Tax Advice Bundle
For accountants who want to deliver complex tax advice — on CGT and business structure — as a consistent, professional and billable service.
For complex advice, delivered with confidence.
- Turn complex advice into a repeatable service
CGT reduction and business structure advice are high-value services most firms undercharge for — because producing the work is time-consuming and inconsistent. The Tax Advice Bundle changes that. - Professional reports, produced in the system
Automated Capital Gains Tax and Business Structure Advice reports are generated directly in ChangeGPS — structured, client-ready, and consistent every time. - Advice your clients expect you to offer
Stop leaving CGT and restructuring conversations in phone calls — give your firm the tools to lead those discussions and bill for the value you're already delivering.
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.
One Bundle. Two Disciplines. Delivered.
The Tax Advice Bundle gives your firm a focused system for Structure and CGT advice — faster, more accurately, and at fees your clients will see as premium.
Provide professional client advice reports.
Structure Advice
- Structure advice letters & reports
- Trust, company & SMSF structure comparisons
- Client-ready recommendation documents
- Asset protection & succession planning tools
CGT Advice
- CGT concession analysis & advice reports
- Small business CGT concessions workflow
- Main residence & rollover relief tools
- Client education letters
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