$0

• 6 AI Tax & Advisory tools with sample figures.
• No saving or PDF download.

$10/month (GST exclusive)

• The same 6 AI Tax & Advisory tools, with your reports saved and downloadable as PDF.
• More AI tools for members (coming soon).
• Cyber Security Awareness Training for Accountants & Bookkeepers (coming soon).
• Secure sign-in with multi-factor authentication.
• Billing starts 1 December 2026.

$100/month (GST exclusive)

• Everything in Member, including the extra AI tools and Cyber Security Awareness Training.
• A Client Portal where you connect up to 5 Xero organisations for CFO Dashboards: Profit & Loss, Balance Sheet, Cash Flow, 3-way forecast, what-if scenarios and tax planning.
• Questionnaire templates for information requests from your clients.
• Secure messaging.
• Document upload and filing.