Your all-in-one, done-for-you compliance system - built for real accountants, bookkeepers, BAS agents, and tax agents.

This premium 21-document pack is your practical, audit-ready toolkit to meet the TPB Code of Professional Conduct (2024), the Tax Agent Services Act 2009, ISO 9001:2015 principles, and the expectations of CPA Australia and CA ANZ.

What sets this version apart? It includes both our structured Full QMS and our streamlined QMS Solo template - so you can choose the version that best matches your current business setup.

✔ Running solo without admin or supervision? Choose the QMS Solo - it’s lean, clear, and free from team-based processes, making implementation faster and simpler.

✔ Managing a team or planning to grow? Go with the Full QMS - it includes detailed supervision, delegation, and internal controls for team-based practices.

Included in this Pack:

• A complete Quality Management System (QMS) in both Full and Solo versions

• 17 pre-written, compliance-ready Policies and Registers

• A complete Contingency Plan

• A customisable Caretaker Engagement Letter

• Compliant Engagement Letter for Accountants

• A detailed, step-by-step Implementation Guide for setting up and maintaining your QMS

Whether you're a one-person powerhouse or a practice leader with staff, this pack ensures your compliance is covered — clearly, confidently, and with minimal editing.

Editable templates in Word and Excel
Folder-ready structure and clear naming
Colour-coded placeholders for fast personalisation
Fully aligned with TPB, TASA, and ISO standards
Built by industry experts who’ve done the hard work for you

Format: Editable Word (.docx) and Excel (.xlsx)

Quality Management System

For Solo Operators