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Protect

Protect Pricing

Standardise and scale asset protection and estate planning services, quickly and profitably.

Explore Protect Pricing

Protect Pricing

All pricing includes Access Evo and Standard Customer Success Plan. Price quoted is per month for 12 months, excluding GST.

Protect

Protecting the intergenerational wealth of clients is an essential service for the trusted advisor.

10 seats included

From

$575

Speak to sales

All Features

Plan Type
Features:
PROTECT
$ 575 /m
Included seats
10
Integrations
Access Accountants
Coming soon
APS
Coming soon
Elite
Coming soon
Handisoft* (may vary based on deployment)
XPM
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
10
AI Practice Management with Evo
Collaborate (Document Management)
CoPilot
Secure AI query
Access Evo SSO
Always on Support
Self Service Knowledge Base Library
Telephone & Customer Portal Support
Introductory eLearning Content
Annual Strategy Review Session

All products include

Access Evo AI

Customer Support

Self-Paced Learning

What our members say

ChangeGPS makes our practice more efficient by allowing us to leverage partner time. It standardises the way of working for our Accountants and means I don’t have to do the technical things. It...

Oliver Hunt - Partner McSwan & Hunt

I heard about ChangeGPS last year at Xerocon. I was a sole practitioner and was hesitant to change because of the time to invest and the outlay, and started with the basic product. Within four months...

Carmel Filippone - Director M&C Accountants

Our efficiencies have improved so much since we adopted GPS.

Brett Hansen - Director Hansens

Product FAQ’s

How long is the term?

Subscriptions are annual. With members reporting 50-75% time saving and up to 50% new revenue growth through our platform we want you to take the time to implement our apps and maximise your ROI.

Can I upgrade my apps?

Yes, at any time, your 12-month term restarts every upgrade.

Can I get TaxPlan for only tax season?

We think TaxPlan can be used all year round–ask us how!

Can you train my new team member?

Platform training is available to all team members, new and existing, as part of your Annual Strategy Review. New and existing members can also check out our self-service videos and watch public and member-only webinars.

Who do you integrate with?
  • XPM and the HandiSoft integrations bring in your client and group contact information.
  • BGL CAS360 for ASIC data in Blueprint.
  • FuseSign e-signatures for Trust Distribution and Dividend Statements.

How are others using ChangeGPS?

Tax Planning, structure advice, marketing material are just some of the areas ChangeGPS clients are increasing efficiency with. Check out our testimonials page to see the variety of benefits ChangeGPS clients get.

Do you offer support?

As accountants, we understand that the quality of the software is only as good as the support that accompanies it. And although we find many of our users don't require support, we still provide assistance with:

  • 43 Self-paced, on-demand training for your team
  • Support portal
  • Custom training - From your full-hour kickoff training to fully customised training for firms of 50-plus.
  • Webinars & video - In-app, pre-recorded videos and monthly member webinars for practice performance.
  • Community & care - Quarterly ROI-tracking meetings with Success Managers, vibrant Facebook community.
  • Complimentary implementation plan - We'll work with you to provide you with a tailored implementation plan valued at $5 000 and be there every step of the way as you see it through. 

What is the Member Journey Process?

Our process to customers through a tailored journey, understanding their needs, and providing solutions to achieve their goals.

See the process here.

What are FlexPoints?

Access FlexPoints are a cost-effective, flexible way to access value-added services to ensure you get a greater impact from your Access software solution. Points are issued with your purchase or renewal and can be used for coaching or to upgrade your Customer Success Plan. (See more on the Access website.)

Do you offer personalised coaching?

Our tailored coaching programs are designed to help accountants connect with clients, lead teams, and explain complex concepts with clarity and confidence. You’ll strengthen relationships and make a greater impact with practical techniques and personalised guidance. Coaching is available with FlexPoints.

Is Evo (the secure AI platform) secure?

Access Evo is a closed source aI, only in Access products, making it a secure AI environment that keeps your data safe.

Does Evo (the secure AI platform) cost extra?

No, Evo is automatically included in your ChangeGPS subscription.

Do I need to install Evo (the secure AI platform) separately?

No, Evo is a built-in part of your ChangeGPS product.