No more wasting time having the same conversations with your clients about cash flow - with Retriever, it's sorted!
We're sure you've had many conversations with your clients about the need to manage their cash flow, business taxes & GST they collect better. Despite their best intentions, many clients just can't seem to make it a priority.
Retriever has been built with TAX & BAS agents in mind. You can add and manage your clients directly through the Retriever dashboard.
Because the GST is fetched in small amounts your clients never notice it being paid - no more awkward conversations or waiting on the phone with the ATO on behalf of your client.
Book your personal tour of Retriever:
How Retriever works
Retriever can fetch your nominated % of deposits and transfer to another bank account or the ATO (GST etc.):
NB: Banks shown are for illustration only - these can be any bank.
Retriever can also fetch your nominated % of deposits as a lump sum and split that into multiple accounts of your choice once, twice or three times per week:
NB: Banks shown are for illustration only - Retriever works with any bank:
Bookkeeper, TAX & BAS Agents FAQ's
NO!
Retriever is completely free for you to add and manage your clients - there is no partner fee payable.
If you choose to use Retriever to manage your own cash flow then the standard Retriever monthly subscription fee applies.
NO!
With Retriever, all your clients subscription payments are debited directly against their bank account so you are never responsible for their subscription payments.
Yes!
We are more than happy to help you with adding your clients to Retriever. This is best done via Zoom and we are happy to schedule that in for you at any time.
You can always get help with your Retriever partner account here: Get Help now
Retriever is very secure.
We use industry standard security and two factor authentication is available and recommended for all accounts.
Our bank feed technology is provided by SISS Data Services under the federal government Consumer Data Right legislation.
No, we don't pay commissions to Retriever Partners. We see the BIG benefit for partners using Retriever is saving you time (and money) managing your clients GST obligations and or dealing with the ATO on behalf of your clients.
For partners with a high volume of clients we are happy to discuss bulk pricing etc. with you.
Add and manage clients directly through your Retriever dashboard
