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Launch
Protect
Standardise and scale asset protection and estate planning services—quickly and profitably.
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
PROTECT
BEST VALUE
Pro
Protecting the intergenerational wealth of clients is an essential service for the trusted advisor.
Users:
10
1 Year From:
$915 / month
Pre-written strategy bank for customised client advisory
Automated reports help secure generations of wealth
XPM imports for efficient use in on-demand record
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BUNDLE
CORE
1 year from : $ 920 Users: 
10
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BUNDLE
TAXPLAN
1 year from : $ 655 Users:
10
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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
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| Integration | |||||||
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XPM
Import client details (and structures where applicable) from
Xero Practice Manager into ChangeGPS
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Handisoft
Import client details (and structures where applicable) from
Handisoft into ChangeGPS
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APS
Import client details from Access APS into ChangeGPS
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CAS360
Import client details (and structures where applicable) from
BGL CAS360 into ChangeGPS
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FuseSign
Get documents signed with a FuseSign integration with
ChangeGPS
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GoCardless
Collect payments automatically with a GoCardless integration
with ChangeGPS
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| Compliance - Resource Systems | |||||||
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BAS
Business Activity Statement workpapers, summary reports, client
cashbooks, Xero payroll year-end checklists and Value-Plan-Price
(VPP) client emails
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Business Year End
Business Year-End Tax Return System includes workpapers,
Value-Plan-Price (VPP) emails, client education resources,
checklists, letters
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Individuals Year End
Individual Year-End Tax Return System includes workpapers,
Value-Plan-Price (VPP) emails, client education resources,
checklists, letters
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FBT
Fringe Benefits Tax System includes fact sheets,
Value-Plan-Price (VPP) emails, templates, questionnaire, and
workpapers
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SMSF Year End
Self Managed Super Fund VPP email, questionnaire, and
workpapers
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Trust Distribution Resolution
Trust Distributuion plan, VPP email, checklist, worksheet, and
disclaimer
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| Compliance - Automation Modules | |||||||
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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'
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25 | Unlimited | |||||
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Dividend Statements
Automated Dividend Statement Resolutions
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25 | Unlimited | |
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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.
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5 | Unlimited | |
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Engagement Letters
TASA-compliant, editable letter templates to engage your
clients
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50 | |
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Unlimited | |
| Practice Tools - Resource Systems | |||||||
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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.
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Client Pricing and Repricing
Plan, calculators, and VPP emails for repricing clients.
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Client Marketing Schedule
Downloadable twelve-month marketing and team training
calendar.
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| Practice Tools - Automation Modules | |||||||
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Letters Merge Module
Over 150 templated, customisable letters to communicate with
clients - or create your own.
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Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
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Collate Module
Add extra PDFs,documents, remove unnessary pages, and reorder
reports produced in ChangeGPS
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Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
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Actions Module
Create and share meeting agendas and create action plans.
Record on all client meeting-related issues to remain TASA
compliant.
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Unlimited | Unlimited | |
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Service Plan & Potential
Matrix where you can highlight and track the offered and
potential services provided to a client
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Unlimited | Unlimited | |
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| Compliance Advice - Resource Systems | |||||||
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Tax Planning
Tax Planning marketing system, VPP emails, checklists reports,
action items, pre-written strategies and advice items
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Professional Firm Profits
A plan, marketing system, team training, pricing guidelines,
and VPP emails for Professional Firm Profits advice
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Annual Progress Meeting
A plan, tempalte agenda, list of strategies and reminders and
VPP emails for the Annual Progress Meeting
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| Compliance Advice - Report Automation Modules | |||||||
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Business Structure Report
Automated report for Business Structure Advice produced in the
system
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5 | Unlimited | |
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CGT Reduce Report
Automated Capital Gains Tax Reduce Report produced in the
system
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5 | Unlimited | |
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Tax Planning Forecast Report
Automated Tax Planning Forecast Report produced in the
system
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5 | |
Unlimited | Unlimited | |
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Section 100 Client Advice Report
Automated Section 100A Client Advice Report, including the
colour-coded level of risk, produced in the system
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0 | |
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Unlimited | |
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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
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0 | |
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Unlimited | |
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Div7A Company Loan Elimination Client Advice Report
Automated Division 7A Loan Elimination Client Advice Report
produced in the system
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0 | |
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Unlimited | |
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Annual Tax Summary Report
Automated Annual Tax Summary Report produce in the system
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5 | |
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Unlimited | |
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Blueprint Sturcture Diagram Tool
Import or build a structure diagram in Blueprint
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5 | |
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| Business Advisory - Resource Systems | |||||||
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Business Valuation & Sale
A checklist and workpaper for business valuation
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Budget & Quarterly Reports
Business On Track Plan and 12 month cashflow forecast for
budget and qurterly reports
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Cashflow Advisory and Pricing
A plan, VPP emails, planners and start up profile and tax
forecast sheet for Cashflow Avisory and Pricing
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Economic Resilience Plan
A plan, VPP emails and meeting agendas for Economic Resilience
Planning
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Due Diligence Report & Checklists
Review resources guide, checklists, request for information,
and reports for Due Diligence
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| Succession | |||||||
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Asset Protection Systems & Resources
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for asset protection
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Estate Planning Systems & Resources
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for estate planning
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Wealth Transfer and Asset Protection Plan
A plan, workpaper, VPP emails, capture forms, and pre-written
strategies for wealth protection
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Succession Marketing System
A plan and VPP emails for succession planning
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Estate Planning and Personal Asset Protection Advice Reports
Automated, customised reports for estate planning and asset
protection advice
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10 |
| AI Practice Management with Evo | |||||||
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Collaborate (Document Management)
Indexes, version-controls, and integrates your documents with
Copilot
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CoPilot AI
Chat interface that allows you to quickly get answers from your
ChangeGPS data, ATO or Fair Work policies
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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
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Feeds
A personalised feed of tasks and events that automatically
manages your priorities
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Mobile
Mobile access to key data and insights on the go
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Access Evo SSO
Single sign-on allowing you to log in to all Access software
with a single ID
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| Always On' Support with Evo | |||||||
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Self Service Knoweldge Base Library
A library of ChangeGPS best practices and questions
answered
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Telephone & Customer Portal Support
Give us a call or track and submit support cases in the portal
when you need assistance
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Introductory eLearning Content
43 Self-paced, on-demand training courses for your team
including a CPD Tracker
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| Successful Implementation Plan | |||||||
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Dedicated Member Success Manager
Your ChangeGPS consultant
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Annual Strategy Review Session
A tailored approach for your implementation and progress in
ChangeGPS
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Quarterly Review Sessions
Quarterly checkins to ensure you're getting the most from
ChangeGPS
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Flexpoints (Redeemable on 1:1 coaching and events)
Access FlexPoints issued with your purchase or renewal and can
be used for coaching or more
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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.