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.
REQUEST YOUR FREE TRIAL