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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.

ASAP ADVICE

Topdocs and ASAP Advice have combined to provide a solution for unlicensed accountants to enable them to obtain Statements of Advice for SMSFs and pensions, and at the same time, create the necessary documents through Topdocs.

See how Topdocs integrates with ASAP Advice here

AUSTRALIAN BUSINESS REGISTER

Topdocs integrates with the ABR to fully populate your ABN and TFN applications for you when you set up a new SMSF, company or trust. You simply review and print off the application, and submit it online with the ABR, without having to enter any client details.

See how Topdocs integrates with the ABR

BGL – CORPORATE AFFAIRS SYSTEM (CAS) AND CAS 360

Topdocs’ range of integrations with CAS includes the ability to have your new companies automatically created in CAS 360 when you register your companies with Topdocs.

For CAS desktop users, we provide the ability for you to order documents directly out of CAS desktop, as well as providing a CAS desktop company upload file with every company registration ordered – ensuring you won’t have to rekey your company information when setting up the company in CAS.

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)!

See how Topdocs integrates with BGL Simple Fund here

CLASS SUPER

Topdocs has developed a range of integration tools with Class Super, 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 Super.

See how the Class Super integration works here

COMMBANK

Topdocs integrates with the Commonwealth Bank (CommBank) to enable you to have a CommBank Accelerator Cash Account (CMA) application form pre-populated when you order an SMSF through our online Portal. This integration not only populates the CMA application for the entity, but the trustee or director identification forms as well, saving you considerable time in the process!

See how Topdocs integrates with Commonwealth Bank here

MACQUARIE

Topdocs integrations with Macquarie to enable 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

NAB

Topdocs integrates with NAB to enable you to have a NAB Cash Manager Account (CMA) application form pre-populated when you order an SMSF, Company or Trust through our online Portal. This integration not only populates the CMA application for the entity, but the trustee or director identification forms as well, saving you considerable time in the process!

See how Topdocs integrates with NAB 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.