Accessing The SMSF Dashboard - Auditor

The SMSF Dashboard will give you insights into files that are in progress or awaiting action with any of your SMSF Audit files. To access this, simply follow the steps below:

Log In & Access External Firms 

1. Log into the platform using your normal credentials

2. Once logged in, on the top navigation bar, click on the My Files dropdown menu and select External Firms;

Locate and Access the External Firm

4. Locate the external you wish to access, move your cursor over the external firm heading and click the SMSF Dashboard button on the right-hand side 

Note: The SMSF Dashboard button is hidden until the user hovers over the external firm heading.

Important: The user must have the View External Firms permission enabled for the button to be visible.

Open the SMSF Dashboard

5. Upon clicking the dashboard button a new tab will open with the SMSF Dashboard Login screen

Log In to the SMSF Dashboard

6. Enter the email and password associated with your firm user account.

Note: You will need to login again to access the SMSF dashboard

Access the SMSF Dashboard

7. Upon successful login, you will be directed to the SMSF Dashboard landing page.