With SMSF Sorted Pro, your management improvement workflow can improve dramatically, saving you time and improving accuracy and consistency.
You know only too well that internal manual review processes are clunky and slow. Upgrading to SMSF Sorted Pro will mean you can avoid:
-duplicating work
-redoing Excel calculations
-workflow delays
-never ending email trails.
A simple tick-box system allows real-time job status updates, plus an integrated comments and queries system ensures up-to-date dialogue and reporting. Completion tracking provides an ongoing timeline, and the system will even generate notifications when a fund is ready for review.