Evolv White is a SMSF audit platform and compliance tool, that can integrate with the Class platform, allowing users to securely share fund and business data, streamlining workflows and improving efficiency.
Introduction
The integration connects Class data with Evolv White, enabling accountants, auditors and administrators to automate audit processes, generate lending quotes and better manage compliance.
How to establish the integration
- Navigate to the Evolv White website or application.
- Locate the Connect to Class or Authorise Class Access button.
- You will be redirected to the Class login page.
- Log in with your Class credentials and click Allow Access.
- You will be redirected back to Evolv White and see a confirmation message once the connection is successful.
Authorising Evolv White with Class APIs
- First, to begin the authorisation and connection process between Evolv White and Class APIs, navigate to Evolv White's client portal at: https://evolvap.evolvsuper.com.au/
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When you are at the Evolv Client Portal, navigate to 'Jobs', search for the desired Client and press ‘Edit Client’ which will bring up a pop-up window.
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In the new window, navigate to the API Authorisation tab and click on the desired option to re-authorise API.
- After clicking on the desired link, you will be led to the Class website where you will need to use your Class login credentials to re-authorise the API.
If at any point you want to revoke Evolv's integration with Class please refer to API Access to Class data - Partner Application.
Once connected, you can view and import fund data from Class.
Revoking Evolv White access
See API Access to Class data - Partner Application for details on how to revoke access.
Contact Support
For further assistance with the Evolv White Integration email support@evolvwhite.com.au for support.