icon-client-reporting_white-2 Client reporting

Automate and customise reporting for different clients and associates

  • All compliance reports required by the ATO such as member and operating statements, statements of financial position, and tax returns.
  • Other reports including detailed capital gains worksheets for both realised and unrealised gains, general ledger, asset allocation and investment performance reports.
  • You can customise reports for different clients or associations like auditors and financial advisers. For example, as a single job, you could produce one simplified pack for client signing, a second detailed pack for the client and a third for the auditor.

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