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 |
| Apps | ||
| Dividend Statements | ✔️ | ✔️ |
| Trust Distribution | ✔️ | ✔️ |
| Letters (Merge) & Collate with Best Practice Letter Templates for Client Communications | ✔️ | ✔️ |
| Meeting Agenda & Actions | ✔️ | |
| Blueprint Structure Diagrams | ✔️ | |
| Service Plan & Potential | ✔️ | |
| CGT Reduce | ✔️ | |
| FBT Report & Declarations | ✔️ | |
| Business Structure Advice | ✔️ | |
| Xero Setup Guide | ✔️ | |
| Practice Management Tools & Templates | ||
| Proposals & Quotes including Engagement Letter Template with 40+ Service Descriptions | ✔️ | ✔️ |
| New Client Setup Resources | ✔️ | ✔️ |
| 12 Month Marketing Plan | ✔️ | ✔️ |
| VPP Email & Client Communication Templates | ✔️ | |
| Marketing Resources, Flyers, Templates and Client Articles | ✔️ | |
| Team Management | ✔️ | |
| Compliance, Business and Wealth Advice Resources | ||
|
BAS Workpapers |
✔️ | ✔️ |
| Business Advice - Cash Flow Advisory and Pricing System - Client Business Rebound System |
✔️ | ✔️ |
|
Business Advice |
✔️ | |
| Business - Purchase/Sale/Valuations | ✔️ | |
| Business Valuation Estimate Report, Checklist & Workpapers | ✔️ | |
| Budgets & Quarterly reports | ✔️ | |
| Tax Planning - Resources and Client Communications | ✔️ | |
| FBT Return System, Workpapers, Client Communication, Fact Sheet Templates | ✔️ | ✔️ |
| SMSF Administration | ✔️ | ✔️ |
| Business Financial Statements & Tax Return System including Emails, Forms plus Workpapers & Checklists | ✔️ | ✔️ |
| Individual Tax Return System including Emails, Forms plus Workpapers & Checklists | ✔️ | ✔️ |
|
Basic Asset Protection and Estate Planning Systems & Resources |
✔️ | |
| Life Accounting - Freedom Gap & Personal Plans | ✔️ | |
|
ASIC Compliance |
✔️ | |
|
Trust Distribution Resources |
✔️ | |
|
Client Wealth Portal |
✔️ | |
|
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)