Leveraging the Class integration for SMSF document orders
In this webinar, Aaron Dunn and David Davine explore:
- How to connect your Class account in the Smarter SMSF platform
- How the Class integration works to populate information to order documents
- How the one-click new SMSF works to automatically setup the fund, trustee and member details in Class
- How you can add team members to order from the firm’s subscription
- General FAQs about the integration, available documents and options to order (including subscriptions).
Watch the webinar:
This webinar was recorded on 2 December 2021.