Software
Key features
AI
- AI chatbot
- AI tax planning - selects strategies
- AI business advisory - selects strategies
Coming soon
Intellectual property
- 200+ pre-written tax strategies
- 400+ top-20% business benchmarks
- 350+ business advisory strategies
- 400+ business valuation industries
- 500+ occupation deduction fact sheets
Intellectual property
- 700+ occupation deduction fact sheets
Two customisable reports
- Tax planning
- Business advisory (+benchmarking)
Two customisable reports
- Export to Word
- Budgeting functionality
Financial data import
- Xero
- MYOB
- QuickBooks
Client and group import
- Xero
- MYOB
Marketing
Key features
Promotional tools
- Marketing plan
- Marketing manual
- Checklists
- Examples
Coming soon
Resources
Key features
Resource material
- Tax planning advisory system manual
- Top 20% business benchmarking system manual
- 5-minute benchmarking system manual
- Interview checklists
- Practice profile forms
- Price guides
- Videos
Coming soon
Training
Key features
Courses
- Partner courses - currently 11
- Premium onboarding & implementation program
- 5 hours through Zoom
Coming soon
Courses
- Partner courses - more coming
12-month implementation programme
- With annual premium subscription