A year in review

Lisa Galbraith, General Manager

As we hurtle towards the end of the year with fewer and fewer days left to complete the ever growing to do list, I always like to take a moment and reflect on the year.  What have we accomplished, what worked well and what are we looking forward to in 2012?

For Cleardocs, the year has certainly passed in a flash and our plans for 2012 are exciting.

New products

During the year we expanded our employment and HR offering with the release of the independent contract actor agreement and standard employment contract – both which complement the HR Policies and Procedures manual launched in 2010.  In 2012, we plan to expand this offering further.

More recently we released a change of trustee for the Discretionary Trust and will very soon have a change of trustee for the Unit Trust.  We felt that both of these products are useful for our long term customers who have Cleardocs trust deeds.

In 2011, we also released, for our professional customers, some simple checklists (ABN and TFN application) and pre completed bank application forms (for Macquarie Bank). Both products are designed to streamline work activities.  If there are any standard forms you would like us to include with your Cleardocs packages, please let us know.    

You can also now register your trademark application through Cleardocs.

Sale

In July, Cleardocs moved from a privately held company to Thomson Reuters.  The whole team is now happily resident inside Thomson Reuters and looking at additional services we can offer both the Cleardocs and Thomson Reuters customers.  Regular readers of our monthly newsletter ClearLaw may have noticed the additional articles written by Thomson Reuters’ journalists.   The Cleardocs team worked hard to ensure that the changes for us did not impact service delivery to you.  So I hope the change has been seamless for you.

Christmas break

Over the Christmas break, the Cleardocs helpline will be open. So please call if you have any questions as you process the documents for  those last companies, SMSF and trusts for 2011.

Have a restful break and we look forward to welcoming you back in 2012.