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Product Overview
Protect

Protect

Standardise and scale asset protection and estate planning advice—quickly and profitably.

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Keep wealth in the family for your clients.

  • Asset protection and estate planning
    Complete service delivery system to provide valuable asset protection and estate planning advice services quickly, easily and comprehensively.
  • Comprehensive strategy resources
    From offer emails to strategy guidelines in reports, from step-by-step report wizards to structuring your advice—all delivered profitably and scalably.
  • Automation and compliance
    Make asset planning scalable with XPM integration and on-demand records of client group asset and liabilities, and pre-written strategy approved by SEPPEPA.
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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.

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Explore Member Stories

Affirmative Business Advisory

After spending over 20 years in the chartered firm environment, including experience with the Big 4 firms, I decided to become a sole practitioner in 2024. The ChangeGPS platform...

Julia King, Sole Practitioner

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McSwan & Hunt

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…

Oliver Hunt, Partner

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Balance Accounting

TaxPlan Pro is so profitable for us that I would pay $990 per month for it alone.

Mark Fisher, Partner

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New Wave Business Solutions

We knew what we wanted—ChangeGPS gave us the direction and clarity to implement.

Reuben Bergola, Partner

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Total Business Partners

ChangeGPS helps explain to our clients what we’re trying to achieve overall, including new structures we would like to implement and the reasons for those new structures. Backed with the…

Jason Wehlauer, Director

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M&C Accountants

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…

Carmel Filippone, Director

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Blackstone Business Solutions

This is the BEST $12K I’ve ever spent… it’s made my business life seamless.

Adriano Di Lazzaro, Sole Practitioner

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Hansens

Our efficiencies have improved so much since we adopted GPS.

Brett Hansen, Director

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SPV Accounting

We were losing money, and a lot of things were slipping through the cracks. Jobs weren’t getting done properly. That we have continued without the tools in ChangeGPS, they give…

Seb Vecchio, Sole Practitioner

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FBZ Accounting

We love TaxPlan, we love the resources, we’re ChangeGPS members for life.

Natalie Gibling, Director

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Still have more questions?

Our expert team members are ready to answer.

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