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TOPDOCS INTEGRATION

Integration provides the benefits of improved efficiency and increased accuracy. That's why Topdocs integrates with a number of industry leading systems to make the process of ordering your documents more efficient and effective. You can learn more about our integration facilities below.

AUSTRALIAN BUSINESS REGISTER

Topdocs integrates with the ABR to fully populate your ABN and TFN applications when you set up a new SMSF, company or trust. After you complete your document order we send you a link to your fully populated online ABN | TFN application - you simply review it and submit it online with the ABR.

See how Topdocs integrates with the ABR

BGL – CAS 360

Topdocs’ range of integrations with CAS includes the ability to populate your company application forms with CAS 360 contacts, then to have your new companies automatically created in CAS 360 when you register your companies with Topdocs.

See how Topdocs integrates with BGL CAS here

BGL – SIMPLE FUND AND SIMPLE FUND 360

Topdocs has developed a range of integration tools with BGL Simple Fund and Simple Fund 360, enabling you to use the data you already have to pre-populate your online application forms (Simple Fund 360 only) and to even order SMSF deed updates without completing a single application form (Simple Fund and Simple Fund 360)! We can also automatically create your new SMSFs in Simple Fund 360 for you

See how Topdocs integrates with BGL Simple Fund here

CLASS

Topdocs has developed a range of integration tools with Class, enabling you to use the data you already have to pre-populate your online application forms and to even order SMSF deed updates without completing a single application form! Our integrations also enable you to order your SMSF establishment documentation online with Topdocs, then to have the new Fund automatically set up in Class.

See how the Class integration works here

MACQUARIE

Topdocs’ integration with Macquarie to enables you to initiate a Macquarie Cash Management Account (CMA) application at the same time as establishing your SMSF! Best of all you receive your account number instantly.

See how Topdocs integrates with Macquarie here

SUPERMATE

Topdocs has developed a range of integration tools with SuperMate, enabling you to use the data you already have to pre-populate your online application forms and to even order SMSF deed updates without completing a single application form!

See how the SuperMate integration works here

XERO PRACTICE MANAGER

Topdocs’ end-to-end integration with Xero Practice Manager (XPM) enables you to pre-populate a comprehensive range of company, trust and SMSF online application forms with data from your XPM account. When you set up a new company, trust or SMSF, you can also have the new structure automatically set up in XPM upon completion of your order.

See how Topdocs integrates with Xero Practice Manager here

XPLAN

XPLAN is Australia's most widely used financial planning management tool. XPLAN users can order their documents within XPLAN and have key client information automatically prefill.

See how Topdocs integrates with XPLAN here

For more information about our integration facilities, please call the team at Topdocs on 1300 659 242.