NEWS

Topdocs is now integrated with XPLAN, enabling users to utilise client data held in XPlan to automatically pre-populate Topdocs online document order forms. This means easier document ordering, less data entry errors and improved efficiency. Just imagine - you can now complete an SOA and then produce the relevant structure…

You can now promote your brand by putting your logo printed on any order, even instant email orders!We have been branding full service documents for clients for quite some time. We have now developed a solution that enables your corporate logo to be automatically implemented in all of your orders…

Topdocs now provides a FREE range of technical articles, information documents and pro-forma documents in the Topdocs Document Portal. These documents relate to a wide range of topics including Companies, Estate Planning, SMSFs, SMSF Borrowing, SMSF Pensions, and Trusts. To access our range of brochures, information sheets, case studies, rulings…

Topdocs provides larger accounting groups, SMSF Administrators and Dealer Groups with the facility to establish their own document portal. We incorporate their corporate colours and logo so it appears as their very own. We have been busy making improvements to our white-labelling solution so it now includes an introductory video,…

It’s now super easy to update a SMSF deed where the Fund is on the Class Super administration platform. No order forms required! The Topdocs Document Portal now includes an Upload facility for you to import client details from Class Super. Through this facility you can upload a client’s information…

You can now easily convert volumes of SMSF deeds where the Fund is currently on other annual deed update systems. The process is easy to follow and lets you convert multiple Trust Deeds en masse quickly. If you’re considering converting your clients’ Trust Deeds to Topdocs, call us on 1300…

Users of Reward Super’s RSDataWeb will soon be able to automatically and securely generate Topdocs Companies, SMSFs, Trusts, Deeds, Pensions, etc online from inside RSDataWeb. The software integration between Topdocs and RSDataWeb will pre-fill orders or provide automatic full flow through of documents based on data contained via RSDataWeb. Click…

Users of ASIC Paperbuster will soon be able to automatically and securely generate Topdocs Companies, SMSFs and Trusts online from Paperbuster. The software integration between Topdocs and BPS Paperbuster will pre-fill online orders based on data supplied by Paperbuster. For more information, please contact the team at Topdocs on 1300…

Topdocs, in association with Lonsdale Financial Group Ltd and DKN Limited is integrating its document automation system with SMSF Administration platform Class Super to automatically produce SMSF documentation, companies, instant SMSF pensions, trusts and other documents. For more information, please contact the team at Topdocs on 1300 659 242.