| MONTHLY SUBSCRIPTION | ANNUAL SUBSCRIPTION | ANNUAL PREMIUM SUBSCRIPTION |
|---|---|---|
| Software | Software | Software |
|
First 30 days free on trial |
First 30 days free on trial (software only) | First 30 days free on trial (software only) |
| No credit card required on trial | No credit card required on trial | No credit card required on trial |
| Unlimited clients | Unlimited clients | Unlimited clients |
| Unlimited users | Unlimited users | Unlimited users |
| Unlimited reports | Unlimited reports | Unlimited reports |
| Tax planning software | Tax planning software | Tax planning software |
| Business advisory (+ benchmarking) software | Business advisory (+ benchmarking) software | Business advisory (+ benchmarking) software |
| Marketing | Marketing | Marketing |
| x | Reports available and presentation to clients. | Reports available and presentation to clients. |
| x | Defined processes to sell the benefits. | Defined processes to sell the benefits. |
| x | Templates and examples. | Templates and examples. |
| Resources | Resources | Resources |
| x | Forms, tools, checklists, references, fact sheets and pricing guides. | Forms, tools, checklists, references, fact sheets and pricing guides. |
| x | Strategy databases. | Strategy databases. |
| Training | Training | Training |
| x | x | Flexible 1-on-1 Zoom training sessions as required. |
| x | x | Training available to all practice staff. |
| x | x | Unlimited phone calls and emails. |
| x | Self-paced tax planning manual. | Self-paced tax planning manual. |
| x | Training videos | Training videos |
| Mentoring Programme | Mentoring Programme | Mentoring Programme |
| x | x | Targeting a minimum of $30,000 in tax planning and business advisory fees. |
| x | x | Flexible 1-on-1 coaching / Zoom sessions as required. |
| x | x | Work with real clients. |
| x | x | Produce tax planning reports. |
| x | x | Produce business advisory reports. |
| x | x | Learn how to market and integrate the services into your practice. |
| x | x | Unlimited phone calls and emails. |
| Payment options | Payment options | Payment options |
| x | x | Monthly instalments available. |
| $99 + GST / month | $1200 + GST / year | $4800 + GST / year |
Not quite what you are after?
Provide consultancy services and generate practice fees with our outsourcing option.