Getting started with Core Pro

To help you quickly get the most value from your Core Pro subscription, here is an overview of the extensive range of tools and resources you can tap into.

Module and Key Features		Get started with these resources
Actions
plan, record and report everything relating to their client meetings create meeting templates		User Guides
Blueprint
automated client group structure diagrams from BGL or XPM Client Group data structure planning and comparisons		User Guides Launch In-app Guide
Service Plan + Potential
firm-wide overview of all your services in use and potential customise and group your services and segment your clients export segmented client contacts for client contact campaigns		User Guides
Structure Advice Report
detailed structure advice report 6 x pre-filled questionnaires and structure recommendations include service quote to setup the structure		User Guides
Estate Planning & Asset Protection
detailed systems for the key Asset Protection and Estate Planning strategies client emails and letter templates to market this service		User Guides
CGT Reduce
initial report to educate and advise clients of how capital gains tax will affect the proposed sale of a small business
Trust Distribution Resolutions
allows for simple non-streaming or streaming distributions quickly produce a compliant Trust Distribution Resolution		User Guides
Dividend Statements
suitable for interim dividends paid during the year and final dividends paid at year-end payment types can be Cash or Loan easily add the number of shares, total dividends, franked % or $ value and imputed credits for each shareholder		User Guides
FBT Client Report & Declarations
create efficient and professional FBT reports and declarations which also educates employers use the FBT Resources in Core > Resources, including the FBT Workpapers then easily transfer the values calculated with FBT Workpapers to the FBT Report App email templates to help you incorporate FBT reporting as part of your client service plans		User Guides
Core Resources: Document Templates, Guidelines, Systems and Client Emails
over 350 documents in 30 key areas VPP (Value, Plan, Price) client emails Tax & FBT workpapers recommended process systems to streamline your practice		User Guides
Letters (Merge)
a wide range of client letter templates customise or add your own templates create and download client letters on your branded letterhead		User Guides
Collate
quickly collate various PDF or Docx files into one PDF document