Core is your next-level accounting practice in a box. Included in Core Lite is everything you need to get started while Core Pro offers a comprehensive library of resources and apps
Fast track and future-proof your growth with best practice documents and systems to win and keep clients. Here's what is included in Core Lite vs. Core Pro plans:
| CORE Pro | CORE Lite | |
| Number of user licences | 10 | 3 |
| Modules | ||
| Dividend Statements | ✔️ | ✔️ |
| Trust Distribution Resolutions | ✔️ | ✔️ |
| Letters (Merge) with best practice Letter Templates | ✔️ | ✔️ |
| Collate to create document packs | ✔️ | ✔️ |
| Actions for Meeting Agendas | ✔️ | |
| Blueprint Structure Diagrams | ✔️ | |
| Service Plan & Potential | ✔️ | |
| CGT Reduce Advice Report | ✔️ | |
| FBT Advice Report & Declarations | ✔️ | |
| Business Structure Advice Report | ✔️ | |
| Practice Management Tools & Templates | ||
| Fee Proposals Template with Terms (Example Engagement Letter with 40+ Service Descriptions & Engagement Terms) | ✔️ | ✔️ |
| New Client Onboarding System & Templates | ✔️ | ✔️ |
| 12 Month Marketing Plan | ✔️ | ✔️ |
| Annual Progress Meeting Agenda and VPP Client Email | ✔️ | ✔️ |
| VPP Email & Client Communication Templates | ✔️ | |
| Client Articles | ✔️ | |
| Team Management | ✔️ | |
| Compliance Resources | ||
|
BAS & GST |
✔️ | ✔️ |
| Business Financial Statements & Tax Return System including Emails, Forms plus Workpapers & Checklists | ✔️ | ✔️ |
| Individual Tax Return System including Emails, Forms plus Workpapers & Checklists | ✔️ | ✔️ |
| FBT Return System, Workpapers, Client Communication, Fact Sheet Templates | ✔️ | ✔️ |
| SMSF Administration - Workpaper, YE Report and Client Questionnaire | ✔️ | ✔️ |
|
Trust Distribution Resources |
✔️ | ✔️ |
|
ASIC Compliance |
✔️ | |
|
Business Advisory |
||
|
Business Advice |
✔️ ✔️ ✔️ ✔️ ✔️ ✔️ ✔️ |
✔️ ✔️ |
| Business - Purchase & Sale | ✔️ | |
| Business Valuation Report: Estimate Report, Checklist & Workpapers | ✔️ | |
| Budgets & Quarterly reports | ✔️ | |
| Virtual CFO Advice | ✔️ | |
| Compliance Advisory | ||
| Tax Planning - Resources and VPP Client Communications | ✔️ | |
| Other | ||
| Life Accounting - Personal Financial Freedom Plan, Financial Safety Checklist | ✔️ | |
|
Xero Set ups & Payroll |
✔️ | |
| Core Pro Exclusive Member Benefits such as QuickFee Finance | ✔️ | |
| View detailed list of inclusions: | Learn more... | |
(Core resources and templates are updated annually)