Professional Services Consulting

Our Professional Services team consists of experienced professionals who have in-depth knowledge of the ONESOURCE applications.

Through a consulting engagement, we can provide expert guidance on how to tailor and optimise the application to meet your organisational needs or train your team on using the application to bring efficiencies to your tax and financial reporting processes.

Get in touch

To learn more about our consulting services, please contact your Client Relationship Manager or complete this form.  Our consulting engagements are charged at A$363 (plus GST) per hour.

How we can help

ONESOURCE Statutory Reporting & ONESOURCE Accounts Production

Organisational template creation We can build a tailored organisational template to enhance your reporting efficiency.  Once created, an organisational template can be rolled out to multiple entities, ensuring consistency in report layout, wording and formatting.  Updates and changes required in multiple entities can be made just once in the template.

Template manager training Learn how to create and maintain organisational templates, ensuring consistency across all entities and enabling efficient updates and changes.

Entity creation We can set up a new entity for you in ONESOURCE, replicating your existing report and ensuring inclusion of comparative period data.

Content customisation We can help you customise your report to meet your organisation’s requirements, for example by adding customised tables or disclosures. This may also include changing the underlying ONESOURCE template on which your report is based, e.g. from standard corporate to simplified disclosure.

Cashflow automation We can assist you in automating your cashflow statement, ensuring accurate and efficient reporting. 

Report preparation and outsourcing Have a dedicated consultant directly prepare your reports in ONESOURCE, working under your direction. This helps you navigate peak periods, to ensure timely and accurate reporting that meets your specific needs. This engagement may be structured as a secondment for a certain period of time.

Custom training Receive tailored training sessions focused on specific topics or pain points of your choice, ensuring you get the most out of your ONESOURCE platform.

Dedicated consultant Get priority support with a dedicated consultant for any queries or concerns, ensuring timely resolution and peace of mind. This is typically provided through a pre-paid hourly bundle, usable as needed.

Performance enhancement We can help you optimise ONESOURCE platform performance (based on our health check report recommendations), which may include deleting any unused prior periods with its related data and/or unused GL accounts within ONESOURCE.

System integration Integrate ONESOURCE Statutory Reporting with other systems, such as ERP, through the implementation of application programming interfaces (APIs).

Single Sign-On Implement Single Sign-On to streamline your user experience and enhance security, allowing seamless access to ONESOURCE with a user's existing company login.

ONESOURCE Corporate Tax

Dedicated assistance​ Benefit from a personalised consulting experience, with direct access to a dedicated consultant available to answer questions and guide your team with their ONESOURCE usage, ensuring timely resolution and peace of mind.  You may have new joiners unfamiliar with ONESOURCE, or peak periods requiring support. This is typically provided through a pre-paid hourly bundle, usable as needed.​

Custom training​ Receive tailored training sessions focused on specific topics or pain points of your choice, or we can provide a general “refresher”, to ensure you get the most out of ONESOURCE.​

Health check​ We can provide a comprehensive review of your current ONESOURCE usage and suggest process improvements to get the most out of ONESOURCE, make efficiency gains and learn best practice recommendations.​

Out-of-hours support​ Ensure seamless operations during critical usage periods, with access to a dedicated consultant out-of-hours to assist with urgent ONESOURCE queries.​

Updates to chart of accounts, mapping, entities and/or grouping​ We can guide you in implementing a new general ledger into ONESOURCE, including the required configuration changes to chart of accounts, mapping and workpapers. We can also support the setup of new entities and/or a modified group structure.​

Tax effect accounting implementation​ For customers currently using ONESOURCE for tax returns only, let us help you adopt ONESOURCE for tax provision calculations as well. With in-built tax effect accounting workpapers directly leveraging the work already done for tax returns, prevent duplication of effort and maximise your team’s efficiencies in the tax reporting & compliance process.​

Other products

In addition to the above, our specialist consultants are available to help with other ONESOURCE products and services not listed here.