Tax Planning and business advisory software
Create professional tax planning and business advisory reports for your clients with our comprehensive software.
Tax planning and business advisory software
- First 30 days free
- No credit card required
- Unlimited clients
- Unlimited users
- Unlimited reports
- Tax planning software
- Business advisory software
$99 / month
Software only
Revenue generating training courses
Generate tax planning and business advisory fees for your practice from day one, by enroling in the course that most suits your needs. Our courses are practical and hands on and work one-to-one with you and your existing clients to get results.
Gold
12 week course
- Targeting a minimum of $25,000 in tax planning & business advisory fees within the first 12 weeks.
- Unlimited phone calls and emails.
- Weekly one-on-one coaching/mentoring (1 hour Zoom sessions).
- Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
- Course certification - includes 50 hours of CPD.
- Requires a 12-week commitment.
- 12-week software subscription included.
$3,600 + GST
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Platinum
12 month course
- Targeting a minimum of $100,000 in tax planning & business advisory fees within the first 12 months.
- Unlimited phone calls and emails.
- Weekly one-on-one coaching/mentoring/training (1 hour Zoom sessions).
- Access core course content (videos, checklists, PDF summaries, marketing materials, marketing emails).
- Course certification - includes 200 hours of CPD.
- Requires a 12-month commitment of a minimum of 4 hours per week.
- 12-month software subscription included.