As we continually seek ways to provide easy-to-use documents and workflows as well as meet your individual needs, we have come up with a way that we think will work best for you.
Introducing our new Create (Document) Packages
Our new CREATE packages are based on only paying for the number of documents you need. With the benefit of having full access to our entire range of SMSF, pension, compliance and legal documents, as well as unlicensed accountants letters and workflows for those that need. (range of over 50 documents.)
Simply determine the number of documents you use annually, then select the monthly subscription package that works for you.
This new way of packaging your documents based on a consumption model will simplify your life, and our integrations with Class and BGL will save you time and money.
- Create25: allows you to create up to 25 of any documents you need, per annum.
- Create50: allows you to create up to 50 of any documents you need, per annum.
- Create100: allows you to create up to 100 of any documents you need, per annum.
- Create250: allows you to create up to 250 of any documents you need, per annum.
- Create500: allows you to create over 500 of any documents you need, per annum.
If you need help to decide on the package that would suit you best, use our easy ‘package table‘ designed to help you find out where you “fit” in the SMSF industry, and help you along the journey to grow your practice into a modern SMSF business.
Upgrade the number of documents you need at any time by sending us an email or upgrading via the platform, during your minimum of 12 months subscription.
Our new packages are available now and ready to purchase.
If you have any questions, please contact us to discuss further.