We’ve had plenty of requests from members about adding the Box.com integration that will allow you to automatically upload your completed document straight into your box account. We know from Box, you collaborate with your clients to share these files, including using digital signing as well.
To help understand how this integration works, Aaron has created a short video that explains how to setup the connection to your Box account and then save the document to your client folder.
Author: Aaron Dunn
Aaron is a well-known identity within the SMSF sector and is seen as a trusted source for professionals to learn more about SMSFs and the direction of the sector. Aaron's insights into both technical and practice-based issues within the SMSF industry sees him regularly sort out to participate as a key stakeholder across regulatory and policy issues.
As an SMSF specialist and CPA with more than 20 years experience, Aaron is the CEO and Co-founder of Smarter SMSF, a specialist business that provides technology-based solutions to educate, automate and simplify the complexities of SMSFs to accountants, financial advisers.
A lover of sport, in particular AFL football (Essendon) and athletics, Aaron was previously a nationally ranked high jumper having set a personal best jump of 2.14m.
