Getting Started with Access Evo - Training Series
ABOUT THE EVENT
Get more from Access Evo Copilot in four practical sessions designed for Access Evo Standard customers. This series walks you through the platform, your included AI skills, and the prompting techniques that turn Copilot into a genuine productivity tool for your practice.
Each 30-minute session builds on the last. You'll start with a platform orientation, explore the five Copilot skills available in your Standard plan, then move into hands-on prompting for Collaborate Docs, Analytics and ATO Research. Every session includes live demos, ready-to-use prompts and a clear action to try before the next one.
Whether you're new to Evo or looking to get more value from features you already have, this series will help you put Copilot to work from day one.
WATCH THE SERIES
Session 1 — Introducing Access Evo & navigating the platform
Meet Access Evo, the AI behind Copilot, and learn your way around the platform. This session covers what Copilot is, how it differs from generic AI tools, and where to find it. You'll leave with the confidence to log in, locate Copilot and run your first query.
Session 2 — What's new: from Evo Base to Evo Standard
Already familiar with Access Evo Base? This session unpacks everything you've unlocked with Standard, including Copilot's five built-in skills (ATO Search, Analytics, Fair Work, Payroll Tax AU and Evo Docs), the Analytics dashboards, and Evo Mobile. See each skill in action and learn what it's best used for.
Session 3 — Prompting for Collaborate Docs & Analytics
Learn how to write effective prompts using the CLEAR framework, then apply it to your most practical skills. You'll work through real prompts for policy lookups, document discovery, WIP trends, debtor insights and revenue comparisons, with time to practise using your own data.
Session 4 — Prompting the ATO Research skill
Put the ATO Search skill to work on everyday compliance queries, from Division 7A explainers to FBT deadlines and instant asset write-off rules. TThe session also introduces a set of prompts designed around the 2026 Federal Budget, built to be saved and re-run each Budget cycle as ATO guidance is updated.