More time. More money.
More accounting.
Just like that.

Over 500 documents to win and keep clients.

Startup—fast-track growth with the tools of bigger firms.
Standardise—align all your systems for scale and growth.
Template—best practice workpapers, pricing & marketing.
Monetise—get paid for technical advice with reports.
Save hours—efficient journals, statements, FBT & more.

Over 90 strategies & reports to monetise advisory.

Advise—with over 90 pre-written tax strategies.
Quantify—value of advice with unlimited tax scenarios.
Automate—create groups by importing XPM relationships.
Monetise—tax flow & cash flow reports to monetise advice.
Strategise—income-splitting, averaging and distribution reports.

Over 25 templates & tools for powerful year ends.

Benchmark—client’s key numbers against ATO data.
Summarise—easy group position reports for high impact.
Drill down—detail, compare & explain company performance.
Set plays—frame the year with annual meeting agendas.
Automate—with templates and Xero Tax auto-population.

Editable and ASIC ready for one-click customisation.

One touch—structure charts from XPM.
One size—fast auto populate for up to 50 entities.
Integrate—BGL CAS360 for live ASIC data.
Customise—editable, printable, commentable.
Whitelabel—to feature your brand.