User Portals and Job Assignment

User Portals and Job Assignment




Sick of wasting time tracking queries and checking on job statuses? With SMSF Sorted Pro’s Job Assignment tools you can track:

-the stage a review has reached
-which staff member is the job is sitting with
-what’s outstanding on the fund.

And there are no limits—you can add as many staff members or users to the portal as you want, with a choice of different roles:
|   Preparer   |   Manager    |    Reviewer   |

With three layers available for each review, you can assign three individuals per fund, and they’ll have the ability to view, respond, attach documents and solve queries in super-quick time. No more email threads that go on for days!

With just a few clicks, you can find out the…
-Who?
-When?
-Where?
-How long?
and 
-What next?
…for each and every job and fund.


To book your free demo  Click here

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