The integration allows SuperMate users to link their site to Smarter SMSF’s platform, view their clients and generate from an initial range of SMSF documents. These documents will be pre-filled with the data from SuperMate, reducing manual data entry errors and saving accountants’ valuable time.
“Through the API, users can now seamlessly order documents, including deed upgrades, pensions, and investment strategies. The functionality enables users to automatically set up a new SMSF into SuperMate, which also incorporates our new ABN/TFN integration,” said Smarter SMSF CEO Aaron Dunn.
In a recent webinar Mr Dunn and Andy Forbes, SuperConcepts chief technology officer discuss the future of the integration, including more document types and pushing both data and documents automatically from Smarter SMSF into the SuperMate system.
“We see some fantastic opportunities ahead with this two-way integration. With an ever-growing number of documents on the platform, accessing the SuperMate integration will save significant time for SuperMate users, leveraging the expertise built into Smarter SMSF’s suite of documents,” Mr Dunn said.
Users of both the new SuperMate and the older desktop based SuperMate Classic can take advantage of this integration. Learn more about the integration here: https://smartersmsf.com/supermate/
For more information about SuperMate SMSF software, visit the SuperConcepts website at https://superconcepts.com.au/software-solutions/smsf-software
