Customer Relationship Management
View and manage client funds, tax lodgements, and fund status and setup options
Accountants
Financial Advisors
Stock Brokers
View and manage client funds, tax lodgements, and fund status and setup options
Use our simple and intuitive SMSF accounting software to complete and lodge your practices SMSF accounting work, with direct tax lodgements with the ATO porta
Our SMSF Audit software is simple and intuitive for auditors. It contains the audit report, management letter and a folder ledger to identify fund documents and complete SMSF fund audits
The client view portal, allows your clients to view their investments: Property, shares, ETF’s and their cash balances. Our system allows clients to start their SMSF Accounting online and manage property services online
* Practices wanting use our software must have 10 funds as a minimum