Part 1
Say hello to Access Evo
- Explore your Analytics Dashboards
- Check out your Feeds
- Meet your Copilot
You've got your data connected and you're building confidence with Access Evo.
Now let's show you what 30 seconds can accomplish when you know how to make the magic happen.
Hear from our Customer Success team about maximising your Access Evo capabilities:
Here are prompts you can try today with your connected client data:
"Show me clients with declining profit margins over the last 6 months"
"Which clients haven’t lodged their BAS and what are the penalties?"
"Generate talking points for my client review meeting with [Client Name]"
"Compare [Client Name]’s performance against similar businesses“
Advanced Copilot Skills
Learn the advanced techniques that separate good users from great ones.
Exclusive virtual session. Strictly limited attendance.
Keep progressing through the self-paced Learning Courses you started. Focus on the advanced modules that help you create these powerful 30-second insights consistently.
The Discovery Hub continues to grow with new Magic Moments, advanced techniques, and customer success stories. Check out this week’s new content specifically designed for accountants mastering 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.
Everything you need to keep discovering Access Evo.