Help Videos

Getting Started

• The Dashboard (GS1)
• Adding Clients (GS2)
• Navigating the My Files Page (GS3)

SMSF Audit and SMSF Administrators (Australia Only)

• SMSF Fund List Import (SMSF1)
• BGL Desktop Trial Balance import (SMSF2)
• Importing an SMSF Trial Balance via Integration (Class) (SMSF3)

SMSF Audit (Australia Only)

• Creating SMSF Administrators (SMSFA1)
• Administrator Users and Administrator Portal (SMSFA2)
• Creating an SMSF Audit File (SMSFA3)
• Streamlining the Audit (SMSFA4)
• Customising and Completing the Audit Program (SMSFA5)

Engagement File

• The Engagement File Explained (EF1)
• Working with Supporting Documents (EF2)
• Working with Review Points (EF3)
• Using the Workflow Diagram (EF4)
• Copying Workpapers from Other Files (EF5)
• File Completion (EF6)
See all 17 articles

Workflow Manager

• Using the Workflow Manager (WFM1)
• Creating Custom Workflows (WFM2)