Subscriptions
|
MONTHLY $200 + GST / month |
ANNUAL $1,200 + GST / year |
ANNUAL PREMIUM $4,800 + GST / year |
|---|---|---|
| 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 |
| Trial AI functionality | Unlimited AI functionality | Unlimited AI functionality |
| 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 |
OVERVIEW: 3 hours of software training through Zoom (maximise software usability and understand the features). |
DETAILED: 12 months of unlimited software training through Zoom (maximise software usability and understand the features). Become an expert user. |
| x | x | Training available to all practice staff. |
| x | Self-paced tax planning manual. | Self-paced tax planning manual. |
| x | Training videos | Training videos |
| Results Programme | Results Programme | Results Programme (12 months coverage) |
| 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. Once introduced the services will be positioned in your practice to gain ongoing momentum and fees. |
| x | x | Unlimited coaching/Zoom sessions for all practice staff on software, report structuring and review, sales, marketing and pricing. |
| x | x | Learn how to refine and work with our tax planning reports (receive detailed assistance). |
| x | x | Learn how to refine and work with our business advisory reports (receive detailed assistance). |
| x | x | Learn how to market and integrate services for tax planning, business advisory and business benchmarking into your practice. You want these services to be standard services that are permanent and a part of normal work flows. |
| x | x | Unlimited phone calls and emails. Receive fast support as you need it. |
| Payment options | Payment options | Payment options |
| x | x | Monthly instalments available. |
| $200 + 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.