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Understand what entity types Progress supports, including Individual, Company, Trust, Partnership, and Sole Trader.

What entity types does Progress support?

Understand what an annual tax review is and how it presents multi-year tax performance, insights, and client advisory opportunities.

What is the annual tax review and why should I prepare one for clients in Progress?

Understand how Progress generates annual tax reviews, including multi-year comparisons, tax insights, and client-ready reports.

Progress Overview

Understand how multi-year comparison works in Progress, including year-over-year tax data, charts, and performance insights.

How does multi-year comparison work in Progress?

Learn how Progress uses ATO benchmarks to assess client performance against industry ranges.

What is ATO benchmarking in Progress?

Learn how tax saving ideas in Progress capture strategies and estimated savings for client reporting.

What are tax saving ideas and how are they used in the report in Progress?

Understand how the Progress meeting agenda supports annual reviews and differs from Action Meeting.

How is the meeting agenda in Progress different from Action Meeting?

Add a Progress Report to your year end workflow.

Progress

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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