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Help & support

Find the right support resources for your needs.

3 articles
EngageAML

How to engage clients with our pre-written service items and terms.

3 articles
Progress

Add a Progress Report to your year end workflow.

7 articles
Subscription & billing

Find articles relating to managing your subscription and billing.

1 article
Dividend statement

Prepare and deliver professional dividend statements with accuracy and consistency.

9 articles
TaxPlan

Make advisory profitable with TaxPlan.

12 articles
Digital onboarding toolkit

Onboarding guides from initial setup through to configuration and next steps.

3 articles
Trust distribution

Model and optimise trust income distributions with clarity and confidence.

10 articles
Fringe benefits tax

Manage fringe benefits tax compliance and reporting with confidence.

10 articles
Blueprint

Create and present clear client structure diagrams.

8 articles
Capital gains tax

Calculate and optimise capital gains tax outcomes with clarity and confidence.

10 articles
Client Import Manager

Import and manage client entities from your practice system.

9 articles
Company settings

Manage company details, roles, and settings.

7 articles
Division 7A

Manage and calculate Division 7A loan compliance.

10 articles
Letters merge

Create, customise and generate client documents using templates and merge fields.

9 articles
Action meeting

Plan, manage and track client meetings and action items with clarity and accountability.

9 articles
Section 100A

Assess and manage Section 100A risk on trust distributions with clarity and confidence.

10 articles
Seat management

Manage and assign user access to ChangeGPS apps with control and transparency.

8 articles
Business Structure Advisor

Assess and recommend the most suitable business structure with clarity and confidence.

8 articles
Professional firm profits

Assess and manage professional firm profit allocation risk under PCG 2021/4.

9 articles
Product updates

Recent product update communications.

1 article
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