Accountants Daily’s Tax & Compliance Guide 2026 brings together Acis, Cloudoffis, Dext, Practice Protect, and The Access Group to look at five areas where firms can make practical improvements before FY27. The guide covers the nuts and bolts of what accountants should be reviewing now, where processes can be improved, what work can be automated, and how firms can create more time for the work that actually needs an accountant.

What’s inside the guide?

Trusts and emerging tax implications
Acis
Understand what Treasury’s exposure draft means for trust clients, including the proposed new definition of a fixed trust, the alternative pathways available to trustees and the areas where uncertainty remains.
Acis sets out which clients to prioritise now, what advisers should model before recommending a restructure and why the exposure draft calls for closer review rather than immediate action.

The FY27 mandate: Automation as the new baseline for workpapers and SMSF audits
Cloudoffis
See how standardised workpapers and automation can reduce manual work, strengthen audit trails, and help your team handle more compliance work without compromising oversight.

The compliance efficiency playbook
Dext
Find out where time is being lost before compliance work even begins, and how automating document collection, data capture, and routine admin can give that time back to your team.

The growing nexus between compliance and cyber security
Practice Protect
Learn which security controls your firm needs to have operating, from MFA and access management to offboarding and audit trails, and how to prove those controls are actually working.

The advisory edge: Enhancing client services with predictive tax data
The Access Group
See how predictive tax data can help you spot issues earlier, model different outcomes, and turn tax planning into a more proactive, repeatable service for clients.

This guide is for you if you are trying to work out:

• Which unit trust clients and deeds to review before FY27.
• Where manual work can be removed from workpapers, SMSF audits, and recurring compliance jobs.
• How to stop document chasing and data entry eating into your team’s capacity.
• What cyber security controls your firm needs to have in place and be able to prove.
• How to use the data you already hold to give clients useful tax advice earlier.

These are not theoretical problems. They affect how much work your team can handle, how easily you can demonstrate compliance, and how much time your accountants have left for clients. The guide is designed to help you work out where to look first and what you can do about it.

Get your practice ready for FY27

You cannot control every tax, regulatory, or compliance change coming your way, but you can make sure outdated processes, unnecessary admin, and gaps in your systems aren’t making the job harder.

Download Accountants Daily’s Tax & Compliance Guide 2026 for practical guidance from Acis, Cloudoffis, Dext, Practice Protect, and The Access Group on what to review, what to improve, and where your practice can work smarter before FY27.