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Product Overview
TaxPlan

TaxPlan

For accounting practices to automate, standardise and elevate their tax planning services—all year round.

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Be your client’s best asset at tax time.

  • Automated tax planning
    Industry-leading automated recommendations to impress clients—now with secure AI integration into ATO and Fair Work—and granular alerts upcoming.
  • Standard advisory documents
    Customisable cover letter followed by strategy descriptions, advice items and action items—all standardised for client value and reduced risk.
  • Unlimited tax scenarios
    Over 90 pre-written strategy advice points, including Div 7A, S100A and PCG2021/4, complex new changes, and unlimited scenario generation to model repayments.
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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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