From spreadsheet chaos to workflow clarity: Why accounting firms love ProvCheck

Maddy Green (left) and Krystle Brough, Client Directors. 

Effortless, accurate, and built for busy accounting teams – ProvCheck transforms provisional tax notices into a streamlined process you can trust. Say goodbye to cumbersome spreadsheets and hello to smarter workflows.

Provisional tax time shouldn’t be a recurring stress point. But for many firms, it’s a monthly juggle – balancing spreadsheets, multiple data sources and endless validations just to get notices out the door.

That’s why we built ProvCheck, an end-to-end workflow solution designed to make this regular task feel a whole lot easier for accountants.

ProvCheck aggregates data from myIR, XPM and Tax Traders into one seamless view. Instead of second-guessing calculations, checking for tax pooling impacts, or reconciling spreadsheets across different platforms, firms can now rely on a single tool that takes care of the heavy lifting.

Tax Traders Client Director Krystle Brough, CA says accountants often express frustration with how many steps go into creating provisional tax notices.

“A huge amount of time is eaten up comparing multiple sets of data,” she explains. “It is such a highly manual process that can potentially lead to errors when determining clients’ tax liabilities.”

ProvCheck helps reduce that burden by flagging data exceptions early, generating client-ready emails and auto-consolidating notices for clients with multiple entities – all from one place. Its missed payments report saves hours otherwise spent clicking through myIR account by account, and calculations or work papers can be added directly within the platform for better oversight.

Although provisional tax is paid three times a year, firms manage it every month due to varied client balance dates. ProvCheck is built with that reality in mind. It doesn’t just simplify the workflow. It helps firms free up time to deliver more value where it really counts.

The platform was scoped and built by Tax Traders and trialled with Grant Thornton to ensure it genuinely solves real-world workflow pain points. Krystle says feedback has helped shape each feature, and firms continue to share their enthusiasm for what ProvCheck makes possible.

One of those firms is CooperAitken, a large independent practice in the Waikato region that places great importance on ensuring clients receive timely provisional tax information.

Partner Rory Noorland, CA adopted ProvCheck during their transition to XPM and it has helped them build a new workflow that is faster and more accurate.

“This has been a real game changer,” he says. “I was literally able to review provisional tax notices for 28 October while sitting on a beach in Rarotonga.”

Krystle adds that firms are seeing more oversight and better alignment across their teams.

“People who are manually checking the data are also freed to do higher-value work and provide additional value across their client portfolio,” she says.

Whether your firm supports 100 clients or a thousand, ProvCheck helps your team deliver what matters: accuracy, efficiency, and more time to focus on the work that drives real impact.

Want to see ProvCheck in action?

Book a demo – we’d love to show you how it can improve your workflow.