SMSF Dashboard - Administrator
- Logging into the SMSF Dashboard as an External Firm User
- Navigating The SMSF Dashboard - Clients
- Filters & Search Functionality On The SMSF Dashboard
- Audits In Progress - Accountant To Action
- Audits In Progress - Queries & Overdue Queries
- Responding to Queries & Uploading Documents Requested By Your Auditor
SMSF Dashboard - Auditor
- Accessing The SMSF Dashboard - Auditor
- Mapping Statuses To The SMSF Dashboard
- Creating A Query & Notifying The Administrator
- Lodging ACR's
- Creating A Management Action
- Recent Action's - Auditor