of full price of  $175. For full details click here.

You Get FREE SET UP (Valued at $990 for free)!

 

We’ll set up, configure, and integrate ACCU AI into your website at no cost.

Interested ?

Visit www.trustdeed.com.au for more details or call us on(02) 9684 4199

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