My Document Portal

What is My Document Portal?

In its basic form My Document Portal is an online document production software system that enables Accountants, Financial Planners and Individuals to order SMSF, Corporate and Estate Planning documents: The documents can be ordered as either:

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

Some of the features of My Document Portal include the ability to:

• 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)

How does it work?

My Document Portal instructions

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.