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INTEGRATION CAPABILITIES

Topdocs is an innovator when it comes to providing efficient ways to order your legal documentation.

We’re always looking for ways to make the ordering process easier and faster for you. To this end, we have developed a number of unique integrations with Australia’s leading financial planning and accounting service and software providers to make the process of ordering your documents quick and easy!

Do you utilise any of the services or software below? If you do, ordering your legal documents just got easier!

  • Australian Business Register
  • BGL Corporate Affairs System
  • BGL Simple Fund
  • BGL Simple Fund 360
  • Class Super
  • Commbank
  • NAB
  • Macquarie
  • SuperMate
  • XPLAN

AUTOMATIC POPULATION OF YOUR ABN AND TFN APPLICATIONS

Applying for an Australian Business Number and Tax File Number with the ATO can be a time consuming process.

What if we could give you back the time it takes to apply for an ABN and TFN when you set up a new trust, SMSF or company?

Well the great news is – we can. Topdocs, through our link with the Australian Business Register, now automatically pre-populates your entire ABN and TFN application for you as part of our online application, free of charge, when you set up your new trusts, SMSFs and companies with us. Imagine the time savings!

You simply review the ABN application online and submit it – without having to enter any client information!

  • Call us on 1300 659 242 to find out more!

PRE-POPULATING YOUR ONLINE ORDER FORMS

If you use BGL Corporate Affairs System (CAS), BGL Simple Fund 360, Class Super, SuperMate or XPLAN you can pre-populate your Topdocs document order forms with the information you already have in your software – meaning you won’t have to rekey client information!

In some cases, you won’t have to key in any data to complete your order!

You can find out more about our integration facilities below:

UPDATE YOUR SMSF DEEDS 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 unproductive.

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the process of updating deeds gets put in the ‘I’ll do it when I have time’ pile, which can lead to deeds becoming out of date.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 BGL, Class Super and SuperMate to create an amazingly efficient way to order your SMSF deed updates utilising the fund data already stored in these accounting systems.

Our deed update integrations with BGL, Class Super and SuperMate mean you won’t have to retype any Fund details when you update your deeds – meaning no more order forms!

You will be amazed at how quick and efficient this will make the process of updating your deeds.

CASH MANAGEMENT ACCOUNT INTEGRATIONS

Topdocs has integrated with leading cash management account (CMA) providers to enable you to create a Macquarie, NAB or CommBank CMA application at the same time as setting up your SMSFs, companies and trusts.

Our Macquarie integration provides you with an instant CMA account number and pre-populates the online Macquarie CMA application form when you set up a new SMSF, while our NAB integration pre-populates both the CMA application form and the trustee identification forms for you to lodge with NAB when you set up an SMSF, company, unit or discretionary trust.

Our integration with CommBank enables you to have a Commbank Accelerator Cash Account application form and trustee identification forms pre-populated for you when you order your SMSFs through our online Portal.

  • Call us on 1300 659 242 to find out more!

INTEGRATING WITH TOPDOCS

If you would like to integrate with Topdocs so your users can order quality Topdocs documents quickly and easily through your software, please contact Michael Spakman at Topdocs on 1300 659 242.