Congratulations on elevating your tax and compliance workflow with Access Evo, your intelligent partner in modern accounting
This week, we'll get you started on everything you need to supercharge your practice.
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Everything you need to keep discovering Access Evo
You’re now set up and ready to experience Access Evo, your powerful AI-enhanced platform designed to streamline your operations, reduce manual effort, and unlock deeper client insights.
We will be sharing with you over the coming weeks tips and resources to get your practice flying with this Access Evo Academy Series.
First, let's hear more from the Access Customer Success team on your journey ahead with Access Evo:
See your business data come alive
Start with the basics, action what is in there now
Try asking some questions, view our prompt guide below if you need help
We recommend that you complete the Learning Courses available to you in Access Evo Learning. Our course covers everything you need to get started with Access Evo, including how to use the Analytics Dashboards and Feeds.
Take a look at our Learning Journey video to see how quick and easy it is to master the essentials of Access Evo
We are all learning the skill of how to write an effective Copilot prompt – to help you with some ideas, we have created these real-life Copilot prompt scenarios that you can try in Access Evo today – keep this one bookmarked as we will continue to grow this prompt library.
We have Customer Support and Professional Services ready to assist!
No matter where you are in your Access Evo journey, we can tailor our services to help you and your team get the most out of Access Evo.
If you are having any problems with your Access Evo set-up, or you have connected your data, and something does not seem right – raise a support ticket and our team will assist.
The Discovery Hub, available in Access Evo, brings together the latest Access Evo features, events, customer spotlights, learning, and best practices in one easy-to-navigate space. It is designed to help accounting professionals master Access Evo.
Log in to your Access Evo account using your credentials.
Once logged in, click on the Access logo at the top-left corner of the screen.
From the menu, select the Discovery Hub icon to access it.
*Copilot, Analytics and Feeds are only available with Access Evo Standard and Advanced plans.
From basics to practice insights
