Software
Key features
AI
- AI tax planning - selects strategies
Coming soon
AI - coming April 25
- AI chatbot
- AI business advisory
Intellectual property
- 200+ pre-written tax strategies
- 400+ business benchmarks
- 350+ business advisory strategies
Intellectual property
- 100 more business benchmarks (increasing the database to 500+).
Two customisable reports
- Tax planning
- Business advisory (+benchmarking)
New report
- Stand-alone business benchmarking report
Financial data import
- Xero
Financial data import
- MYOB
- Quickbooks
Client and group import
- Xero
Client and group import
- MYOB
- Quickbooks
Marketing
Key features
Promotional tools
- Marketing plan
- Marketing manual
- Checklists
- Examples
Coming soon
Visual
- Marketing videos
Resources
Key features
Resource material
- Instructional training videos from partners
- Tax planning manual
- Interview checklists
- Practice profile forms
- Price guides
- Videos
- Service price list
Coming soon
Resource material
- Instructional training videos from partners - more coming
Training
Key features
Courses
- 3-hour tax planning
- 3-hour business advisory (+benchmarking)
- Partner courses - currently 5
Coming soon
Courses
- Partner courses - more coming
12-month mentoring programme
- With annual premium subscription
Other
Key features
Coming soon
Outsourcing option
- We do the work, you retain control