Access Accountants Evo:

- Access Accountants Package Solutions
- Access Accountants Compliance
- Access Accountants Tax
- Access Accountants Suite
- Access Accountants Pro Suite
Access Accountants Evo

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Access Accountants Compliance

For a consistent approach to compliance jobs

The all in one cloud compliance solution providing consistent compliance workflows for all client work. Enjoy the benefits of integrated CRM, email, tax, ledger and client portal capabilities from anywhere

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An all-in-one solution

Enjoy the benefits of integrated CRM, email, tax, ledger and client portal from anywhere.

AI enabled software

With Evo you can ask questions of your client and tax data with our advanced AI capabilities in a secure way.

Advanced financial reporting and ledger

Comprehensive ledger compliance and reporting to prepare accounts in a consistent way for all your business clients.

Simplify and automate your tax processes

Save time with smart automation, cross-fill and pre-fill capabilities.

Integrated client management, tax and ledger compliance

Collect data from major client bookkeeping applications* and complete tax and ledger compliance through to tax lodgement, without having to rekey data.

That means a consistent approach for all clients with integrated CRM, Tax and Ledger capability.

(*) Requires a separate purchase of Zap Data Hub.

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Connect to the ATO and lodge forms

Lodge all tax returns for individuals, companies, partnerships, trusts and SMSF’s along with activity statements and FBT returns from anywhere.

Speed up compliance work by automatically prefilling activity statements and your client’s income and deductions in individual tax returns with data from the ATO or directly from Ledger, freeing up time.

Lodge returns for all your clients with no limits on the number of returns that can be lodged per month.

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Professional reporting with just a few clicks

Create professional reports for all your business clients in just a few clicks thanks to practice branded professional reporting capability.

Manage client accounts with automated bank feeds using the latest Open Banking technology.

AASB 1060 General Purpose Financial Statements – Simplified Disclosure ready.

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All your tax returns in one place

A single application for all your tax needs helps improve practice efficiency by eliminating the need to access multiple systems to establish your tax lodgement status. Save time and money and reduce errors.

Surface accounting data with AI and Access Evo

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.

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Access Accountants Compliance Capabilities

Client Management

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.

Tax Preparation & Lodgement

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.

Ledger & Reporting

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.

Task Management

Track tasks to completion in record time to ensure they’re allocated and commenced on time.
Assign tasks to your team and clients to ensure you’re all working to the same deadline.

Workflow Automation

Automate standard processes and tasks to free up time.
Recurring to-do's will be created automatically - define when you want the workflows to recur, and we do the rest. Turn your workflows into detailed processes by adding instructions, checklists, images, links and even embedded training videos to ensure your team has everything they need.
Add email templates into your workflows to save time. Emails can be set to send automatically or manually to give you more control.

Email Management

Integrate with Outlook.com or Gmail to stay organized.

Documents & Client Portal

Retrieve documents in seconds and respond to enquires quickly and accurately with instant access to all correspondence.
Share documents and collect eSignatures from clients in a secure way.
Allow clients to upload documents and provide self service to past documents using the Client Portal.

AI-enabled capabilities

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.

View Access Accountants Evo Plans and Inclusions

People Learning Management

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 encourages peer to peer recognition and employee engagement.

View Access Accountants Evo Plans and Inclusions

Integrations & Add-ons

Zap Data Hub for centralised data collection, reporting and analysis. Add Zap Data Hub for an end-to-end compliance process with no rekeying of data.
Change GPS Make advisory profitable with the tools you need to advise your clients at scale.
Zapier – coming soon.

Access Tax

Powerful tax preparation and lodgement capabilities for all major tax forms.

Access Ledger

Handle all your client accounting and tax needs from one place. No matter what bookkeeping application your client uses, our software will work with you.

Access Practice SE

A powerful tool to help manage client work and stay organised.

Access Accountants Evo

Access Accountants Evo comes with a selection of tools and applications. The base plan is included in your Access Accountants Compliance subscription.

Zap Data Hub

Your client data is only as good as your ability to access, analyse and use it. With our API you can connect to all the major small business accounting applications.

Change GPS

Make advisory profitable with the tools you need to advise your clients at scale.

Fathom

Get access to relevant insights and help your clients with management reporting and cash flow forecasting and be an integral part of their business success.

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Access Accountants Compliance Demo

The all-in-one cloud compliance solution providing consistent compliance workflows for all client work. Enjoy the benefits of integrated CRM, email, tax, ledger and client portal capabilities from anywhere.

Access Accountants Compliance offers integrated client management, tax preparation and ledger capabilities for accountants in public practice.

Watch our video demo to learn how Access Accountants Compliance can improve your practice and processes.