TPB to overhaul IT system, easing registration process for agents

The TPB has launched a procurement process to replace its aging customer relationship management (CRM) tool and modernise its IT systems.

“We are seeking a vendor to partner with us to develop and implement a solution that will integrate the evolving business of the TPB,” said Craig Woodburn, chief technology officer of the TPB.

According to the TPB, this includes not only replacing its CRM, but also enhancing the register of tax practitioners, legal practice management systems, compliance analytics, reporting and workflow systems.

“The new system will include the development of a more streamlined renewal process for tax practitioners, with the aim of implementing a 'tap the app' solution requiring minimal input by practitioners who have maintained their obligations and have had minimal changes to their circumstances,” said Mr Woodburn.

“Apart from significantly simplifying and automating our business processes, we expect this solution will make registration and renewals for tax practitioners far more streamlined, and also provide consumers of tax practitioner services better tools to ensure their agent is registered.”

The TPB plans to engage an IT vendor by mid-January 2020, with new systems being rolled out progressively over the next three years.