Embedded Firm Knowledge

Accounting firms have an existing wealth of knowledge that includes:

  • Tax training manuals
  • History of advice
  • Firm policies and procedures

This firm knowledge can be embedded into SavvyWise, to be exclusively used by your accountants.

No one else has access to the knowledge.

Tax Training Manuals

It is common for accounting firms to train their accountants with monthly tax updates and special topics.

The limitation with the traditional approach is that these training manuals are often in PDF format and stored in a document management system that has limited search functionality.

Often the only accountants who use these training manuals are the ones who attended the training.

What accounting firms need is a way to harness the knowledge of these training manuals so that accountants can conveniently benefit from this great resource.

With SavvyWise, you can upload your training manuals. These are then carefully processed and optimised for AI-assisted research.

As a result, your team (and only your firm), will have a powerful research assistant using the high-quality curated knowledge base of SavvyWise together with your embedded tax training manuals.

History of Advice

Accounting firms have a mountain of great advice provided to clients. What they need is a way to tap into this knowledge so they avoid repeating the same tax research again and again.

Firms can now achieve this by securely incorporating advice given by the firm within SavvyWise.

Big Four firm KPMG Australia has reportedly started to do this, and now you can too.

This not only avoids repetitive tax research, but also reduces the disruptive "has anyone dealt with this" email being circulated around the firm.

Firm Policies and Procedures

A common productivity-enhancing feature of AI is for organisations to make their policies and procedures accessible during AI searches for their team members.

This reduces the burden of managers getting bogged down with interruptions involving firm policy and procedure questions.

Accounting firms can upload their policies and procedures to SavvyWise. This knowledge is then made available to your firm's employees (and only them) whenever they need it.

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