SMSF tools built for accountants
Stop chasing trustees for shoeboxes of receipts. Give clients a delightful place to do their own quarterly bookkeeping — then pull clean, BAS-ready exports straight into your annual return workflow.
Multi-fund ready
Switch between client SMSFs with one login. Data stays isolated per fund.
OneDrive audit trail
Every transaction can link to its source receipt in OneDrive — no more 'where's the invoice?' emails.
BAS & annual exports
Quarterly BAS Summary plus annual PDF/Excel exports that drop into your return workflow.