SuperConcepts brings document provider integration with Smarter SMSF

Specialist SMSF administration software providers SuperConcepts and Smarter SMSF have announced an integration between SuperMate and the Smarter SMSF documentation platform.

During a recent webinar, Andy Forbes, SuperConcepts Chief Technology Officer and Aaron Dunn, CEO of Smarter SMSF, demonstrated the integration now available to SuperMate clients. “We’re thrilled about this integration and there’s more on the horizon that will leverage the full power of the SuperMate API. Having an easy, frictionless way to order documents is fantastic for our mutual clients,” Forbes said.

The integration allows SuperMate users to link their site to Smarter SMSF’s platform, view their clients and generate from an initial range of SMSF documents. These documents will be pre-filled with the data from SuperMate, reducing manual data entry errors and saving accountants’ valuable time.

“We are excited about the launch of our new partnership with SuperMate. Through the API, users can now seamlessly order documents, including deed upgrades, pensions, and investment strategies. The functionality enables users to automatically set up a new SMSF into SuperMate, which also incorporates our new ABN/TFN integration,” mentioned Dunn.

In the webinar, Forbes and Dunn also discussed the future of the integration, including more document types and pushing both data and documents automatically from Smarter SMSF into the SuperMate system.

According to Aaron, “we see some fantastic opportunities ahead with this two-way integration. With an ever-growing number of documents on the platform, accessing the SuperMate integration will save significant time for SuperMate users, leveraging the expertise built into Smarter SMSF’s suite of documents.”

Users of both the new SuperMate and the older desktop based SuperMate Classic can take advantage of this integration today. Learn more about the integration here.