Software
Current features
Intellectual property
- 200 + pre-written tax strategies
- 400 + business benchmarks
- 200 + business advisory strategies
Coming soon
Intellectual property
- 100 more business benchmarks
- 50 more business advisory strategies
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
AI - Coming March 25
- Pre-selected strategies
- Automated advice
Marketing
Current features
Sell to clients
- Marketing plan
- Marketing manual
Coming soon
Extra resources
- Marketing videos
Resources
Current features
Resource material
- Tax planning manual
- Interview checklists
- Practice profile forms
- Price guides
- Videos
- Service price list
Coming soon
Extra resources
- Training videos
Training
Current features
Courses
- 3-hour tax planning
- 3-hour business advisory (+benchmarking)
Coming soon
Courses
- More coming soon