Part 1
Say hello to Access Evo
- Explore your Analytics Dashboards
- Check out your Feeds
- Meet your Copilot
You've come so far - from connecting your data and exploring your dashboards to creating your own Magic Moments. Now your real Access Evo journey begins.
Here, you'll find everything you need to keep discovering Access Evo
You’ve come so far. Let's hear from our Customer Success team about keeping the momentum going:
We're constantly adding new scenarios based on what's working for accountants just like you. Bookmark this page and check back regularly - every week brings new prompts for emerging challenges.
From tax compliance to client advisory, the scenarios that solve tomorrow's problems are being added today.
Everything Access Evo in one place:
Make the Discovery Hub part of your weekly routine - check in every Monday morning to see what's new.
Try these advanced scenarios:
"Show me individual clients with D5 over $1,500"
"Show me returns not lodged that have a due date within the next 15 days"
"Draft a professional client letter explaining FBT rules for meal entertainment. Include current rates, exemptions, and practical examples. Make it clear and easy for the client to understand"
You've completed the Access Evo Academy series, and now we need your honest feedback.
90 seconds. 4 questions. Real impact.
Your insights directly influence what's next for Access Evo. Plus, we'd love to hear if Access Evo has created any "wow moments" worth sharing with other professionals.
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.