With Core Pro there are over 500 documents in 30 key areas grouped by Offer, Engage and Deliver including VPP marketing emails, workpapers, templates and systems to streamline your practice.
The benefits of Core Resources (Pro Tier) for your practice means standardised approach with increased efficiency and of course de-risks your practice.
Core Resources are grouped into 3 Sections:
Offer:
This section includes Engagement Letter & Fee Proposal with Terms consisting of detailed service descriptions and Pricing Calculators
Engage:
This section includes Client Admin documents, VPP Marketing Emails, Client Flyers and internal Practice and Team Management resources. Also the 12 Month Annual Marketing & Team Training Plan
Deliver:
Client Service Systems and supporting resources to deliver the respective accounting service including Workpapers, Report Templates, Checklists, Questionnaires and respective Client Letters
Updated for your convenience
All Core document templates are revised and kept up to date on an annual basis or as new legislation or compliance requirements changes or are introduced. Look out for the New and Updated flags to see what's new or changed recently.
Search & Find
Use the search bar at the top of the page to quickly find related Core Resources and Letters (Merge) content by keyword
Download & Add your own branding
Core Resources are downloadable best practice templates you can customise for your practice - add your logo and branding and save your own internal template.
The ChangeGPS copyright text can be replaced... learn more *as some limitations apply
Core Lite vs. Core Pro
The number of resources for Core Lite subscibers are limited. Learn more about Core Lite