Overview
Digital advice fintech that enable accessible advice through integrating its solutions for financial professionals and their clients to provide maximum value to their clients with minimum effort.
Integration
The digital SMSF Check-up Report provides helps Class Super clients to streamline SMSF reporting by producing a strategic assessment of an SMSF’s financial, compliance and wealth status, including performance, maximising efficiencies for accountants and SMSF administrators.
In just a few minutes, the platform can produce a detailed strategic assessment of an SMSF’s financial (incl. performance), compliance & wealth status, via the generation of the platform’s factual ‘SMSF Check-Up Report’. The accountant is not required to be licensed to use the factual report.
How to establish the integration
To configure the integration from accountantsGPS, simple head to www.app.accountantsgps.com.au and follow the steps to create an account.
One of the registration steps will ask you to select ‘Class’ as your administration software at which point you will be asked to enter your Class login credentials to connect your account. Grant access to your Class data for the business you want them to be able to access. Once completed, you should have access to all of your fund data inside the accountantsGPS application.
Granting access to the accountantsGPS application - scopes
You will be asked to grant permission to your Class data. See API Access to Class data - Partner Applications for details. The following scopes will be requested by the accountantsGPS Application:
- Know your identity
- Read your business information, basic information, email address, address and phone number
- Read and modify all fund information
- Access your data while you are not logged in to Class
Revoking access from the accountantsGPS application
See API Access to Class data - Partner Applications for details on how to revoke access.
accountantGPS support
accountantsGPS offers a full ‘done for you’ onboarding and training program, to help you set up your account, choose the right subscription, and ongoing support. Once you create an account their onboarding specialist team will contact you to organise a catch up.
You can email support@accountantsgps.com.au for support.