Overview
We do legendary frontline accounting software.
You do what matters. Automated Client Advisory Reports that give you more love, more time and more profit.
You built your accounting practice by doing what matters – and your clients thank you. But time is short, efficiency is elusive and growth is hard. You should be making more.
Make more and do more of what matters with ChangeGPS’s apps:
» Software for compliance and advisory
All your expertise standardised, de-risked and pre-written as advice. Automated workpapers, reports, benchmarking and up-to-the minute compliance. Software that makes monetising your advice a simple, profitable daily reality.
Reports include: Tax Planning Advice, Business Structure Diagram, Business Structure Advice, Annual Tax Summary, Annual SMSF Summary, Trust Distribution Resolutions and Company Dividend packs.
» Software for the business of accounting
Thousands of details that make a thriving practice run. Hundreds of tried and true templates for fast, easy and powerful client communications. Upfront pricing guidelines, billing models and methods that unleash your profit potential.
Apps and resources include: Merge App (120+ letters and templates generated from XPM data onto your digital letterhead, Collate App (creates 1 PDF from multiple documents) and Resources (over 230 documents giving you everything you need to offer, engage + advise your clients).
PLUS Our exclusive VPP method (Value, Plan, Price) helps to easily move accountants from Compliance up to the next step of “Compliance Advisory” to give clients the advice they’ve been looking for – and we’ve cracked the code to help Accountants to properly monetise that advice!
We absolutely love accounting. So we help you do what matters.
Our apps give you productivity, profit, and performance. Get started here or explore all features of ChangeGPS at changegps.com.au.
ChangeGPS + Xero
Legendary frontline knowledge to make accountants Faster + Better Advice. ChangeGPS can be used standalone, but Accountants gain massive efficiency when it is connected to Xero Practice Manager (XPM).
- ChangeGPS uses XPM data to create “instant” (5 min or less) client advice reports in colour with your logo.
- We read XPM client, group and relationship data to auto create Blueprint Structure Diagrams in less than 5 seconds, instantly set up all business entities + individuals in client reports, saving you massive amounts of time.
- Then generate letters on your digital letterhead using client contact data – saving your admin team massive amounts of time.
- Also create lists of services your clients use and don’t use, segmenting these to allow you to email marketing using Mail Chimp or other marketing services.
ChangeGPS does the repetitive stuff. We also do the fluffy stuff so you can do what matters.
Getting started
Your own Success Manager with guide you to get your first quick win or you can go through our self guided tours.
To set up yourself:-
Follow these steps for each staff member you want to be able to authorise connections to 3rd Party addons:
- Go to the Business > Settings > Staff page, or click on this link to go directly there.
- Search for the Staff Member that you would like to add this permission to.
- Ensure that the Staff has the Administrator Privilege. If they do not, tick the checkbox for this and Save the Staff settings first.
- You will now see a new Heading appear at the bottom of the page, “API Access Privileges”. Tick the checkbox for this and Save the Staff Settings to assign Authorise 3rd Party Full Access privilege.
- Go to ChangeGPS's settings page, Scroll down and open "Connection Settings" tab, and click "Connect" button.
- A small pop up window will come up. Log into Xero.
Read more at changegps.com.au.
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EKNot Willing to Work with Struggling Practices
SSMakes us look good!
WL