We hope you've had a chance to explore your Analytics Dashboards, check out your Feeds, and meet your Copilot from last week's tasks.
This week, we're building on those foundations to help you unlock even more powerful capabilities that will transform how you serve your clients.
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Part 2
Part 3
Part 4
Everything you need to keep discovering Access Evo
First, let’s hear from our Access Customer Success team about taking your Access Evo skills to the next level
Check your dashboards with your morning coffee and let data guide your day.
Encourage everyone to ask questions as practice builds confidence.
Use your Access Evo insights for more personalised, meaningful touchpoints with your clients.
Establish procedures that make Access Evo a seamless part of how you work.
Keep progressing through the self-paced Learning Courses you started last week. As you build familiarity with the features, focus on integrating them into your daily routine rather than just exploring them.
4 Simple Rules for Better AI Prompts
Pro Tip: The more context about the client's situation and your specific needs, the better guidance you'll receive.
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.
Check out this week’s new content specifically designed for accountants building their Access Evo expertise.
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.
