White Labelling, Co-branding and Badging

White Labelling and Co-branding

The Topdocs My Document Portal online document site can be fully white labelled or co-branded for organisations such as:

• Dealer Groups,
• SMSF administrators;
• Legal Practices;
• Document Resellers.

The key features include:

• Simple installation into your own website. Only a single line of code is required to insert your White Labelled or Co-branded My Document Portal into your website;
• Your clients see YOU – the online registration and ordering is from your own website and will show the My Document Portal online document site labelled or co-branded with your logos and colours. Your clients can easily register for My Document Portal on your site as your clients;
• You don’t have to do anything. Your clients can register and order documents from your site without requiring additional input from you;
• You have only the highest quality SMSF, Corporate and Estate Planning documentation and you have the ability to decide which documents you wish provide and display;
• You have significant technical information and checklists available on the portal branded as My Document Portal or fully in your name (not Topdocs) if required;
• You have integration with SMSF Administration, Practice Management, Tax, Financial Planning and Scanning software providers to provide you with pre – filled automated documentation;
• You have excellent profit margins for you as well as very competitive pricing for your clients and the ability to utilise multiple pricelists for different client groups.
• You have 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;
• 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.

White Label Documentation Site

To see how this works in practice click to our Topdocs White Label demonstration site.

Badging

For those clients utilising Topdocs full service documentation the Topdocs SMSF and corporate documents can be badged according to your requirements. For instant download documents there would not be any mention of Topdocs and you would supply your own cover sheets.  For full service documents you would supply your logo any required artwork to Topdocs and we will badge all documents under your label.

More Information about White Labelling, Co-branding and Badging

Topdocs documents and My Document Portal can be re-branded with your own name, logo, colour scheme and service name as you request. This gives you an instant interactive web presence and a renewed marketing strength through which to encourage new referral business. Your clients can also login directly from your own website and even register as new users as your clients.

Topdocs wholesales SMSF, Corporate and Legal documentation, and documentation delivery in a number of ways and with a variety of pricing models for dealer groups, SMSF administrators, Legal Practices or other document intermediaries.  Some of these are as follows:

• Badging – Orders can be placed through our service and documents badged to your livery OR run the online service through your website (co-branded or white labelled as below) and only the full service documents need to be badged.
• Co-branding - Orders can be placed through the My Document Portal service provided on your website. You have the major branding but we supply the document support (co-branded or white labelled as below) but with Topdocs shown as the site administrator for queries and document support, and only the full service documents need to be badged.. Payments are made through the Topdocs payment gateway so that while invoices would still be in your name they will note that Topdocs will appear in the credit card statement. Topdocs will report to you monthly and pay you your share of the document income by direct debit. We provide the payment gateway in this instance.
• Full white labelling – This is similar to co-branding with orders placed through the My Document Portal service provided on your website. The difference is that all branding is in your livery and as far as your clients are concerned you are the document supplier. Full white labelling can also involve you also utilising your own payment gateway if you wish. In this method Topdocs has no presence at all. All invoicing is through your own gateway under your name. Reports generated by the system show all income received by you and the amount due to Topdocs for its share of the document fees. This is paid monthly by direct debit.

The online registration from your own website has exactly the same capabilities as the Topdocs My Document Portal site except for administrator access. New clients can register through your link and they are recognised as your clients in the system. You can determine the price list (or price lists as you can have different lists for different client types) applicable, the documents that your clients have access to, and whether they can access documents in the “Information documents” section. Your clients can partly complete an order and come back to it later, view previous orders and upload SMSF deeds or other documents with orders if required.

Standard payments are made by credit but other methods may be negotiated.

Delivery of instant download documents is, well, instant. Full service documents are delivered by overnight express.  Again they can be stamped under your name.

Pricing

apply if you require all information pages, information sheets, checklists etc to be in your individual livery and name.  Fees are not applicable where the standard “My Document Portal” livery and name apply. Ongoing fees only relate to document fees.

Reducing Administrator and Adviser Risk

Topdocs provides instant download for all documents that don’t have significant legal document risk.  Certain documents such as SMSF deed upgrades, trustee changes and SMSF loan documents involve significant legal risk and so Topdocs only provides these as full service and provides letters of legal oversight. Generally legal document risk for advisers is involved where advisers are making interpretation of legal documents to create a new document or effectively providing advice in relation to the creation of legal documents.  The mere completing of a form whether paper or online is not necessarily providing legal advice but if there is an advice or recommendation element legal risk is involved.

The repercussions of legal risk can be substantial for advisers and if an aggrieved beneficiary or prospective beneficiary decides to sue the Professional Indemnity Insurers of Accountants or Financial Planners are unlikely to stand behind the claim. Where Topdocs provides letters of Legal Oversight our legal Professional Indemnity comes in to play.

Ongoing Updates of SMSF deeds and pensions

All of the SMSF deeds will have their information recorded on our deed database.  This means that deeds can be automatically updated as required.  As we have already undertaken legal oversight, further oversight (on deed upgrades) is not required unless there have been trustee or member changes.  This also means that no order forms are required and there are reduced prices for the subsequent deed upgrades. We also offer individually tailored annual compliance letters.  These legal letters confirm that the particular trust deed (if appropriate) does not need to be updated. 

The data for any SMSF pensions or conversions (whether full service or instant download) is stored in a pension database.  This allows for very simple and cost effective pension resets.

Privacy

Topdocs will complete privacy agreements with all white label and co-branded clients.