The Tax Practitioners Board (TPB) has today announced a select 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.

'This includes not only replacing our CRM, but also enhancing our 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.'

'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,' said Craig Woodburn.

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

About the Tax Practitioners Board:

The Tax Practitioners Board regulates tax practitioners in order to protect consumers. The TPB aims to assure the community that tax practitioners meet appropriate standards of professional and ethical conduct. Follow us on Twitter, LinkedIn and Facebook.