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.