NEWS

Topdocs has announced the release of its new integration with Xero Practice Manager (XPM) which enables users to enjoy seamless data sharing between the two platforms. The new integration gives users the ability to have their new companies, trusts and SMSFs automatically created in XPM when the establishment documents are…

Topdocs has announced they have extended their range of integration tools to include new integration with BGL’s cloud company compliance software, CAS 360. The new integration, available via Topdocs’ online platform, enables users to register a new company with Topdocs, and have the company instantly set up in CAS 360…

Topdocs has teamed up with SuperMate to release a new integration which enables users to generate their SMSF documentation using the fund data stored in their SuperMate account./p> Available via the Topdocs online platform, SuperMate users can now populate their online application forms for new SMSFs, deed updates, changes of…

Any way you can spend less time keying in data is a good thing, right? So here’s an easy way to speed up your document order processing so you can get onto your next job. It’s called Previous Answers. Previous Answers is a simple, time efficient facility that let’s you…

Three easy steps is all it takes to add your corporate branding to your documents – for free! Like the example below, you can add your logo, a coloured side-bar as well as your contact details so when clients receive their structure documents, they know exactly who they’re from! Step-by-step…

Housed in the Topdocs Document Portal, the Knowledge Centre provides a raft of technical information and tools for you to access anytime, anywhere. Easy to use The Knowledge Centre is easy to use and is divided into two key categories - technical articles and web videos. Both aim to keep…

Ordering your SMSF Change of Trustee documentation is now quicker and easier using the Topdocs Document Portal. Previously only available using our paper-based order form, you can now order your SMSF Change of Trustee documents quickly and easily online. Plus we’ve enhanced our online ordering facilities so you can update…

Completing multiple order forms when you set up a structure for a client can be a time consuming process. With Topdocs, you can now order multiple documents in the same order form, online. Combining your document order is easy and a great time saver. When you start a document order,…

The team at Topdocs is very excited to announce new functionality that enables you to order your documents directly from XPLAN or Class Super. Plus, the client data already held in XPLAN or Class Super is automatically prefilled into your document order, saving you valuable time and ensuring information accuracy.…

Our new, unique SMSF deed update and management system simplifies and automates ongoing SMSF deed amendments. Apart from being a great time saver, the Deed Update system provides you the peace of mind that your client’s super funds are being appropriately managed and kept up-to-date. They key features and benefits…