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LITE FOR SMALLER FIRMS

Coming in February 2021

PRO FOR MEDIUM FIRMS

$400

Monthly | Up to 15 accounts

Select Package

All the benefits of Core, plus:
Service Plan CRM.
Structure advice report.
Directly edit and send.

CUSTOM APPS

'Structure Advice' app
'CGT Reduce' app
'Dividend Statements' app
'Trust Distributions' app
'FBT Report & Declare' app
'Letter Templates' app

TOOLS & SYSTEMS

HR tools
CRM (Service Plan & Potential)
Wills & Estates system
Client Deletion system
Cash Flow Advisory system
Pricing system
Business Rebound system
Debtor Management system
Business Valuation Report system
Jobkeeper system
New Client Setup system
Fee Quote Calculator

ENTERPRISE FOR LARGER FIRMS

$85 Per Person

Monthly | 15+ accounts

Select Package

All the benefits of Core, plus:
Service Plan CRM.
Structure advice report.
Directly edit and send.

CUSTOM APPS

'Structure Advice' app
'CGT Reduce' app
'Dividend Statements' app
'Trust Distributions' app
'FBT Report & Declare' app
'Letter Templates' app

TOOLS & SYSTEMS

HR tools
CRM (Service Plan & Potential)
Wills & Estates system
Client Deletion system
Cash Flow Advisory system
Pricing system
Business Rebound system
Debtor Management system
Business Valuation Report system
Jobkeeper system
New Client Setup system
Fee Quote Calculator

Support and Onboarding

Customised support
In-house training
Features on demand

LITE FOR SMALLER FIRMS

Coming in February 2021

PRO FOR MEDIUM FIRMS

$300

Monthly | Up to 15 accounts

Select Package

One-touch reporting in seconds
Group position reports in summary
Tax position reports
Payroll and business performance
Annual meeting agendas
ATO benchmarking data integrated
Group average tax calculations
Rank clients to spark conversation

ENTERPRISE FOR LARGER FIRMS

$300 + $25 pp.

Monthly | 15+ accounts

Select Package

One-touch reporting in seconds
Group position reports in summary
Tax position reports
Payroll and business performance
Annual meeting agendas
ATO benchmarking data integrated
Group average tax calculations
Rank clients to spark conversation

Support and Onboarding

Customised support
In-house training
Features on demand

LITE FOR SMALLER FIRMS

Coming in February 2021

PRO FOR MEDIUM FIRMS

$700 (includes CORE)

Monthly | Up to 15 accounts

Select Package

All the benefits of Core, plus:

90 pre-written tax strategies
Simple distribution planner
Tax flow reports
Unlimited scenarios
Automated savings reporting
Primary producer strategies
Advanced SMSF strategies

ENTERPRISE FOR LARGER FIRMS

POA Book a meeting

Monthly | 15+ accounts

Select Package

All the benefits of Core, plus:

90 pre-written tax strategies
Simple distribution planner
Tax flow reports
Unlimited scenarios
Automated savings reporting
Primary producer strategies
Advanced SMSF strategies

Support and Onboarding

Customised support
In-house training
Features on demand

PRO FOR MEDIUM FIRMS

$100

Monthly | Up to 15 accounts

Select Package

Auto Hierarchy from XPM or BGL relationships
Risk/Wealth watermarks
One click re-structures
Detailed group summary for banks or clients
Save and update
One size fits all

ENTERPRISE FOR LARGER FIRMS

$100 + $5 pp.

Monthly | 15+ accounts

Select Package

Auto Hierarchy from XPM or BGL relationships
Risk/Wealth watermarks
One click re-structures
Detailed group summary for banks or clients
Save and update
One size fits all

Support and Onboarding

Customised support
In-house training
Features on demand