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.
For a more consistent, scalable practice.
- Consistent, professional client communication
Give every client the same high standard of communication — with the right content, at the right time, without starting from scratch every time. - Blueprint — visualise your clients' structure at a glance
Automatically generate structure diagrams direct from XPM/APS and present them to clients in a clear, professional format — so complex entity relationships are immediately understood and explained. - Better client meetings and smarter service planning
Run every client meeting with purpose, stay TASA compliant, and always know which services you're delivering — and where the growth opportunity sits.
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.
The engine room of your practice
The Practice Tools Bundle gives your firm the planning, workflow and compliance tools to automate, standardise and scale, so you spend less time on admin and more time delivering value.
Planning
Blueprint • Service Plan & Potential
- Visualise and communicate business structures to clients, quickly and clearly.
- Identify untapped revenue across your client base
- Build and track service plans aligned to client goals
- Price on real value using the Value-Plan-Price method
- Record personal assets and liabilities to create group A and L
Workflow & Automation
Letters Merge AI • Collate • Actions
- 300+ AI-powered letter generation merged with client data
- Collate client documents and information in one step
- Track and manage client actions to close every loop
- Standardised workflows to reduce risk and save time
Compliance & Resources
Workpapers: Resources
- Standardised workpapers to de-risk every engagement
- 200+ systems tools and templates for every engagement
- TASA-compliant documentation, indexed and version-controlled
- Hundreds of letters, reports and client education resources
- Copilot AI integrated to query ATO rulings, Payroll Tax, Fair Work and firm documents and more
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
