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.
Brett Hansen — Hansens
POPULARNow including $390 of new apps:
- All the structure charts of Blueprint
- New Actions app with 27 meeting types
- Automated agendas for client email
- Action plans generated from agendas
Over 40 service letters with terms & payments automated.
Offer—over 40 service descriptions clear and on tap.
Scope—expectations managed for every contract.
Comply—automate ethical letters to meet APES110.
Protect—every modern commercial aspect in T’s and C’s.
Save—accept payments at special low rates.
Adriano Di Lazzaro — Blackstone Business Services
- Integrate BAS services. Protect & save.
- Create rapport. Manage scope.
with Tax Plan
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.
Eng Sivieng — TMS Financial
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.
*Progress is formally known as Annual Tax Summary.
Jason Brown — Integra Business Solutions