Transcript Welcome to the world of cloud SMSF Auditing that

Welcome to the World of
Cloud SMSF Auditing
To Revolutionize your Business
Some Basic Advantages Cloud-Based Auditing
1.
No more time wasted sending emails to Auditors;
2.
No more record storage headaches;
3.
Logical process to deliver documents for a robust, hasslefree financial & compliance audit;
4.
Speed, accuracy, reliable document delivery capabilities;
5.
Peace of mind for that your SMSF Audit was of top quality;
6.
Enhanced profitability for your business due to clever audit
administration efficiencies via a client portal.
Superior document delivery analysis
Secure data storage
Efficient client interface
Excellent service and business outcomes
Cloud SMSF Audits
IMPORT
ANALYSE
REPORT
Trustees, or accountants
can upload or
download
Permanent documents,
data files or other audit
evidence from any
location at any time.
Accountants and their
staff can work from any
location using our
checklists,
working papers – all
accessible online.
All reports and
documents generated
automatically online
with digital auditors
signature and letterhead.
Each team member can
have a unique user ID
so data can
be entered across time
zones and locations
controlled with IP limited
access.
Time taken to complete
accounts is halved
because clever program
ensures that accountant
can control to tailor tasks
to exact requirements of
each fund.
Accountants and trustees
simply login and access
or download Copies or
leave it on the system for
the next 15 years.
CLEVER CONCEPT
Gives accountants
access to a truly
innovative program.
Power to harness the
benefits of working on
the cloud, so you can
integrated all your
accounting functions
with automated ease.
Drastically improve
communication with
auditors and trustees.
Solving queries online
via a tree system.
BRAND BUILDING
Integrate our software
into your own website.
Trustees are able to visit
Accountants website and
are able upload
documents.
Audit evidence can be
uploaded by the
accountant and
accessed by them and
trustees 24/7 from
anywhere.
TOP CLASS AUDIT
Each SMSF audit is
conducted completely
online using a dynamic
checklist – checks 610
issues in total.
Excellent reference
material and legislative
guidance built in the
online software.
GET ORGANISED
1.
Online SMSF Audit will streamline your workflow by making data
management exponentially more efficient.
2.
Cloud based data capture program will enable your business to utilize
casual, ‘off site’ staff to reduce your overheads.
3.
Past inefficiencies and distractions can be overcome, e.g. If a
trustee’s signature is required, they can simply log in, download
provided investment strategy for the fund, sign and upload.
4.
The intelligence of our system makes it simple to track the progress
of SMSF audits. Accountants, their staff and trustees can log in and
find out exactly where an SMSF audit is up to.
5.
The system grants different levels of access to different users. A
trustee can access information about their own fund’s audit. An
accountant can access information about all funds they’ve placed on
the system.
WORK SMARTER
1. Our Client portal can save you time, money and compliance
headaches.
2. Using our expert system will give you the assurance that all audits
fully comply with Australian Auditing Standards (including
GS009), the SIS Act and Regulations, income tax law and other
relevant legislation.
3. Each completed task is highlighted by the program to eradicate
duplication.
4. We have created checklists and templates covering 610 SMSF
issues which the auditor must check, but you do not have to work
your way through all 610 to complete each fund. The SMSF
document manager puts you in control.
5. You can manage your lodgment work flow online for all your SMSF.
6. Automation means you can’t overlook any step in the audit
process: from having a signed audit engagement letter in place
through to automating invoice delivery.
IMPROVE RESULTS
1.
Flawless workflow and superior analysis are commendable, but
relatively worthless, unless you can also efficiently
communicate results with your clients and the ATO, when
necessary. Online client portal does all of that.
2.
Our client portal meets all your client and ATO communication
needs.
3.
All necessary documents including the audit report, management
letter etc are generated automatically and delivered digitally in
a secure PDF format.
DOUBLE EFFICIENCIES
1. Our system is guaranteed to save you time, enabling you to take on
more SMSF clients without employing more accounting staff.
2. In fact, if your SMSF audits are on the cloud, you can cut costs by
employing casual accounting staff with “home offices” or moving some
parts of the accounting process offshore.
3. Secure cloud-based data storage will make your office run more
efficiently and result in more effective communications with associated
auditors and trustees.
4. By using the online document manager you can manage your ATO
lodgment control sheet online via a work flow analysis tool.
5. With all audit reports available online, and correspondence such as
management letters, qualifying audit reports or Audit Contravention
Report you can run a truly paperless SMSF practice.