Importing clients into SMSF Sorted from another business I have access to in Class

How do I import clients into SMSF Sorted from another business I have access to in Class?

Problem

Our firm has just taken over another Class practice, but they aren't currently using SMSF Sorted. Can I import the new clients into SMSF Sorted?

Resolution

Provided your Class login has access to both businesses, you would go through the same process as importing any new client via Clients > Manage Clients, and click the Import Clients button, selecting Import from Class



Enter your Class login credentials, then click Login



Click Allow access



Select the funds you want to import. The Description field will detail the business name in Class. In this scenario, the user has access to CloudOffis and KCTEST





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