Document Management System (DMS)
Document Management System
Imagine an SMSF software where you don’t have to create a separate filing system, the system does it for you. Now that’s savvy!
You can now scan or email documents and upload them into SuperMate via an innovative document management system.
You can add documents singularly, or in bulk across multiple funds. Each document can be linked to a specific fund, member and transaction — and the process can be enhanced by machine-learned automated classification.
Once a document is uploaded and indexed you can choose to make it visible to your clients and advisers via ViewSuper — the portal which provides online fund access.
This system houses all your SMSF-related documents including Microsoft Office documents, PDFs and image files making your separate filing systems a thing of the past.
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