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+ business benchmarks
- 350+ business advisory strategies
- 25+ finance strategies
Intellectual property
- 100+ property strategies
- 100+ finance strategies
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
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 - 50+
- Service price list
Coming soon
Resource material
- Instructional training videos from partners - more coming
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 mentoring programme
- With annual premium subscription