ChangeGPS

3 reviews

ChangeGPS is a comprehensive suite of frontline accounting applications designed to streamline practice management and enhance client advisory services for accounting firms of all sizes. By automating routine tasks and standardizing processes, ChangeGPS empowers accountants to focus on delivering high-value services, thereby increasing profitability and reducing operational stress. Key Features and Functionality: - Core: Provides over 500 best-practice documents, including templates and workpapers, to help firms standardize operations, fast-track growth, and efficiently manage client communications. - Engage: Offers more than 40 service descriptions with detailed scopes, enabling clear client engagement letters, automated terms and payments, and compliance with ethical standards, all while protecting the firm with modern terms and conditions. - TaxPlan: Features over 90 pre-written tax strategies and unlimited tax scenarios, allowing accountants to provide quantifiable advice, automate tax planning processes, and monetize advisory services through detailed cash flow and tax flow reports. - Progress: Includes more than 25 templates and tools for impactful year-end reporting, such as benchmarking client performance against ATO data, summarizing group positions, and automating annual meeting agendas to enhance client relationships. Primary Value and User Benefits: ChangeGPS addresses the common challenges faced by accounting practices, such as time constraints, inconsistent processes, and difficulty in monetizing advisory services. By providing a suite of integrated applications, it enables firms to: - Increase Profitability: Standardized tools and automated processes allow firms to efficiently manage workloads, delegate tasks appropriately, and implement value-based pricing models, leading to enhanced revenue streams. - Enhance Client Relationships: Clear communication templates and structured advisory reports help in setting accurate expectations, delivering consistent advice, and building trust with clients. - Save Time: Automation of routine tasks, such as generating reports and client communications, frees up valuable time for accountants to focus on strategic initiatives and client engagement. By integrating ChangeGPS into their operations, accounting firms can transform their practices, delivering higher value to clients while achieving greater operational efficiency and financial success.