Start
Making
Change
Unsure which product you need?
Our Product Finder can help you narrow down the options.
Takes 3 mins
Launch
Progress
Drive annual client meetings that are profitable, proactive—and impressive to clients.
BUNDLE
BEST VALUE
Starter
Access the efficiencies and ROI of our entire product suite—wrapped around 5 high-value clients
Top Clients:
2
1 Year From:
$ 510 /month
Automate reports to amplify client impact and billings
Turnkey solution to start fast & train teams
Tools & templates to standardise & de-risk
PROGRESS
BEST VALUE
Lite
Create meaningful client conversations during annual meetings with clear agendas, reports and insights
Users:
10
1 Year From:
$390 / month
Elegant reports for improved client experience
Proactive strategies for use in annual meetings
Drive report-focused conversations to preserve goodwill
|
BUNDLE
CORE
1 year from : $ 920 Users: 
10
|
BUNDLE
TAXPLAN
1 year from : $ 655 Users:
10
|
BUNDLE
TAXPLAN ADV
1 year from : $ 920 Users:
10
|
BUNDLE
PROGRESS
1 year from : $ 385 Users:
10
|
BUNDLE
ENGAGE
1 year from : $ 135 Users:
3
|
BUNDLE
PROTECT
1 year from : $ 575 Users:
10
|
||
| Integration | |||||||
|---|---|---|---|---|---|---|---|
|
XPM
Import client details (and structures where applicable) from
Xero Practice Manager into ChangeGPS
|
|
|
|
|
|
|
|
|
Handisoft
Import client details (and structures where applicable) from
Handisoft into ChangeGPS
|
|
|
|
|
|
|
|
|
APS
Import client details from Access APS into ChangeGPS
|
|
|
|
|
|
|
|
|
CAS360
Import client details (and structures where applicable) from
BGL CAS360 into ChangeGPS
|
|
|
|
|
|
|
|
|
FuseSign
Get documents signed with a FuseSign integration with
ChangeGPS
|
|
|
|
|
|
|
|
|
GoCardless
Collect payments automatically with a GoCardless integration
with ChangeGPS
|
|
|
|
|
|
|
|
| Compliance - Resource Systems | |||||||
|
BAS
Business Activity Statement workpapers, summary reports, client
cashbooks, Xero payroll year-end checklists and Value-Plan-Price
(VPP) client emails
|
|
|
|
|
|
|
|
|
Business Year End
Business Year-End Tax Return System includes workpapers,
Value-Plan-Price (VPP) emails, client education resources,
checklists, letters
|
|
|
|
|
|
|
|
|
Individuals Year End
Individual Year-End Tax Return System includes workpapers,
Value-Plan-Price (VPP) emails, client education resources,
checklists, letters
|
|
|
|
|
|
|
|
|
FBT
Fringe Benefits Tax System includes fact sheets,
Value-Plan-Price (VPP) emails, templates, questionnaire, and
workpapers
|
|
|
|
|
|
|
|
|
SMSF Year End
Self Managed Super Fund VPP email, questionnaire, and
workpapers
|
|
|
|
|
|
|
|
|
Trust Distribution Resolution
Trust Distributuion plan, VPP email, checklist, worksheet, and
disclaimer
|
|
|
|
|
|
|
|
| Compliance - Automation Modules | |||||||
|
Trust Distribution Resolutions
Automated Trust Distribution Resolutions. Includes system with
Value-Plan-Price (VPP) client email, checklist and worksheets.
Includes additional automations for 'VPP Trust Deed Update
Email' and 'Beneficiary Instruction Documents'
|
25 | Unlimited | |||||
|
Dividend Statements
Automated Dividend Statement Resolutions
|
25 | Unlimited | |
|
|
|
|
|
FBT Report and Declerations
Automated Fringe Beneftis Tax Report and Declerations. Includes
System with Value-Plan-Price (VPP) client email, workpapers,
fact sheets and schedules.
|
5 | Unlimited | |
|
|
|
|
|
Engagement Letters
TASA-compliant, editable letter templates to engage your
clients
|
50 | |
|
|
|
Unlimited | |
| Practice Tools - Resource Systems | |||||||
|
Client Onboarding
Streamline and de-risk your client onboarding with a
comprehensive system, evaluation form and Value-Plan-Price (VPP)
emails for onboarding new clients.
|
|
|
|
|
|
|
|
|
Client Pricing and Repricing
Plan, calculators, and VPP emails for repricing clients.
|
|
|
|
|
|
||
|
Client Marketing Schedule
Downloadable twelve-month marketing and team training
calendar.
|
|
|
|
|
|
|
|
| Practice Tools - Automation Modules | |||||||
|
Letters Merge Module
Over 150 templated, customisable letters to communicate with
clients - or create your own.
|
Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
|
Collate Module
Add extra PDFs,documents, remove unnessary pages, and reorder
reports produced in ChangeGPS
|
Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
|
Actions Module
Create and share meeting agendas and create action plans.
Record on all client meeting-related issues to remain TASA
compliant.
|
Unlimited | Unlimited | |
|
|
|
|
|
Service Plan & Potential
Matrix where you can highlight and track the offered and
potential services provided to a client
|
Unlimited | Unlimited | |
|
|
|
|
| Compliance Advice - Resource Systems | |||||||
|
Tax Planning
Tax Planning marketing system, VPP emails, checklists reports,
action items, pre-written strategies and advice items
|
|
|
|
|
|
|
|
|
Professional Firm Profits
A plan, marketing system, team training, pricing guidelines,
and VPP emails for Professional Firm Profits advice
|
|
|
|
|
|
|
|
|
Annual Progress Meeting
A plan, tempalte agenda, list of strategies and reminders and
VPP emails for the Annual Progress Meeting
|
|
|
|
|
|
|
|
| Compliance Advice - Report Automation Modules | |||||||
|
Business Structure Report
Automated report for Business Structure Advice produced in the
system
|
5 | Unlimited | |
|
|
|
|
|
CGT Reduce Report
Automated Capital Gains Tax Reduce Report produced in the
system
|
5 | Unlimited | |
|
|
|
|
|
Tax Planning Forecast Report
Automated Tax Planning Forecast Report produced in the
system
|
5 | |
Unlimited | Unlimited | |
|
|
|
Section 100 Client Advice Report
Automated Section 100A Client Advice Report, including the
colour-coded level of risk, produced in the system
|
0 | |
|
Unlimited | |
|
|
|
Professional Firm Profits (PCG 2021/4) Client Adivce Report
Automated Professional Firm Profits Client Advice Report,
including the colour-coded level of risk, produced in the
system
|
0 | |
|
Unlimited | |
|
|
|
Div7A Company Loan Elimination Client Advice Report
Automated Division 7A Loan Elimination Client Advice Report
produced in the system
|
0 | |
|
Unlimited | |
|
|
|
Annual Tax Summary Report
Automated Annual Tax Summary Report produce in the system
|
5 | |
|
|
Unlimited | |
|
|
Blueprint Sturcture Diagram Tool
Import or build a structure diagram in Blueprint
|
5 | |
|
|
|
|
|
| Business Advisory - Resource Systems | |||||||
|
Business Valuation & Sale
A checklist and workpaper for business valuation
|
 |
|
|
|
|
|
|
|
Budget & Quarterly Reports
Business On Track Plan and 12 month cashflow forecast for
budget and qurterly reports
|
|
|
|
|
|
|
|
|
Cashflow Advisory and Pricing
A plan, VPP emails, planners and start up profile and tax
forecast sheet for Cashflow Avisory and Pricing
|
|
|
|
|
|
|
|
|
Economic Resilience Plan
A plan, VPP emails and meeting agendas for Economic Resilience
Planning
|
|
|
|
|
|
|
|
|
Due Diligence Report & Checklists
Review resources guide, checklists, request for information,
and reports for Due Diligence
|
|
|
|
|
|
|
|
| Succession | |||||||
|
Asset Protection Systems & Resources
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for asset protection
|
|
|
|
|
|
|
|
|
Estate Planning Systems & Resources
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for estate planning
|
|
|
|
|
|
|
|
|
Wealth Transfer and Asset Protection Plan
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for wealth protection
|
|
|
|
|
|
|
|
|
Succession Marketing System
A plan and VPP emails for succession planning
|
|
|
|
|
|
|
|
|
Estate Planning and Personal Asset Protection Advice Reports
Automated, customised reports for estate planning and asset
protection advice
|
|
|
|
|
|
|
10 |
| AI Practice Management with Evo | |||||||
|
Collaborate (Document Management)
Indexes, version-controls, and integrates your documents with
Copilot
|
|
|
|
|
|
|
|
|
CoPilot AI
Chat interface that allows you to quickly get answers from your
ChangeGPS data, ATO or Fair Work policies
|
|
|
|
|
|
|
|
|
Secure AI query for Collaborate, ATO and Fairwork websites
All information is contained within The Access Group's secure
AI environment, meaning it's secure
|
|
|
|
|
|
|
|
|
Feeds
A personalised feed of tasks and events that automatically
manages your priorities
|
|
|
|
|
|
|
|
|
Mobile
Mobile access to key data and insights on the go
|
|
|
|
|
|
|
|
|
Access Evo SSO
Single sign-on allowing you to log in to all Access software
with a single ID
|
|
|
|
|
|
|
|
| Always On' Support with Evo | |||||||
|
Self Service Knoweldge Base Library
A library of ChangeGPS best practices and questions
answered
|
|
|
|
|
|
|
|
|
Telephone & Customer Portal Support
Give us a call or track and submit support cases in the portal
when you need assistance
|
|
|
|
|
|
|
|
|
Introductory eLearning Content
43 Self-paced, on-demand training courses for your team
including a CPD Tracker
|
|
|
|
|
|
|
|
| Successful Implementation Plan | |||||||
|
Dedicated Member Success Manager
Your ChangeGPS consultant
|
|
|
|
|
|
|
|
|
Annual Strategy Review Session
A tailored approach for your implementation and progress in
ChangeGPS
|
|
|
|
|
|
|
|
|
Quarterly Review Sessions
Quarterly checkins to ensure you're getting the most from
ChangeGPS
|
|
|
|
|
|
|
|
|
Flexpoints (Redeemable on 1:1 coaching and events)
Access FlexPoints issued with your purchase or renewal and can
be used for coaching or more
|
150 points per year, per Member | 150 points per year, per Member | 150 points per year, per Member | 150 points per year, per Member | 150 points per year, per Member | 150 points per year, per Member | 150 points per year, per Member |
All Plans
Include
Access Evo AI
Xero Integrations
Self-Paced Learning
Use our Product Finder or speak to an expert.