That was one of the biggest things [is]: what got us here wasn’t going to get us to the next stage. And for me, I needed to lead myself. I needed to get healthy. I needed to not joke around, saying things that actually became true. I needed to lead myself so that others would then want to follow.

– Nick Sinclair, Founder and Chairman at TOAGlobal

It’s around the first entry product, which is ensuring that passwords and apps are kept safe and secure. So a team member would log into a Practice Protect portal, and their password is encrypted in the background, and they are then granted into their workspace for the day, which is role-based access and skill-based access.

From a firm’s perspective, you’re actually providing the security, but you’re also providing compliance, and you have control, which is so important in this space.

– Jenny Caune, Head of Community and Partnerships at Practice Protect

In the second of three instalments, Heather Smith explores highlights from TOACon 2025. Recorded at the luxurious Shangri-La Boracay, this episode dives into practical tools and strategies reshaping the accounting landscape.

Main Topics:

🌟 Customer Experience Strategy: Jason S Bradshaw on reducing client friction and defining your service promise.

🔐 Cybersecurity Deep Dive: Jenny Caune of Practice Protect on multi-layered security and sleep-at-night tech.

📊 Cloud App Report: Real usage data across 13 categories: what apps firms are actually using in 2025.

🔄 AccountKit Expansion: Matt Taylor from AccountKit on new features including reconciliations, integrations, and centralised workflows.

📈 Building a Business That Runs Without You: TOA Global founder Nick Sinclair on separating identity from business.

🧭 Truth in Leadership: Dom Thurbon on the fine line between experience and baggage, staying curious is key.

🏝️ Conference Culture & Community: Live insights from attendees on the power of connections, resilience, and hospitality.

Key Takeaways:

• Tech doesn’t build trust, clear communication does.
• Cybersecurity isn’t optional; it’s foundational.
• Real-time app data beats outdated reviews: use the Cloud App Report.
• Centralised platforms like AccountKit are simplifying workflows.
• Leadership breakthroughs come from clarity, not complexity.

I attended the TOACon 2025 conference as hosted media. If you want to find out more about TOAGlobal, please visit their website: toaglobal.com

No transcript available for this episode.