This is the reason WHY Advisor-e was formed in the first place; there simply isn't another software solution designed to help accounting firms achieve the following objectives;

End Game Objective

Advisor-e Feature

What are the common problems our clients are (most) likely to face?
What is our (prepared/packaged) solution for each of these problems?




Who in our team, can deliver the solution?
What is the (structured) learning path for our team to be more capable in future? (Who will be capable, by when?)
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Which of our clients are utilising these solutions?
What has proven to be the best methods of approaching, scoping and delivering these solutions?


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What are the actions/ outcomes achieved by our clients as a result of these solutions?





Who can we collaborate with to get better outcomes for our clients?

​Fully editable document set (start with what we’ve built & make it yours)
Cloned & Branded – always up to date / consistency of team delivery.
Lock n Hide makes it easy to ‘control the reveal’ (maintain privacy / reduce client confusion)
Search & Favourites make them easy to find.

Coffee Cup Tutorials provides 'tips n tricks' 24/7 - help is always at hand.
CPD Log provides the structure and progress report.
Look-Thru layer makes it easy to check on performance.
Career development and team meeting templates support the learning path and ‘tie-back’ to practical service deliveries. (Bottom-up leverage)

Client Service Plan acts as both ‘Orientation & Preparation’ plan & will serve as global client services report source.
Campaign & Total Needs Sales (training & tools) provide 'hierarchy matched' options.
Platinum hr meeting structure highlights ‘what works best’.

Action Plan Reminder automates the ‘who is doing what’ as a result of each meeting and reduces ‘after meeting’ notes/ emails. (Client access anytime)
Global Actions Report summarises all actions, all clients.
API driven Financial Performance reports enable clear evidence of progress.
Revenue Models provide the ‘business variables’ to help prioritise actions.

External Advisor Matrix makes it easy to ‘control the narrative & collaborate’.