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ChangeGPS Engage
TaxPlan
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Start clients
right with Engage.
Get Engage 3 months free until 30 June with Coupon Code: ENGAGE3. Combine with any other plan to also get 50% off.
The soft skills are not so hard anymore—
for accountants and BAS agents.
Create rapport
Engagement letters, processes and systems that put your best foot forward with every new client.
Manage expectations
Over 40 service descriptions with detailed scopes set clear parameters and create a value chain to upsell over time.
Protect and save
Modern commercial terms and conditions, compliant ethical letters, and a payments portal with serious savings.
-
Engage Features
- 50 service descriptions
- Compliant with CA/IPA/CPA
- Automated ethical letters
- Value plan price methodology
- Use your XPM client data
- Print to PDF
- 4 payment options
- Unlimited entities
- Go Cardless direct debits
- Get paid upfront using QuickFee
- Send to digital signatures
"We've never been paid so quickly thanks to ChangeGPS". Grant Kai FongEnvision Business & Wealth Advisors
-
The soft skills are not so hard anymore—
for accountants and BAS agents.
Create rapport
Engagement letters, processes and systems that put your best foot forward with every new client.
Manage expectations
Over 40 service descriptions with detailed scopes set clear parameters and create a value chain to upsell over time.
Protect and save
Modern commercial terms and conditions, compliant ethical letters, and a payments portal with serious savings.
Support & Onboarding
Get customised support with in-house training and features on demand.
-
Engage Features
- 50 service descriptions
- Compliant with CA/IPA/CPA
- Automated ethical letters
- Value plan price methodology
- Use your XPM client data
- Print to PDF
- 4 payment options
- Unlimited entities
- Go Cardless direct debits
- Get paid upfront using QuickFee
- Send to digital signatures
"We've never been paid so quickly thanks to ChangeGPS". Grant Kai FongEnvision Business & Wealth Advisors
-
