Integrations and Add-ons
- Suggestion box
- Webinar - 2022-09 - Understanding the differences in SMSF pension documents
- Resetting integration with Class or BGL
- Setting up BGL integration
- Webinar - 2022-09 - A smarter integration with your BGL software
- Applying a credit card to orders
- Webinar - 2022-09 - Smarter integration with your Class software
- Webinar - 2023-01 - Smarter SMSF Update January 2023
- Setting up Class integration
- Class integration to POST fund documents
- Webinar - 2023-04 - Smarter SMSF update April 2023
- Using BGL integration to order a Smarter SMSF Investment Strategy document
- A smarter integration with SuperMate
- Setting up Box.com integration
- Webinar - 2023-07 - Smarter SMSF update July 2023
- About the CSV import
- Ordering a SMSF Document from the Smarter SMSF Document Platform
- Send to Class - Business Level