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Advice
A beautiful web app for accounting and advisory teams to generate sophisticated client advice reports. This app is fondly known as our suite of wizards.- Intelligence
- Produce fast sophisticated auto logic driven advice documents by answering simple questions about your client’s circumstances.
- Advice
- Generate initial advice for recommended new business structures and capital gains tax for small businesses.
- Integration
- Uses existing client data from Xero Tax / Practice Manager.
Recent Updates
- Updated [Core Lite & Pro] TR4 - 2023 ndividual Tax Return Workpapers (Link)
- Updated [Core Lite & Pro] BTR4 - 2023 Business Workpapers and Tax Checklists (Link)
- New [Core Pro] Re-pricing resources and client emails (Link)
- New [Core > Resources] VPP Client email - Crypto and your Tax Return (Link)
- Updated [Core > Resources] Client email - 2023 EOFY - Year End Tax Tips & Reminders (Link)
- Updated [Core > Resources] Client email - 2023 SMSF EOFY - Year End Tax Tips and Reminders (Link)
- Updated [Core Lite & Pro] Resources for Tax Returns & Financial Statements Updated for 2023 (Link)
Click here to review ALL RECENT UPDATES
Letters (Merge)
Mail Merge Application designed to automate the creation of letters, using live client data from your practice management software.- Efficiency
- Seemlessly merges your letter templates simultaneously merging in live client data from your practice management software.
- Branded
- Upload your firm letterhead and logo to automatically brand each document
- Integration
- Uses existing client data from Xero Tax / Practice Manager.
- Collate
- your letter with one or several uploaded PDF's, featuring the ability to remove or re-order pages where necessary. This results in a single merged PDF ready for print or email.
Service Plan
The simple 1 page plan providing insight into the status of your deliverable services, both firm-wide and at a client level.- Client Use
- Take into every client meeting, to at a glance show the services your clients are utilising and important services your clients are recommended to implement.
- Reporting
- Investigate your firm - Service Plan brings to light all your deliverable services and your firms potential service revenue.
- Marketing
- Export your firms 'Potential Report' to csv to utilise for marketing campaigns. Segment your client database based upon services and target your marketing to the clients that actually need the service offering you're marketing
- Integration
- Search XPM/Xero Tax to give you a head start on establishing your client service plans.
Resolutions
Prepare your trustee resolutions easily with a 1 page view/entry of your information.- Efficiency
- Save and load for following years - easy & fast, no searching trust, opening profiles to find your save.
- Branded
- Included with your resolutions is a customisable and branded letter.
- Integration
- Search XPM/Xero Tax to give you a head start on trustee/beneficiary details.
Collate
The easy PDF collation tool. Part of the ChangeTech toolbox
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Quickly Combine and re-order PDF's. Easy, self-explanatory, visual tool.
Support
The Home Page for help and support
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Support Menu - From here you can Contact Us, Watch some training video's, or read our FAQ / User Guide