External Firm Portal

The "External Firm Portal" (previously known as the SMSF Administrator's Portal) is now available for Audit and SMSF file types. This feature enables the Auditor to communicate and collaborate with an external firm. The Portal also includes the new “Digital Document Transfer” feature which enables the External Firm User (Administrator in Australia for SMSF) to transfer supporting documents from their own MyWorkpapers client to the Firm Portal and make the documents available to the Auditor.

External Firms and Users

External Firm Queries Workpaper

External Firm Portal

Digital Document Transfer