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XPM


Handisoft


APS


CAS360


FuseSign


GoCardless


Compliance - Resource Systems


BAS


Business Year End


Individuals Year End


FBT


SMSF Year End


Trust Distribution Resolution


Compliance - Automation Modules


Trust Distribution Resolutions

Dividend Statements

FBT Report and Declerations

Engagement Letters

Practice Tools - Resource Systems

Client Onboarding


Client Pricing and Repricing


Client Marketing Schedule


Practice Tools - Automation Modules


Letters Merge Module
Collate Module
Actions Module

Service Plan & Potential

Compliance Advice - Resource Systems


Tax Planning

Professional Firm Profits


Annual Progress Meeting

Compliance Advice - Report Automation Modules


Business Structure Report
CGT Reduce Report
Tax Planning Forecast Report
Section 100 Client Advice Report
Professional Firm Profits (PCG 2021/4) Client Advice Report
Div7A Company Loan Elimination Client Advice Report
Annual Tax Summary Report
Blueprint Structure Diagram Tool
Business Advisory - Resources Systems


Business Valuation & Scale


Budget & Quarterly Reports


Cashflow Advisory and Pricing


Economic Resilience and Pricing


Due Diligence Report & Checklists


Succession


Asset Protection Systems & Resources


Estate Planning Systems & Resources


Wealth Transfer and Asset Protection Plan


Succession Marketing System


Estate Planning and Personal Asset Protection Advice Reports


AI Practice Management with Evo


Collaborate (Document Management)


CoPilot AI


Secure AI query for Collaborate, ATO and Fairwork websites


Feeds


Mobile


Access Evo SSO


Always On' Support with Evo


Self Service Knowledge Base Library


Telephone & Customer Portal Support


Introductory eLearning Content


Successfull Implementation Plan


Dedicated Member Success Manager


Annual Strategy Review Session


Quarterly Review Session


Flexpoints (Redeemable on 1:1 coaching events)
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Include
Access Evo AI
Xero Integrations
Self-Paced Learning
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