Elite Evo Features

Elite Evo brings AI directly into your existing workflow — no new system to learn, no disruption to how you work. You get a smarter, more connected platform that surfaces your client and tax data in ways that save time, reduce errors, and help your practice take on more without adding headcount.

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How Access Evo elevates Elite

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

Keep track of income tax lodgments

Confirm and keep your ATO client list up to date

Keep track of FBT forms and lodgment statuses

Keep track of Activity Statements and statuses

* After connecting your HandiSoft data. Excludes HandiSoft Online ODB version

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Preparing a Tax Summary using Xero Tax Data

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Adding user rights to edit your firm's system of quality control

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Staying TASA compliant

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Copilot

An intuitive chat-based AI assistant powered by Microsoft Open AI and privately hosted by Access to keep your data safe and secure. It’s your digital assistant improving your working day by providing intelligent insights, answering queries and suggesting actions based on the right context, without the wait.

Copilot makes it easier to gather information and execute tasks efficiently. Everything from practice policies to financial queries and smart email suggestions can be done in an instant.

Built in AI skills

Analytics skill: Ask questions of your client and tax connected data. For example - “provide a list of clients who have rental properties with deductions less than $50,000” or “provide a list of companies with ultimate holding company located overseas”
Industry skills*: Ask questions of the ATO website or research ATO rulings in natural language from within the product and on mobile via the mobile Evo app. Copilot is specifically trained on the ATO site and ATO legal database and won’t return data from random sites
Industry skills include: ATO, ATO Research, Employment New Zealand, Fair Work, Inland Revenue NZ, Long Service Leave (AU), NZ External Reporting Board, Payroll Tax (AU), Tax Practitioners Board and Web Search

(*) Industry skills are limited to 400 messages per user per month

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Feed

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.

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MyEvo

Your 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.

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Spaces

Spaces 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.

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Mobile

Evo in your pocket, all of the applications can be accessed on a mobile phone, including Copilot and Feeds meaning you can ask questions of data while on the go.

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Engage

Keep your team connected and motivated with Engage — built into your Evo platform so there's nothing extra to set up.

Centralise team communications so nothing important gets lost in email
Track engagement trends over time and act on real data, not guesswork

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Analytics

Get insights at your fingertips with Analytics

A powerful and flexible analytics tool that pulls data from Elite(*) and provides preconfigured views and dashboards

Multiple data views and insights
Preconfigured Dashboards including Tax Lodgment, Tax ATO Client List and Activity Statements
With Copilot, simply ask questions of your data as you would when speaking with a colleague.

(*) Initial release connects to your Client List and Tax module

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Collaborate

Engage and reach your entire team with Collaborate

Connect your team with our powerful collaboration tool. Perfect for internal practice document sharing and task management.

Set up sites for sharing and manage access to content
Simplify communication across your practice to improve employee experience and retention
With Copilot you can ask questions and get specific answers from the documents stored

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Learning Lite

Provide impactful learning experiences with our Learning Management System. Allocate training and track completion for your team. Included for Elite users:

10 corporate training courses including vital issues such as wellbeing, internet security and remote working
All your Evo product training

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Applause

Applause makes it easy to build a culture of recognition inside your practice.

Send instant peer-to-peer shoutouts to celebrate effort, milestones, and wins
Managers can highlight contributions publicly, so recognition isn't just top-down
Feeds directly into your Evo platform, so recognition is visible across the team

Optional upgrade: Extend Applause with Rewards to attach financial or non-financial incentives to recognition - giving your team something tangible to work towards.

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Members

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.

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Third Party App Integrations and Analytics

Connect 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

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Need help with Access Evo implementation?

We tailor services and support to help you implement, optimise and future-proof your Access Evo solution.

Explore our Access Evo Services Catalogue

Elite Evo FAQs

What is Elite Evo and what are its key benefits?

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.

Open your client tax data to the possibility of generative AI in a secure way.
Gain insights from Tax Analytics.
Motivate, connect and align colleagues, to get everyone growing in the same direction with employee recognition and engagement apps.
Research and ask ATO questions including private rulings on a trained AI model.
Store and collaborate on documents internally and find information you’re looking for in seconds.

Is Access Evo a required part of Elite software?

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.

I don’t want to use AI, do I still need to pay for it?

Access Evo is included in your Elite subscription - it's the platform we're building on for all future Elite development, including new features, integrations, and updates. You don't have to use the AI features if they're not right for your practice right now. But because Evo is where the product is heading, you'll have access to everything when you're ready, with no additional step to get started.

Where can I learn about the latest product updates for Accountants using Access Evo?

Product updates and release for Accountants can be found here.

How does Access safeguard customer data with Access Evo?

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.

Will Access Evo features keep my information confidential and what happens to the information I upload?

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.