Evolv- Query Management

Fewer queries… and fewer interruptions!

Dealing with excessive queries and inefficient query resolution is one of the biggest frustrations for clients. This often leads to interrupted workflow, delays in audits, ultimately slowing down the completion of your clients’ tax returns.

At Evolv, to prevent this, we take a proactive communication approach to support clarity and consistency of the audit process:

Monthly client newsletters: with regulatory guidance and audit response updates
Client Document library: for clarity on required information including example templates
Regular Q & A webinars: To address common issues and changes year to year

Additionally, as a key part of our service, we offer:

Pre-Audit Enquiry service helping to address potential audit concerns before submission. This supports a known audit outcome prior to audit submission, reducing back and forth queries.

Each client is supported by a dedicated client service team, including:

Workflow Manager, supports workflow and communication

SMSF Registered Auditor, provides direct audit related guidance. Acts as the key liaison for the audit process – provides an opportunity to answer any questions about fund preparation and audit implications.
Access to our Technical Specialists when deeper expertise is required

This proactive and collaborative approach ensures:

Reduced disruptions to your workflow
Effective clarification and guidance
Fewer queries and a faster turnaround times
Better preparation for complex funds

For more information on navigating the challenges of complex audit queries at peak time, read our article here.

Query Management

Fewer queries… and fewer interruptions!

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Sydney Office

Melbourne Office