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 Pro Suite

Get the compliance and practice management solution that's built to scale.

Powerful practice management software for accountants in public practice. This comprehensive solution will support your practice growth by automating administrative tasks, providing you visibility and enhancing client and team experience.

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An all-in-one solution

Enjoy the benefits of integrated compliance and practice management with optimised workflows, automated processes, best in class client relationship management, and robust reporting - all within one comprehensive suite.

A solution you won’t outgrow

A configurable and comprehensive solution will support your practice growth by automating administrative tasks, providing you visibility and enhancing client and team experience.

Advanced financial reporting and ledger

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

AI enabled software

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

Simplify and automate your tax processes

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

More than a client portal

Create a practice branded client space and deliver a superior client experience. The client space add-on allows you to collaborate and communicate with clients in a seamless way – whether you want to share documents, news updates, allow them to book appointments or get them to sign documents electronically, we allow you to do it all.

Manage jobs and track time

Create jobs with pre-defined activities and have time automatically tracked and billed based on your preferred method, whether it's a fixed fee, recurring or time and materials.

Increase quality and consistency of work

Create templates and processes to standardise the way your practice works. With process management in place, it’s easy to maintain quality and consistency across your practice to ensure your clients get the best service possible.

Integrated practice management, tax and ledger compliance

Powerful practice management software tailored specifically for accountants in public practice. This comprehensive solution comes equipped with integrated features designed to streamline all facets of your practice, ultimately enhancing client experience and boosting productivity. By addressing administrative overheads and providing effective tools to manage your practice, we ensure that your day-to-day tasks are executed with ease.

Collect data from major client bookkeeping applications* and complete tax and ledger compliance through to tax lodgement and signoff, without having to rekey data. That means a consistent approach for all clients with integrated Practice Management, CRM, Tax and Ledger capability.

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

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.

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.

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.

View Access Accountants Evo plans and inclusions

Access Accountants Pro Suite Capabilities

Home Page Dashboard

A pre-configured home page dashboard with several widgets giving you quick access to important practice information including outstanding tasks and jobs by employee, revenue by partner and important client and practice information. These dashboards can be easily customised per user.

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.
Store and manage multiple client contacts and relationships across multiple client records.
Manage relationships between client records.

Client Space

Create a practice branded client space with client portal and deliver a superior client experience.

The client experience add-on for Practice Management allows you to collaborate and communicate with clients in a seamless way – whether you want to share documents and news updates, allow them to book appointments or get them to sign documents electronically.

Tax Preparation & Lodgement

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.

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.
AASB 1060 General Purpose Financial Statements – Simplified Disclosure ready.
Manage accounts with Bank Feeds for clients who don’t have a need for an accounting solution.

Job Management

Track jobs to completion in record time with automated workflows that ensure each task is allocated and commenced on time with auto population of timesheets.
Monitor all job activity by job, employee, job task or manager.

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

Create a practice branded client space with client portal and deliver a superior client experience.

The client experience add-on for Practice Management allows you to collaborate and communicate with clients in a seamless way – whether you want to share documents and news updates, allow them to book appointments or get them to sign documents electronically.

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.

Time and Billing

Track time and create invoices based on completed jobs, WIP, time and materials, fixed fee or recurring.
Issue debtors statements, track and pass on disbursements.

Integrations

Address any practice challenge through access to an open ecosystem with over 3,000 business apps via the Salesforce AppExchange.

ZapData 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.

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

Access Accountants Evo Base

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

View Access Accountants Evo plans

Access Tax

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

Access Ledger

Handle all your client accounting in one place. No matter what bookkeeping application your client users, our software will work for you.

Access Practice Pro

When it comes to managing clients, jobs and optimising practice resources, we’ve got you covered with a solution that’s built to scale.

Access Accountants Evo

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