Platform features

Take a look at the future of SMSF audits

If you want your business to be more competitive tomorrow, you need a platform that redefines SMSF audits today.

See more.
Do more.

A simple intuitive dashboard gives you complete visibility to help improve your workflow. View the status of each audit, track communication and documents by audit or query, and define roles and access for users. Full transparency means you can identify what still needs to be done and who needs to do it.

  • Prioritise funds for urgent turnaround
  • Customised report generation and download capability
  • Personalised dashboard for each user

The power of intelligence.

Our purpose-built platform has been designed to help you improve your processes by identifying trends in your client base, common breaches and missing documents. Custom reports give you the power to judge both your performance, and ours.

Security first,
second and third.

The security of your clients’ data is paramount, so we use industry best practice security and conduct regular penetration testing to ensure data integrity.

Data that works

for you.

Technology is changing the rules. By incorporating robotics and direct data feeds from the main accounting software solutions, banks, ASIC, valuers, unit registries and land and title registries, not only do you have less paperwork, but your audit is completed faster, at a higher quality and lower cost. It’s a game changer for your business.

Find out how we integrate with your existing processes.  

Working with you