Subscription pricing

Subscriptions

MONTHLY
$200 + GST / month 		ANNUAL
$1,200 + GST / year 		ANNUAL PREMIUM
$4,800 + GST / year
Software
  • Tax planning: Access 250+ ATO-compliant tax strategies, AI-powered recommendations, scenario modelling, and client-ready tax savings reports.

  • Business benchmarking: Benchmark clients against Top 20% performers in 400+ industries. Instantly identify improvement areas across key KPIs like COGS, subcontractors, wages, rent, overheads and profit margins.

  • Business Advisory: Choose from 350+ advisory strategies across profit, cash flow, structure, estate planning, succession planning, wealth, and asset protection. Generate visual advisory reports with step-by-step implementation plans.

  • AI powered tools: Includes a strategy engine and chatbot trained on 600+ tax and advisory strategies for fast insights and client advice support.

  • Client Integration: Import client data directly from Xero, MYOB and QuickBooks. Manage unlimited clients, users, and reports.

  • Reporting: Custom-branded reports for tax planning, benchmarking, and business improvement - clear, visual, and client-focused.
Marketing & resources
  • Marketing & resources: Includes brochures, pricing guides, sales scripts, manuals and videos to help you sell and deliver advisory services with confidence.
Training
x Premium onboarding & implementation program: 5 hours through Zoom.


 		DETAILED: 12 months of unlimited software training through Zoom (maximise software usability and understand the features). Become an expert user.
x Detailed manuals & supporting videos. Detailed manuals & supporting videos.
Results programme
x x We can work with you on your actual clients to generate fees.

We will work with you to target a minimum of $30,000 - $100,000 in tax planning and business advisory fees for your practice to start the process.
x x Unlimited phone calls and emails. Receive fast support as you need it.
Payment options
x x Monthly instalments available.
$200 + GST / month $1200 + GST / year $4800 + GST / year

FAQ

  • First 30 days free on trial
  • No credit card required on trial
  • Unlimited clients
  • Unlimited users
  • Unlimited reports
  • Premium onboarding & implementation program: 5 hours through Zoom
  • Detailed manuals & supporting videos

 

If you are looking for us to work with you 1-on-1 to potentially generate $100,000 with real clients in your first 12 months, our Annual Premium Plan is the right choice for you.

With our Annual Premium plan you get:

  • Unlimited coaching/Zoom sessions for all practice staff on software, report structuring and review, sales, marketing and pricing.
  • Learn how to refine and work with our tax planning reports (receive detailed assistance).
  • Learn how to refine and work with our business advisory reports (receive detailed assistance).
Book a live demo
30 day free trial