CLASS
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Topdocs is the most integrated document provider with Class, providing Class users with enormous time savings when they order SMSF structures through Topdocs. |
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Download our Class integration brochure |
PRE-POPULATE YOUR DOCUMENT ORDER FORMS
Topdocs enables you to pre-populate your SMSF document order forms with the Fund information you already have stored in Class.
Simply select a document to order in your Topdocs account, enter your Class credentials, and we will show you your complete Class fund list. Simply choose the fund you are preparing the documents for and be amazed at how we pre-populate your order form with the data straight out of Class.
INSTANTLY SET UP YOUR NEW FUND IN CLASS
When you order a new SMSF establishment through Topdocs, at the conclusion of your order we can automatically create the new Fund in Class for you in its entirety. All Fund details, including trustee and member names, addresses and dates of birth will be created for you instantly.
ORDER YOUR SMSF DEED UPDATES WITHOUT COMPLETING A SINGLE ORDER FORM
We all know updating your SMSF deeds can be a very time consuming process, especially if you are updating them in bulk. The completion of order form after order form is not only time consuming, but inefficient.
Often this means the process of updating deeds gets put in the ‘I’ll do it when I have time’ pile - which can lead to deeds becoming out of date.
To overcome the time burden of updating your SMSF deeds, Topdocs has worked with Class to create an amazingly efficient integration that enables you to update your SMSF deeds without completing a single order form! Instead, you use the Fund information stored in Class to order your deed updates.
You will be amazed at how quick and efficient this will make the process of updating your deeds.
With a raft of legislative changes having occurred since 2007, now is the time to get your SMSF deeds up to date using this great integration. The process of updating your deeds couldn’t be easier!
MORE INFORMATION
For more information about the Topdocs and Class integration, please contact the team at Topdocs on 1300 659 242. You can learn more about Class and the services they provide here.