SMSF Documents
by Smarter SMSF · Superannuation administration · Melbourne, VIC, Australia
Automated SMSF deeds, pension and compliance documents
What SMSF Documents does
- Client list to manage your SMSF client documents
- Docflows to create an automated workflow in ordering documents
- Bulk ordering to save time in generating multiple fund documents
- Automated Deed Service to keep your client’s SMSF deeds automatically updated
- CSV import to order documents using data from external sources
- Automated Deed Update Service
What SMSF Documents is used for
- Create and manage SMSF client documents
- Generate multiple fund documents in bulk
- Keep client SMSF deeds automatically updated
- Manage subscriptions and team access
- Automate multi-step document ordering workflows
About Smarter SMSF
Automated SMSF legal document service covering deeds, pension and compliance templates, plus accredited CPD training.
Smarter SMSF in the vendor registry: its products, features and similar vendors.
Also by Smarter SMSF
- CPD Education: Accredited SMSF training courses and webinars
More in this category: Superannuation administration software.
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