How can TaxPlan by ChangeGPS improve your client communications throughout the year? Join Scott and Aaron to go through how you can add value to your clients, Whether it is communicating the tax effect of CGT or when they need to make their payments to the ATO there are multiple ways to guide your clients.
Agenda
Year Round Resources
TaxFlow Report - Automating your PAYGI details
Multiple ways to use Scenario Comparison Report for your clients
Advanced Reports that your clients need now!
Presenters
Scott Peeler-Hammond
New Member Consultant
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.
Aaron Hart
Member Success Manager
Aaron previously worked as a Senior Business Analyst, working across cross-functional teams to develop and implement strategic plans to improve efficiency and profitability. Aaron is excited to apply his wealth of business development and customer success knowledge to ChangeGPS, and support our customers in finding the best solutions for their business needs.