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Practice + Portal

Your clients' books, at the same table.

BAS, requests and documents move between the practice and the venue in one thread, and a person signs every lodgement.

Design preview. The screens on this page show where bord.room is going, with sample data.

Request a demoWatch the practice walkthrough
BAS board for an accounting practice: each client's July to September BAS on one row, grouped as waiting on client, ready for review and ready to lodge

Every BAS on one board

See what is ready, what is held, and why.

  • Each client's BAS on one row, with its state.
  • Hold one with a reason; lodge the rest.
  • The ATO's acceptance comes back to the same row.
BAS board for an accounting practice: each client's July to September BAS on one row, grouped as waiting on client, ready for review and ready to lodge

The portal

Clients answer on their phone.

  • A request goes out with a due date.
  • The client uploads from the portal, in your practice's colours.
  • Nothing to install.
Client portal on a phone: the practice asks for two documents for the July to September BAS, due Wednesday 28 October, with a button to add the bank statement

The same room as the venue

The venue's week, without the spreadsheet.

  • Approved hours feed the pay run.
  • The pay run feeds the BAS.
  • The practice sees the venue's week as it happens.
Hours ready to approve: 1,286.5 hours against 1,272 rostered hoursTimesheet approvals: 38 of 41 timesheets match the roster and are ready to approve, and 3 exceptions are listed with a reason each
Design preview with sample data.

The Pass

Three things you will learn to recognise.

A plate with one number: labour at 29.1% of forecast sales
One number that matters.
Dockets for a roster shift, an open shift, a swap request and a document request
Things you can pick up and move.
A confirmation: week of 26 October published, 24 crew notified
The moment a person confirms it.

See it with your clients

Walk through a BAS cycle with us.

Bring one client. We will show the request, the portal and the lodgement.

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