Access Accountants Evo

• Store and manage client information and key attributes, maintain both client and prospect information to ensure you always have the most up to date information for meaningful conversations.
• Assign tasks and checklists to your clients to send information required to complete work.
• Your client data is aways kept in sync with integrated applications.

• Prepare tax returns for all your clients with forms from 2016 including IAS, BAS, FBT and Income Tax Returns for Individuals, Partnerships, Companies, Self-managed Super Funds and Trusts.
• ATO prefill and tax transfer from Access Ledger to save time.
• Error checking as you work prevents you from submitting incorrect information. Prepare returns faster with the go to function to skip fields until you're ready to complete them.
• A dynamically updated tax estimate is displayed as you complete Individual and Company forms keeping you informed and saving you time.

• Account preparation, ledger and reporting made easy with a flexible cloud application with seamless integration though to powerful tax preparation and lodgement.
• Compliance workflow from small business accounting apps through to tax for all your business clients – requires Zap Data Hub for data collection and additional reporting.
• Create professional practice branded financial reports with a click of a button. Use the included fixed assets, depreciation for both tax and accounting methods, on behalf of clients. Customisable report templates and a flexible note builder that will meet unique disclosure needs.
• Manage accounts with Bank Feeds for clients who don’t have a need for an accounting solution.

Powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant delivering what you need while you work.

With our Document skill, store internal practice documents in the Collaborate app to help users find what they’re looking for in seconds in a secure way.

Ask questions of your client and tax connected data. For example - “provide a list of clients who have rental properties with deductions less than $50,000” or “provide a list of companies with ultimate holding company located overseas”.

Ask questions of the ATO website and get answers in seconds, via your desktop or using our mobile app.

And for those assisting clients with payroll, the Fair Work skill allows users to ask questions and get answers in seconds, via your desktop or using our mobile app.  

Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team.

Engage your teams with our employee recognition tool encouraging peer to peer recognition and employee engagement.