We embrace online technologies working with firms to automate the transfer of information from your clients to us. The majority of this information flow is done directly, from your clients financial institution and trading platforms directly into the software.
The class super platform is the Australian standard with integrations with all major banks allowing bank feeds to to import transactions directly from the clients SMSF accounts into our software in real time. Via bank rules these can also be auto allocated in the file to the correct category while feed ins from trading platforms allow dividend and fund statements to auto-import in as well creating a clean audit file ready for the auditor.
For files which cannot be auto imported via Class such as rental statements we use Dropbox, Box or Onedrive to share files directly between your office and our firm reducing the need for endless emails of bits and pieces of data. We can also provide upload only links to property managers to add rental statements monthly to the clients file.
Request a Free Quote
If you’re interested in getting a free quote for SMSF accounting services, simply submit your details and we’ll be in touch within 8 business hours.
You can also email us if you would prefer.