AI is a game changer, and it’s now part of Elite! With Elite Evo, you control a more powerful, intuitive, and intelligent version of your software, opening up a host of powerful capabilities.
Elite Evo opens up new capabilities within your software - be it desktop or cloud hosted. Elite Evo connects your client and tax data* into one secure platform, and with your own private AI Copilot, enables you to surface it in ways that are more natural to human interactions. It improves efficiency, and reduces human error, helping you take on new and bigger challenges and create opportunities for your practice.
Connected client data populates apps across our ecosystem ensuring you have one source of truth. Engage AML is one of the latest apps in our ecosystem – extending Elite with engagement letters and AML compliance.
(*) Initial release connects to your Client List and Tax module
A personalised feed of tasks that aggregates notifications, tasks, and updates from across your (connected) Access products that understand your role and the tools you use.
Feed is available on products that have been activated to work with Feed, initially Applause, Collaborate, Engage, Learning Lite and Access Financials with more coming soon.
Talk to an Elite Evo specialistYour unified dashboard and home base within the Access Evo platform. It brings all your core activities together in one place: quick access to your Access products, notifications from across your systems, pending tasks and direct access to Copilot and Feed.
Talk to an Elite Evo specialistSpaces are collaborative environments that enhance teamwork and organisation.
Create customised dashboards that you can configure yourself. Track your progress from every angle, with dynamic overviews and relevant applications that keep everyone moving forwards.
Talk to an Elite Evo specialistGet insights at your fingertips with Analytics
A powerful and flexible analytics tool that pulls data from Elite(*) and provides preconfigured views and dashboards
(*) Initial release connects to your Client List and Tax module
Talk to an Elite Evo specialistEngage and reach your entire team with Collaborate
Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and task management.
Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for Elite users:
A directory that gives you a complete view of your practice. See roles, reporting lines and hierarchy at a glance. This makes it easy to identify the right people for projects, improve collaboration and support workforce planning.
Talk to an Elite Evo specialistConnect to 250+ third-party apps. Enabling you to centralise data from multiple sources. Connect, blend and visualise all your business data in a single place. Create custom dashboards or insights with data from your connected Access products.
Requires an upgrade to Pro edition
Talk to an Elite Evo specialistWe tailor services and support to help you implement, optimise and future-proof your Access Evo solution.
Elite now includes Access Evo, incorporating AI features and functionality to extend its capabilities.
Access Evo initially connects to your Elite client tax data, providing AI capabilities and insights. You’ll also have access to additional apps to help you run your practice like a pro.
Access Evo initially connects to your client tax data, providing AI capabilities and insights. You’ll also have access to additional apps to help you run your practice like a pro.
Yes, it incorporates AI and embeds it into our systems for customers who wish to use this capability. We believe Access Evo will enhance user experience and provide additional value to users and the practice using our software, and it will evolve and become the new way you use our software.
Access Evo is now part of the Elite offering. Evo is the platform where we will continue to invest and expand capabilities for Elite by providing connections to additional features and apps.
Product updates and release for Accountants can be found here.
Data security is paramount, regardless of the technology used. All our technology will never compromise data security, and we are offering the use of AI at three security levels:
Our use of AI remains within a private secure environment; no customer data is used in OpenAI systems.
User role-specific AI – the technology can only access data based on existing software permissions and controls.
Each individual’s use of our GenAI capabilities remains personally confidential.
You can learn more about how The Access Group manages and implements security measures with our AI and security first document.
It’s at an entirely individual level, and nobody can see what a user has asked for or what systems they use. However, to allow us to check the security against permissions and controls is in place, we will run random testing, but that will be confidential and unattributed to individuals. In addition, we will run queries past an automated checking system to ensure the use of AI is legal and appropriate to prevent misuse by any user.
Information that you might upload stays within the secure environment and won’t leave the Access infrastructure. No one outside of Access or your organisation will see the prompts, queries or information. We keep each customer’s information independently confidential and secure, unlike open ChatGPT, where any information you input or ask it to reformat will be used by open AI services to inform their future models and will therefore be available to others to view. You need to use a secure system like Access Copilot to protect yourself and prevent your information from being available to the wider internet.
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