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Change Tech

Applications designed for accountants

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ADVICE

Artificial Intelligence for advice documents

- ANNUAL TAX SUMMARY

- BUSINESS STRUCTURE

- CGT REDUCE

- TAX PLANNING

Never has there been an easier or faster way to create incredible professional advice documents of this quality.

Don't give away your professional advice for free!

Instead, in minutes follow our easy, step-by-step wizard and present your client with a personalised document that manifests your advice into a saleable format, that your client can actually understand.

When utilised correctly, this application alone can return 10-fold your investment in the ChangeGPS Toolkit.

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BLUEPRINT

Used to instantly communicate client structures and any potential changes

Help a client to easily understand, so they can easily take action.

Blueprint allows you to select a client from your linked XPM/Xero Tax account and in seconds, automatically build a client structure diagram based on the relationship and client data that already exists in your connected CRM.

*Blueprint requires a connection to an active Xero Tax / XPM account.

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MERGE

Brings together existing client data with pre-written content for quick letter creation.

Merge combines your client data, the letter content and your firms branding in the most efficient letter creation process possible.

Enter basic client data or search your connect CRM to prefill. Then in an easy step-by-step process select a template from your content library and have Merge automatically fill in the dynamic merge fields to personalise your letter. Make any final adjustments in browser, collate and re-arrange any supporting documents and lastly produce your letter and save to your client file in your cloud-based document manager (Box/Dropbox currently supported).

Entirely Customisable. Completely Branded. Extremely Efficient.

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SERVICE PLAN

Used to instantly communicate the services your clients are currently using, and display recommended services they should be looking at implementing.

Should be used for every client meeting to show at a glance where your client stands in relation to your service offering

Analyse your Service Plan data at a firm-wide level to investigate your utilisation of all the services your firm offers. Use the firm-wide data to perform a targeted marketing campaign based on clients needs. Service Plan will provide a huge level of insight into the performance of your firm.

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And there's always more in development...

We keep our existing apps up to date as well as creating NEW incredible powerful time-saving applications.
We are always looking for ideas from our real, living, breathing in-house accounting R&D firm - Change Accountants & Advisors;

Experience ChangeTech now for free!
Merge

Perfectly designed by ChangeGPS

Merge is just one of our easy to use Xero Add-On's. Merge is designed to make document and letter creation easy. Generate from an extensive categorised list of pre-written letter content. Click below to see how fast and easy client communication can be

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