Online Ordering

Online Ordering through My Document Portal

What is the My Document Portal?

The Topdocs My Document Portal is Topdocs’ online ordering facility. Log in, and you will be able to quickly and easily order a comprehensive range of SMSF, Company and Trust documentation. Through the My Document Portal, you can order your documents as either Instant Download or Full Service:

• Instant Download where your documents can be immediately downloaded from the Portal after payment; or
• Full Service where your documents are ordered online but printed and bound, with legal oversight if relevant, and sent overnight express or couriered to you.

How does it work?

Download the My Document Portal Brochure

Order Now Through My Document Portal

To order documents via the My Document Portal you will need a username and password - Register for Free now it only takes a minute, or Login if you have a username or password already.

The Topdocs My Document Portal is an online document ordering system that makes ordering documents quick and easy! 

Ordering via the Topdocs My Document Portal:

• saves you time - enter names and addresses once, then use them again in different sections of the order form. No need to type the same name a number of times!
• saves you money - save up to 30% off your documents by downloading them as instant PDF's!
• ensures your documents are accurate - your answers are used to populate your documents;
• allows you to receive many of our products as instant download PDFs; and
• allows you to view and download previous orders.
• Register companies online and receive fully tailored company registration documentation (including all relevant constitutions, consents, minutes, applications and certificates) within minutes
• Establish online a full range of SMSF, Corporate and other documents for instant download or full service
• Upload supporting documents that may be required for legal oversight (such as prior trust deeds)

Advanced My Document Portal features:

Through the Topdocs My Document Portal you can have:

• An Online Document Portal for instant ordering of your documents
• Integration with SMSF Administration, Practice Management, Tax, Financial Planning and Scanning software providers to provide you with pre – filled automated documentation
• Fully white labelled or co-branded online solutions for Dealer Groups, SMSF Administrators, Legal Practices and Document Resellers
• An Intranet document solution for Accounting Groups

My Document Portal for SMSF Administrators, Dealer Groups and Document Resellers

Key features include:

• Provides you with a very easy to use, fully operational, high quality personalised document production facility on your own website;
• Only the highest quality SMSF, Corporate and Estate Planning documentation;
• Only a single line of code is required to insert your White Labelled or Co-branded My Document Portal into your website;
• Your clients can easily register for My Document Portal on your site as your clients;
• Significant technical information and checklists available on the portal branded as My Document Portal (not Topdocs) if required;
• Integration with SMSF Administration, Practice Management, Tax, Financial Planning and Scanning software providers to provide you with pre – filled automated documentation;
• Has excellent profit margins for you as well as very competitive pricing for your clients;
• Has full support for the system and all documents (SMSF, Legal & technical support);
• My Document Portal can utilise your payment gateway or ours;
• Maintains an integrated fully secure database to facilitate automated subsequent SMSF deed updates and pension resets;
• The ability to utilise multiple pricelists for different client groups;
• The ability to decide which documents you wish provide and display;
• Previous and Pending order screen for prior or pending order access;
• Client payment options including credit card, direct debit and account;
• Full auditable monthly fee reporting

My Document Portal for Accounting Groups

Key features include:

• Provides you with a very easy to use, fully operational, high quality personalised document production facility on your own website;
• Your own My Document Portal can be utilised nationwide by all of your branches as a consistent, central ordering centre;
• Only the highest quality SMSF, Corporate and Estate Planning documentation;
• Only a single line of code is required to insert your White Labelled or Co-branded My Document Portal into your website;
• Significant technical information and checklists available on the portal;
• Integration with SMSF Administration, Practice Management, Tax, Financial Planning and Scanning software providers to provide you with pre – filled automated documentation;
• Has full support for the system and all documents (SMSF, Legal & technical support);
• Previous and Pending order screen for prior or pending order access;
• Maintains an integrated fully secure database to facilitate automated subsequent SMSF deed updates and pension resets;
• Monthly reporting available.