iscoverTopdocs and Class Super have released two new integrations designed to dramatically reduce the time it takes users to set up an SMSF.
Topdocs, Class announce new integrations
10 February 2015
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4 minute read
The new integration will mean practitioners will not have to manually set up new funds in Class if they order their SMSF establishment documentation through Topdocs. The new fund will be instantly available in Class Super, and will contain all of the fund, member and trustee details.
In addition to this functionality, Class Super users will also be able to populate their document order forms with the fund information already stored in Class Super.
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Topdocs director Michael Spakman said Topdocs is also finalising a new integration for Xero users, meaning they too will be able to prepopulate their company, trust and SMSF orders with client information stored in Xero.
“These integrations have been developed to reduce the time it takes advisers to set up new structures, freeing up their time to focus on more important things, such as the provision of client advice,” said Mr Spakman.
Class Super CEO Kevin Bungard added that the new integrations will be a boost to practitioners’ efficiency.
"Topdocs are a leader in integrated SMSF services - they understand the workflow and the efficiency required for dealing with SMSFs in bulk. The latest release from Topdocs extends that same efficiency and expertise to setting up new SMSFs," he said.
Topdocs has similar exisiting integrations with BGL and Macquarie.
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