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Integration

XPM

Handisoft

APS

CAS360

FuseSign

GoCardless

Compliance - Resource Systems

BAS

Business Year End

Individuals Year End

FBT

SMSF Year End

Trust Distribution Resolution

Compliance - Automation Modules

Trust Distribution Resolutions

25

Dividend Statements

25

FBT Report and Declerations

5

Engagement Letters

50

Practice Tools - Resource Systems

Client Onboarding

Client Pricing and Repricing

Client Marketing Schedule

Practice Tools - Automation Modules

Letters Merge Module

Unlimited
Unlimited

Collate Module

Unlimited
Unlimited

Actions Module

Unlimited

Service Plan & Potential

Unlimited

Compliance Advice - Resource Systems

Tax Planning

Professional Firm Profits

Annual Progress Meeting

Compliance Advice - Report Automation Modules

Business Structure Report

Unlimited
5

CGT Reduce Report

Unlimited
5

Tax Planning Forecast Report

5

Section 100 Client Advice Report

0

Professional Firm Profits (PCG 2021/4) Client Advice Report

0

Div7A Company Loan Elimination Client Advice Report

0

Annual Tax Summary Report

5

Blueprint Structure Diagram Tool

Unlimited
5

Business Advisory - Resources Systems

Business Valuation & Scale

Budget & Quarterly Reports

Cashflow Advisory and Pricing

Economic Resilience and Pricing

Due Diligence Report & Checklists

Succession

Asset Protection Systems & Resources

Estate Planning Systems & Resources

Wealth Transfer and Asset Protection Plan

Succession Marketing System

Estate Planning and Personal Asset Protection Advice Reports

AI Practice Management with Evo

Collaborate (Document Management)

CoPilot AI

Secure AI query for Collaborate, ATO and Fairwork websites

Feeds

Mobile

Access Evo SSO

Always On' Support with Evo

Self Service Knowledge Base Library

Telephone & Customer Portal Support

Introductory eLearning Content

Successfull Implementation Plan

Dedicated Member Success Manager

Annual Strategy Review Session

Quarterly Review Session

Flexpoints (Redeemable on 1:1 coaching events)

150 points per year, per Member

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