Core
Core
Year End, Practice Tools and Tax Advice - plus hundreds of additional resources, at the best value price. The complete system for accountants who want to do it all.
Year End Bundle
For accountants who need to automate, de-risk and standardise FBT, Trust Distribution, and Dividend Statement work — without adding headcount.
Practice Tools Bundle
For accountants who want to standardise how they communicate with clients, structure their work, and never let a service opportunity slip through the cracks.
Tax Advice Bundle
For accountants who want to deliver complex tax advice — on CGT and business structure — as a consistent, professional and billable service.
Core Pro
The complete system for accountants who want to do it all.
For profitable, consistent advice.
- Everyday advisory engine room
Your complete system to evolve your practice with hundreds of documents, emails, letters and reports to standardise and scale client service. - Pricing on your real value
Templated emails across offers, recommendations and marketing—all demonstrating the value of your advice to clients using our Value-Plan-Price method. - Secure AI document management
Our new Collaborate tool securely manages critical practice documentation—all indexed, version-controlled, TASA-compliant and integrated with Copilot AI.
Straight to everyday AI power.
- Powerful automation
Access Evo is the new AI enabled software experience that transforms your everyday workflows with powerful intelligence, automation, and insights – so you get more done with less effort. - Integration and insights
You’ll access client data securely to uncover insights previously out of reach—and use Copilot AI to search ATO and Fair Work websites, plus any firm documents. - Secure at every step
Access Evo gives you the full force of generative AI without compromising the security that clients expect from their most trusted advisor.
Product Demo
Book a 15-minute product demonstration with one of our New Member Consultants to focus on your practice needs.
We’ll help figure out the pathways of products and people toward your more profitable future practice.
Explore Member Stories
Recent Resources
AML training for accountants: How to build an effective training program for Tranche 2
3 AML/CTF workflows for accountants: Guide for practice managers and compliance officers
AML compliance for accountants: Avoid fines, penalties, and practice risks under Tranche 2
Tax Planning for Australian Accountants: What’s Changing in 2026
Trust Distribution Hub
Tax Planning Hub Posts
Accountant’s Foundation: Professional Firm Profit (PFP)
Accountant’s Foundation: Div7A
Tax Planning Strategies – Navigate Beyond Just Tax Reduction
Accountant’s Foundation: Section 100A
