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      How to get the most value from Core Pro year round

      With one of our most popular products - Core, say goodbye to time-consuming tasks and spending time creating new templates or client comms

      Our tools, templates, and resources are designed to support you throughout the year, ensuring you stay ahead of your workload. Take a look at how our Core Pro subscrition has you covered month by month: 

      Month 

      Priority 

      Resources to help 

      July 

      Individual Tax Returns 

      Over 30 tools and templates to help including:  

      • VPP templates  
      • Factsheets & Guides 
      • Calculators 
      • Checklists 

      August – October 

      Business Financial Statements and Tax Returns 

      Over 15 tools and templates to help, including:  

      • Business Needs Checklist  
      • Email Offer Templates  
      • VPP templates 

      November - January 

      Estate Planning & Personal Asset Protection 

      Over 30 tools and templates to help, including:  

      • VPP Templates 
      • Data Capture Forms 
      • Letters of Advice & Client Letters 

      February – April 

      FBT Planning + Returns 

      Over 20 tools and templates to help, including:  

      • Client letters  
      • Workpapers  
      • Fact Sheets 
      • Vehicle Schedules 
      • VPP templates 

      May - June 

      Trust Distribution Resolutions & Dividend Statements 

      Over 10 tools and templates to help, including:  

      • Client emails 
      • Trust Resolution
      • Trust Deed Review Sheet 
      • VPP templates for S100A 

      June 

      Repricing Annual Engagements 

      Over 10 tools and templates to help, including:  

      • VPP Templates  
      • Action Plans 
      • Calculators 
      • Proposal documents