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Our firm offers mainly:
Accounting Services
BAS Agent Services
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WE DO THE TIME-CONSUMING STUFF.
You do what matters.
Our packages take the legwork out of accounting-so you
can shine in the real work and radically improve your margins.
CORE
PROGRESS
TAX PLAN
ENGAGE
PROTECT
LITE
FOR SMALLER FIRMS
$335
+ GST
Monthly | 12-month contract | Up to
3
users
Select Package
Leap years ahead.
Monetise your advice.
Best practice everything.
Marketing
12 Month Marketing Plan
Engagement
Engagement letters
40+ service descriptions
Pricing recommendations
Production/Delivery
New client set up system
Annual accounts system
Annual tax return system
Company tax return checklist
Company accounts checklist
Individual tax return checklist
BAS workpapers
FBT template
Trust distribution templates
Dividend statement templates
Completion
PDF editor for mail merge
PDF doc packs
PRO
FOR MEDIUM FIRMS
$795
+ GST
Monthly | 12-month contract |
4 - 15
users
Select Package
All the benefits of Core LITE, 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
New Client Setup system
Fee Quote Calculator
ENTERPRISE
FOR LARGER FIRMS
$79.50
+ GST
Per person
Monthly | 12-month contract |
16+
users
Select Package
All the benefits of Core LITE, 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
New Client Setup system
Fee Quote Calculator
Support and Onboarding
Customised support
In-house training
Features on demand
LITE
FOR SMALLER FIRMS
$335
+ GST
Monthly | 12-month contract | Up to
15
users
Select Package
Fast-track preparation.
Set the year's plays.
Reveal the true value.
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
$33.50
+ GST
Per person
Monthly | 12-month contract |
16+
users
Select Package
Fast-track preparation.
Set the year's plays.
Reveal the true value.
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
PRO
FOR MEDIUM FIRMS
$565
+ GST
Monthly | 12-month contract | Up to
10
users
Select Package
Everything you need to get started, plus:
Advanced client reports.
Tax flow reports.
Show strategy savings.
90 pre-written tax strategy descriptions in client friendly language
Show strategy savings
Tax Calculation Workpaper
Compare your scenarios and show your clients the dollars saved in your recommended strategy
17 x information-only pieces of value
Standardised tax planning template
Unlimited distribution scenarios
Unlimited Scenarios
Primary producer strategies
Integration with XPM and Xero Tax
Annual budget and stimulus updates
Client advice sign off form
REPORTS
TaxPlan workbook calculation report in Excel
Advanced TaxPlan client report
Tax flow report - Automated 18 month PAYG projections
Scenario comparison report
MARKETING
Tax planning marketing system
SUPPORT
One annual training session for your practice
ADVANCED
FOR LARGER FIRMS
$795
+ GST
Monthly | 12-month contract | Up to
10
users
Select Package
All of the features of TaxPlan Pro, plus:
REPORTS
Professional Firm Profit Advice
Trust Distribution Options Advice
Div7A Advice (Coming Soon)
MARKETING
Professional Firm Profit Marketing System
Trust Distribution Advice Marketing System
SUPPORT
One annual training session for your practice
ENTERPRISE PRO
FOR LARGER FIRMS
$56.50
+ GST
Per person
Monthly | 12-month contract |
16+
users
Select Package
Everything in PRO, plus:
SUPPORT
Customised onboarding
Custom Training videos
Learning and development strategy for team training
ENTERPRISE ADVANCED
LARGER FIRMS
$79.50
+ GST
Per person
Monthly | 12-month contract |
16+
users
Select Package
Everything in ADVANCED, plus:
SUPPORT
Customised onboarding
Custom Training videos
Learning and development strategy for team training
LITE
FOR ANY SIZE FIRM
$115
+ GST
Monthly | 12-month contract | Up to
3
users
Select Package
Protect and save.
Get fees funded.
Integrate BAS services.
50+ service descriptions
Based on CA/IPA/CPA
Automated ethical letters
Value plan price methodology
Upfront/Monthly/Hourly rates
Unlimited entities
Go Cardless direct debits
Email as PDF or Digital Signatures
ENTERPRISE
FOR ANY SIZE FIRM
$38.30
+ GST
Per person
Monthly | 12-month contract |
4+
users
Select Package
Protect and save.
Create rapport.
Manage scope.
50+ service descriptions
Based on CA/IPA/CPA
Automated ethical letters
Value plan price methodology
Upfront/Monthly/Hourly rates
Unlimited entities
Go Cardless direct debits
Email as PDF or Digital Signatures
PRO
FOR SMALLER FIRMS
$500
+ GST
Monthly | 12-month contract | Up to
10
users
Select Package
Includes up to 25 + 1 Client Advice Reports
Personalised Client Advice Report
Customisable Cover Letter
Overview of Asset Protection
Client's Objectives and Concerns
Wealth Transfer and Asset Protection Plans
Explanation of Key Concepts
Recommendations and Associated Fees
Strategy Allocation
Report Generation & Management
Strategy Guidelines in Reports
Step-by-Step Report Wizard
Direct Strategy Assignment
Saved Report Modification Capability
Fee Customisation
Client and Group Management
Client Group Manager
Import from XPM
Include Assets and Liabilities
Comprehensive Resources
Service Delivery System
VPP Client Service Offer Email
Structuring Advice for Strategies
Presentation and Communication
‘Client View’ Presentation Mode
Export to MS Word
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