Propeller Advisory

About

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Propeller Advisory is a boutique accounting firm serving clients across Australia, with offices in the Gold Coast, Sydney and Melbourne. The firm was founded by chartered accountant Katie Bryan in 2016.

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Katie didn’t always plan to start her own accounting firm, but after working across a wide range of practices, she saw a gap.

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“Cloud-based accounting had arrived, but most firms were still using paper,” Katie said.

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Her vision was to build a firm that embraced best tools available, not just the ones accountants had always used. Since launching, Propeller Advisory has grown to a team of 13 across two countries, and continues to break the mold with a strong focus on digital-first operations and customer-centric values.

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Opportunity

As Propeller Advisory expanded and embraced remote work, their phone system just couldn’t keep up with how they work.

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“We’ve used so many phone systems over the years and kept running into the same issues,” Katie shared.

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The key challenges included:

• Missed details: No reliable way to track or record client calls, which meant important information could easily be lost.
• Blurry boundaries: Staff were using personal phone numbers for work calls, making it hard to disconnect.
• Wasted time: The team was spending hours chasing down contact details across emails and notes.

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Solution

When Propeller switched to VXT, they found a phone system built for how modern accounting firms operate.

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With VXT’s deep integration with Karbon, Propeller Advisory’s practice management system, the team unlocked several key improvements:

• Every call can be saved and logged against the right work item and contact in Karbon with automatic call recording and transcription.
• Staff can keep business and personal communication separate with dedicated work numbers in the VXT app (on their mobile phone).
• All client contact details from Karbon appear in the VXT app with instant contact syncing.

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Impact

VXT quickly became a key part of Propeller Advisory’s operations. Their team finally had the tools they needed to work better.

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And unlike other providers that rely on bots or ticket systems, onboarding with VXT was personal and straightforward.

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“We love working with VXT because we’re working with real people. Onboarding was done face-to-face with real people, through meetings, not automated messages or bots like other service providers.”

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VXT didn’t just fit into Propeller’s workflow, it improved it:

• The firm saves time as all Karbon contacts appear instantly in the VXT app.
  “We’re no longer wasting time digging through emails or notes for numbers.”

• The risk of client disputes is reduced as every call is automatically transcribed and logged into Karbon.
• With call notes saved against the job and contact, everything is kept in one place and can easily be brought up if disputes arise.
• The team has better work-life balance as accountants only use work numbers for work calls.
  “The team can log off after hours, and clients still get the personal touch they expect.”