Where we explore the use of the Class integration to order your SMSF documents from within the Smarter SMSF platform.
In this demo, we will be exploring:
- How to connect your Class account in the Smarter SMSF platform
- How the Class integration works to populate information to order documents
- How the one-click new SMSF works to automatically setup the fund, trustee and member details in Class
- How you can add team members to order from the firm’s subscription
- General FAQs about the integration, available documents and options to order (including subscriptions).