Documents read into the client record and filled into your forms
Forms that fill themselves
Form Assistant fills PDF forms from what the client record already holds.
Reports from live data
Income and living expenses reports, built from live transactions.
Trusted by Australian businesses
Stop re-typing what you already have
Details are read once and reused, from the first upload to the finished form.
Document reading
Upload a document and the key details are added to the client record.
Client structure
People, trusts and companies, built from the documents you upload.
Form Assistant
Pick a form and it fills from facts already on the record.
Income and expense reports
Reports built from the client’s connected accounts.
From upload to finished form
Advisor does the reading and the typing. You check the result before it goes anywhere.
Documents arrive through the portal, or you upload them yourself.
Names, incomes, accounts and entities are added to the client record.
Fill a form or build a report from the record, then review it.
Built for the paperwork you already see
Fewer documents to chase, because linked accounts replace statements.
- Payslips
- Income details read and added to the record.
- Bank statements
- Accounts and balances picked up from statements.
- Tax returns
- Income and entity details read from returns.
- PDF forms
- Lender and provider forms filled from the record.
- Trusts and companies
- Entities and the people behind them, mapped from documents.
- Living expenses
- Spending sorted into categories from live transactions.
And many more Australian businesses
