Technology & Tooling Infrastructure

Direct in Your Software.
Powered by Licensed AI.

We work natively inside your Xero, HandiSoft, MYOB, LodgeiT, or Class Super files. Our accountants leverage licensed commercial AI tools to eliminate mechanical friction while preserving strict human CA sign-off.

Ecosystem Compatibility

Explore Supported Software & AI Capabilities

Filter by practice category to see how our accountants integrate with your existing workflow.

Core CloudCloud Multi-Tenant

Xero Practice Manager (XPM)

Complete practice workflow, job tracking, staff allocation, and tax return filing for Company, Trust, Partnership, and Individual returns.

Delivery Protocol: Our team connects directly via your invited staff user with strict role-based access.
Desktop / ServerSecure RDP / VDI

Access HandiSoft (HandiTax / Ledger)

Dedicated processing for established Australian practices managing complex tax returns, depreciation ledgers, and historical multi-year files.

Delivery Protocol: Accessed through your secure Windows Remote Desktop Protocol (RDP) or hosted terminal server. Zero local data extraction.
Cloud & DesktopCloud Multi-Tenant

MYOB Practice & Business

Tax lodgment, workpaper generation, AccountRight ledger reconciliation, and business reporting.

Delivery Protocol: Direct user access via MYOB Advisor/Practice portal with Senior CA review.
Modern CloudCloud Multi-Tenant

LodgeiT

Cloud-native multi-entity tax preparation with automated workpaper compilation and fast ATO direct lodgment.

Delivery Protocol: Integrated practice collaboration with automated workpaper cross-referencing.
Enterprise / DesktopSecure RDP / VDI

CCH iFirm & Reckon Elite

Practice management, client portal collaboration, and corporate tax compliance files.

Delivery Protocol: Remote desktop or cloud login tailored to your practice server infrastructure.
Daily BookkeepingCloud Multi-Tenant

Xero & QuickBooks Online

Daily bank feed allocation, AP/AR invoice processing, inventory adjustments, and GST/BAS reconciliation.

Delivery Protocol: Daily/weekly reconciliation schedules with end-of-month manager sign-off.
SMSF Industry StandardCloud Multi-Tenant

Class Super

Daily SMSF administration, automated investment feeds, corporate action processing, pension calculations, and annual audit preparation.

Delivery Protocol: Direct ledger processing and automated generation of 20-point verified pre-audit workpaper packs.
SMSF CloudCloud Multi-Tenant

BGL Simple Fund 360

AI-assisted transaction matching, trust deed verification, member account balances, and annual statutory report compilation.

Delivery Protocol: Complete end-to-end SMSF file readiness for independent auditor sign-off.
Licensed AI ToolLicensed Commercial AI

Just Ask Xero (JAX) & Smart Capture

Natural language ledger inquiries, fast auto-matching of source documents, and invoice drafting inside client files.

Delivery Protocol: Trained delivery accountants leverage native JAX automation for 30–45% faster routine ledger coding.
Document IntelligenceLicensed Commercial AI

Dext Precision & Hubdoc

Template-free automated receipt extraction, line-item OCR capture, and health-check data auditing.

Delivery Protocol: Accelerates mechanical document entry with 100% human verification by Senior Reviewers.
Reconciliation AILicensed Commercial AI

Booke AI & AutoEntry

Smart categorization suggestions, bank feed anomaly cleanups, and historical vendor rule memory.

Delivery Protocol: Eliminates repetitive data entry while preserving strict double-entry ledger accuracy.
Analysis & WorkpapersLicensed Commercial AI

Claude for Excel & Fathom Commentary

Automated workpaper summarization, variance commentary drafting, and draft reviewer notes for CA handover.

Delivery Protocol: Every AI-drafted narrative and workpaper is strictly reviewed, validated, and signed off by a human Chartered Accountant.
vCFO & ManagementCloud Multi-Tenant

Fathom & Spotlight Reporting

Monthly management packs, 3-way cash-flow forecasts, financial performance dashboards, and executive KPI reports.

Delivery Protocol: Our pods configure live reporting models directly from your client Xero/MYOB ledgers for practice review.
Wealth & Family OfficeCloud Multi-Tenant

Praemium, Hub24 & Netwealth Feeds

Investment portfolio reconciliations, dividend reinvestment (DRP) matching, custodial asset allocation schedules, and corporate actions.

Delivery Protocol: Reconciles investment data feeds directly against practice client entity ledgers and trusts.
Entity AccountingCloud Multi-Tenant

Class Portfolio & BGL Simple Invest 360

Specialized non-super investment accounting for trusts, private companies, and high-net-worth family groups.

Delivery Protocol: Streamlined portfolio administration, capital gains tax (CGT) parcel matching, and multi-entity consolidation.
🛡️

Strict Policy: Zero Custom-Trained AI Models & Zero Client Data Training

MCR Global does not build, train, or operate proprietary LLMs or custom AI systems with your client data. Every tool in our stack is a licensed, SOC-2 compliant commercial off-the-shelf platform (Xero, Dext, Anthropic, Microsoft) governed by vendor data processing agreements. Every AI output is verified by a human Chartered Accountant prior to file delivery.

Technology Governance

Four Pillars of Our AI & Software Policy

🔒

1. No Custom AI Development

MCR Global does not develop, train, fine-tune, or maintain any proprietary or experimental AI model. Every AI tool used in our delivery workflow is a commercially licensed product from established vendors (Xero, Anthropic, Dext, Microsoft) operating under strict data protection agreements.

👤

2. Mandatory Human CA Sign-Off

No AI tool is ever granted automated permission to file, lodge, or finalize client financial work. Every AI-assisted draft (such as Dext receipt capture or Claude for Excel workpaper summarization) is 100% verified, validated, and approved by a qualified human Senior Chartered Accountant.

🎓

3. The MCR Academy Ladder

Every team member undergoes structured certification through the MCR Academy: progressing through AI-Associate → AI-Practitioner → AI-Senior Reviewer. Staff are evaluated on simulated Australian client files before any live practice work is assigned.

🇦🇺

4. Australian Sovereign Data Residency

We enforce a strict Zero Local Storage policy. Client accounting ledgers remain permanently housed within your practice cloud (AWS/Azure Australia regions) or secure hosted Windows desktop servers.

Direct Answers & FAQ

Software & AI Governance FAQs

Direct answers on software integration, legacy desktop RDP access, and AI privacy protocols.

What Australian practice management, tax, and advisory software does MCR Global support? +

MCR Global integrates directly with all leading Australian practice and advisory platforms: Xero Practice Manager (XPM), Access HandiSoft, Reckon Elite, MYOB Practice, LodgeiT, Class Super, BGL Simple Fund 360, Spotlight Reporting, Fathom, and wealth data platforms like Praemium and Hub24.

  • ✓ Tax & Compliance: Xero Tax, Access HandiSoft (via RDP), MYOB Practice, LodgeiT.
  • ✓ Bookkeeping & AP/AR: Xero, QuickBooks Online, Dext, Hubdoc.
  • ✓ SMSF & Wealth: Class Super, Class Portfolio, BGL Simple Fund 360, Praemium, Hub24.
  • ✓ Virtual CFO & Reporting: Fathom, Spotlight Reporting, Syft Analytics.
Does MCR Global develop or train custom AI models on client tax data? +

No. MCR Global does not develop, train, fine-tune, or maintain any custom or experimental AI model. We exclusively use commercially licensed enterprise tools (e.g. Just Ask Xero, Dext, Microsoft Copilot, Anthropic Claude) operating under strict data-protection agreements with Zero Data Retention for training.

  • ✓ Zero AI model training on client financial records.
  • ✓ Commercially licensed software adhering to enterprise SOC 2 and ISO 27001 standards.
  • ✓ Strict data isolation and Zero Local Storage guarantees.
Are automated AI tax calculations reviewed by human accountants? +

Yes, 100%. No AI tool is ever permitted to lodge, file, or finalize any client workpaper. Every automated extraction, OCR receipt match, and draft calculation is reviewed and signed off by a qualified intermediate accountant and a Senior Chartered Accountant.

  • ✓ Mandatory human-in-the-loop validation on every journal entry and tax schedule.
  • ✓ Senior Chartered Accountant cross-referencing and lead schedule sign-off.
  • ✓ Complete supervisory audit trail compliant with TPB guidelines.
How do MCR Global accountants connect to on-premises servers running HandiSoft? +

For practices using Access HandiSoft or Reckon Elite, our accountants log in directly via your secure Windows Remote Desktop (RDP) server or hosted terminal service. All data remains on your server with no local downloads or exports to Indian workstations.

  • ✓ Secure encrypted RDP / Citrix / VPN connections.
  • ✓ Zero local file storage and zero local print/clipboard transfer.
  • ✓ Immediate session termination when tasks are completed.

See our AI + CA workflow in action.

Book a 10-day paid pilot or send 2 overflow files directly in your existing software.

Book Paid Pilot →