Action Meeting is a ChangeGPS app that helps accounting professionals plan, run, and follow up client meetings. The app guides you through a four-step process covering meeting setup, agenda and action item creation, meeting notes, and document generation. It produces professional meeting documentation — including an agenda, action plan, and meeting notes — and tracks outstanding actions across all client meetings in the practice.
Action Meeting is available in Australia.
What Action Meeting does
Action Meeting creates a structured meeting record covering client details, meeting type, date, time, location, and attendees.
The app builds the meeting agenda with individual agenda items, discussion points, and action items assigned to the client, the accountant, or other responsible parties.
Action Meeting tracks the status of each action item (Outstanding or Completed) and sends automated reminders for overdue actions.
The app generates professional meeting documentation — an agenda for distribution before the meeting and a post-meeting action plan — which can be exported as PDF or Word documents, or emailed directly to the client.
Meeting type templates pre-populate the agenda with standard items relevant to the meeting type, saving time when setting up recurring meetings.
Who should use Action Meeting
Action Meeting is designed for accountants and practice managers who regularly conduct structured client meetings — including annual tax planning meetings, review meetings, onboarding meetings, and strategy sessions. It is particularly valuable for practices that want to standardise their meeting process, ensure action items are captured consistently, and maintain a record of what was discussed and agreed with each client.
Key features
Four-step wizard — Meeting details, agenda and actions, meeting notes, and document review.
Meeting type templates — Pre-built agenda templates for different meeting types that automatically populate standard agenda items when you select the meeting type.
Agenda builder — Add, reorder (drag and drop), and expand agenda items with individual discussion points and associated action items.
Action item tracking — Assign each action to the Client, the Accountant, or another named person, with Outstanding or Completed status tracked per action.
Action templates — A library of common action items that can be added to any agenda item with a single click, reducing manual entry.
Meeting notes — A dedicated notes step to capture what was discussed and agreed during the meeting.
Action filters in export — Filter the action plan document by responsible party (Client, Accountant, or All) and status (Outstanding or Completed) before exporting or emailing.
Automated overdue reminders — Automatically reminds clients and staff of outstanding actions that have passed their due date.
CIM client import — Import client details from the Client Import Manager (CIM) to pre-fill the client information in Step 1.
Collate integration — Merge additional documents into the meeting pack before downloading.
How Action Meeting fits into ChangeGPS
Action Meeting is a standalone practice management tool. Meeting actions can reference deliverables from other ChangeGPS apps — for example, an action to "review the Tax Plan" or "sign the Division 7A loan agreement" can be tracked as an action item in Action Meeting and assigned to the client or accountant with a due date.
Getting started
Navigate to Action Meeting from the ChangeGPS dashboard and select New Meeting.
In Step 1 — Meeting Details, enter the client name, meeting type, date, time, location, and attendees.
In Step 2 — Agenda & Actions, build the agenda and add action items.
In Step 3 — Notes, capture meeting notes and any additional observations.
In Step 4 — Review & Documents, preview, filter, and export the meeting documents.
Need help?
If you have questions about Action Meeting or need assistance setting up a meeting, reach out to our support team through the chat widget or contact your account manager.