ChangeGPS Progress includes a meeting agenda builder in Step 4 specifically for the annual tax review meeting — it is pre-populated with default agenda items based on the entities, tax saving ideas, and issues documented in the earlier steps. This agenda is embedded in the annual tax review report and is designed to structure the review meeting conversation. ChangeGPS Action Meeting is a separate app for managing the full meeting lifecycle — it creates a meeting record, tracks action items per responsible party, sends overdue reminders, and maintains a history of all client meetings. After your annual tax review meeting (using the Progress agenda), you can open a new meeting in Action Meeting to formally capture and track the actions agreed during the discussion.
How is the meeting agenda in Progress different from Action Meeting?
Understand how the Progress meeting agenda supports annual reviews and differs from Action Meeting.