SavvyWise is built to strengthen the relationship between bookkeeper, accountant and client.
It’s an AI platform made in Australia to assist with tax research and more.
It includes collaboration features that help bookkeepers confidently commence preliminary research and request input from accountants.
This collaborative process allows both bookkeepers and accountants to work more closely together for the benefit of their clients.
Prior to SavvyWise, bookkeepers either had the choice to go directly to their client’s accountant for tax advice or conduct preliminary tax research themselves.
Bookkeepers don’t want to look uninformed, don’t want to overburden accountants and don’t want their clients paying too much for an accountants’ advice.
As a result, it was common for them to conduct preliminary research manually by searching:
When ChatGPT arrived, bookkeepers had an additional avenue for preliminary research.
They’d prompt AI by asking their question, and AI would search the public Internet and provide an answer.
However, bookkeepers quickly lost confidence in this approach when they discovered AI could be wrong and make things up.
Coming soon.
Accountants can invite bookkeepers to use SavvyWise, which empowers them to confidently conduct preliminary tax research using the power of AI backed by the same curated high-quality knowledge library that accountants have access to.
Important to bookkeepers is access to AI that can help with writing, generating ideas, preparing for meetings and creating Excel formulas.
Since SavvyWise offers these features, it is a fantastic alternative to ChatGPT for bookkeepers.
For bookkeepers interested in using SavvyWise, request access through an accountant or contact us directly.