We have regularly added new features to our SMSF template over the last year. We have summarised the key features for you.
The new Workflow Manager enables clients to see the status of and manage jobs – a time saver for larger firms.
You now have the ability to communicate with multiple Administrators and to choose which auditor or administrator notifications are sent to.
The Lead Schedule Summary enables cascading Sign-off’s.
You can add workpaper hyperlinked references to comments and procedures.
We have improved the functionality around adding supporting documents to workpapers.
You can sign-off with 1-click for additional workpaper types.
Plus numerous other features and improvements to make your life easier and more efficient.
Please refer to our release notes in the help centre for further details .You can also contact our sales team to discuss further: