4. Helping your SMSF clients stay on track
- Dedicated accountant access allows both you and your client complete visibility of the account at any time.
- Our secure online document library is one place for you to store, share and access important fund information. You can add a date stamp, flag documents for audit and share them with your client or their adviser.
- Online access on any device so your clients can stay on top of their SMSF on their mobile, tablet or PC.