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	SMSF Annual Financial Statements Business Advice	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