Ecosystem Compatibility • Australia-Ready

Explore Supported Software & AI Capabilities.

Our qualified accountants work directly inside your practice management software, tax ledgers, and SMSF engines. Complete multi-platform mastery across Australian cloud, desktop suites, and licensed commercial AI with Zero Local Storage.

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Zero Data Migration • Encrypted Windows RDP & Cloud SaaS • Two-Tier Senior CA Sign-Off • APP 8 Compliant
Ecosystem Mastery

Supported Practice Software & AI Stack

Filter and explore how our accountants integrate directly with your existing practice workflow.

Core Cloud CLOUD 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: Connects directly via your invited staff user with strict role-based access.
Desktop / Server SECURE 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 (RDP). Zero local data extraction.
Cloud & Desktop AE / AO / CLOUD

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 Cloud DIRECT SAAS

LodgeiT Compliance

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 / Desktop SECURE 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 Bookkeeping CLOUD 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 Standard CLASS SUPER

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 Cloud BGL SF360 / CAS 360

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 Tool COMMERCIAL AI

Just Ask Xero (JAX)

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 Intelligence 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 AI 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 & Workpapers COMMERCIAL AI

Claude for Excel & Fathom

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 & Management CLOUD MULTI-TENANT

Fathom & Spotlight

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 Office WRAP DATA FEEDS

Praemium, Hub24 & Netwealth

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 Accounting CLASS / BGL

Class Portfolio & 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.
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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

Stringent security controls protecting practice data, regulatory compliance, and workpaper integrity.

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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.

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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.

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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.

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4. 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.

Software & AI Governance FAQs

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

Can MCR Global accountants work in hosted desktop software like Access HandiSoft? +

Yes. We operate a dedicated Windows Remote Desktop (RDP) desk trained in HandiTax, HandiLedger, HandiAsset, and Reckon Elite. Our team logs in securely through your practice's hosted terminal server or cloud-hosted Windows environment with zero local data migration.

  • ✓ Direct processing in HandiTax, HandiLedger, and HandiAsset with native keystroke speed.
  • ✓ Trial balance mapping, depreciation pooling, and division 7A calculations executed inside your server.
  • ✓ No client files, databases, or tax schedules ever leave your hosted Australian server.
How do your accountants connect to our cloud software like Xero and Class Super? +

Your practice simply issues a standard user login seat under your firm's existing account with multi-factor authentication (MFA/2FA) enabled. All work is conducted live inside your cloud ledger during Australian business hours.

  • ✓ Standard user seats in Xero Practice Manager (XPM), Class Super, BGL SF360, and LodgeiT.
  • ✓ Instant real-time visibility for your onshore partners into job progress and workpapers.
  • ✓ Complete credential control retained by your practice principal with immediate revocation capability.
How is client data protected under the Australian Privacy Principles (APP 8)? +

We enforce a strict Zero Local Storage policy across all remote accounting workstations. Workstations operate in locked-down environments where local downloading, external USB storage, local printing, and unauthorized copy-pasting are strictly disabled.

  • ✓ Zero Local Storage: 100% of accounting and tax preparation occurs in your cloud tenant or RDP session.
  • ✓ Strict compliance with Privacy Act 1988 (Cth) and APP 8 cross-border disclosure principles.
  • ✓ Protected by legally binding bilateral Non-Disclosure Agreements (NDAs) and employee background checks.
How do commercial AI tools enhance accuracy and speed in ledger reconciliations? +

Our accountants utilize licensed commercial tools—including Just Ask Xero (JAX), Dext Precision, and Hubdoc OCR—to accelerate mechanical bank transaction matching, GST anomaly detection, and receipt OCR processing. Every output is 100% verified by human Senior Chartered Accountants before sign-off.

  • ✓ Commercially licensed tools only: Zero experimental or unverified AI.
  • ✓ Enterprise data-protection agreements ensuring client data is never used for AI model training.
  • ✓ Strict Two-Tier human Chartered Accountant review on every single ledger and tax return.

TASA 2009 & TPB Regulatory Notice: MCR Global delivers remote workpaper compilation, tax return preparation, SMSF ledger administration, and bookkeeping capacity under the direct supervision and control of Australian Registered Tax Agents, BAS Agents, or Chartered Accountants / CPAs under the Tax Agent Services Act 2009 (TASA). MCR Global does not act as a public tax agent for retail taxpayers and does not directly lodge returns with the Australian Taxation Office (ATO). The supervising registered Tax Agent retains sole statutory responsibility for reviewing all lead schedules, verifying tax positions, approving workpapers, and authorizing electronic lodgments.