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CORE
TAX PLAN
MEETINGS
BLUEPRINT
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