Property valuation workflows for accountants and accountancy firms#
Give your clients a faster path to signed property valuation evidence while keeping your team focused on tax advice, compliance and client service.
Valuation Ready supports firms that need repeatable valuation workflows for CGT, SMSF property, estate administration, transfers, family matters and client record-keeping.
Why accounting firms use us#
- Bulk pricing designed for recurring client-book workflows.
- Enough commercial room for your firm's administration, coordination and client communication cost.
- Separate client, property, purpose and source tracking once FlowPilot is connected.
- Useful for CGT evidence, SMSF property valuation support and client valuation reminders.
- Planned Valuation Ready partner portal with CSV or Excel batch upload for client-book work.
- Valuer independence and professional judgement remain protected.
One firm workflow, many properties, clear source tracking and a repeatable annual reminder path.
Commercial model#
Our preferred accountant model is wholesale or bulk pricing: your firm receives a predictable partner price and can decide how to manage internal administration and client communication costs in a compliant way.
Where a referral fee or introduced-client arrangement is used, it should be documented, disclosed where required and reviewed against your professional obligations. Valuation conclusions are never adjusted for the accountant, client relationship, referral source or commercial arrangement.
Good-fit firms#
- Tax agents advising property investors affected by CGT evidence questions.
- SMSF accountants and administrators handling annual property valuation evidence.
- Firms that want a repeatable workflow for client-book valuation reminders.
- Accountancy groups that prefer bulk submission over one-off manual emails.
Partner sales kit#
Use the material below as a practical starter kit for your team. It should be reviewed against your firm’s professional obligations, engagement terms and client communication standards before use.
Client brochure copy
Property valuation evidence for tax and compliance records
Some property owners need clearer market-value evidence for tax records, SMSF compliance, estate administration, transfers or future decision making.
Valuation Ready supports accountants and tax agents with repeatable property valuation workflows, qualified valuer involvement and source tracking. Your accountant can coordinate the request, while the valuer forms an independent professional opinion.
When to introduce it
- Investment property CGT evidence questions.
- SMSF property valuation evidence for annual accounts/audit support.
- Estate, transfer or family arrangement records.
- Client has poor historical valuation documentation.
- EOFY review or client-book reminder campaigns.
Sample client email#
Subject: Property valuation evidence for your tax records
Hi {{client_first_name}},
During our review of your property records, one item to consider is whether you need independent valuation evidence for your file.
This may be relevant where a property is used for investment, SMSF reporting, estate administration, transfer records or other tax/compliance purposes. The right evidence pathway depends on your circumstances.
We can coordinate a request through Valuation Ready, which provides remote-first property valuation workflows with qualified valuers. The valuer forms an independent opinion; our role is to help coordinate the request and keep the records organised.
This email is general information only. We will advise separately on any tax treatment that applies to your circumstances.
Would you like us to arrange the valuation request?
Regards,
{{accountant_name}}
Accountancy selling runbook#
- Segment the client book. Identify investment property, SMSF property, estate/transfer and poor-record clients.
- Choose the evidence reason. Record whether the request is CGT, SMSF, estate, transfer, family or general market-value evidence.
- Do not overpromise. Avoid "ATO-approved" or guaranteed tax outcome language. Use "signed valuation evidence" or "market-value record".
- Confirm consent. Get permission before sending client and property details into the valuation workflow.
- Disclose commercial arrangements. Use wholesale/bulk pricing where possible; document and disclose referral benefits where required.
- Bulk-submit cleanly. When the Valuation Ready partner portal is live, submit client, property, purpose, source and UTM/partner attribution by portal form, CSV or Excel template.
- Follow up before deadlines. Use reminder campaigns for EOFY, SMSF annual work and CGT record-building periods.
Staff call script#
“As part of your property records, we should consider whether a signed property valuation would be useful evidence. Valuation Ready can coordinate a remote-first valuation workflow with a qualified valuer. The valuation opinion is independent; we use it as supporting evidence where appropriate for your accounting or tax records.”
Register accountancy interest#
General information only. Accountants and tax agents should consider their professional, disclosure and conflict obligations before any partner arrangement goes live.