Copilot thinks like a human and functions as a conversational assistant, meaning it is designed to understand questions phrased in natural language.
To ensure the best interaction with Copilot, use clear and simple language. Where Copilot does not return an expected result, you may need to rephrase or add additional context to your question.
In Access HandiSoft Evo, you can ask Copilot questions using the various skills, such as:
Use the Analytics Skill to ask questions about your Access HandiSoft Accounts.
Use the ATO Search to ask questions about ATO website content.
Use the Evo Docs to ask Copilot to find documents stored in Access Collaborate.
Analytics Skill
Show me clients nearing Aged Pension age.
Show me a list of clients with a negatively geared rental property in NSW.
Give me a list of clients with a SAPTO offset code A at T1.
Show me returns not lodged that have a due date within the next 14 days.
How many overdue returns does partner MITCHELL have?
Show me a list of entities no longer on the ATO client list.
Show me individual clients with D5 over $1,500.
Show me clients using the Logbook method.
ATO Search
What are the latest tax regulations affecting business deductions?
What are the changes relating to rental deductions in Victoria?
What is the retirement age?
What are the current rules regarding PSI?
Evo Docs
What is our company's security policy?
What is our long service leave policy?
Show me our standard company project plan.
What is our working-from-home policy?
What procedures do we follow in case of an emergency on-site?