The Intello
Client Portal
SMSF software that centralises all funds, clients, team members and admin tasks
Built for Productivity
Our intuitive web-based solution keeps you on top of SMSF compliance with timesaving SMSF automation features, reports, and client tasks. The Intello Portal is white labelled, so you can brand it as your own. This means you remain central to your client’s relationship while handing off particular tasks to your team, or to Intello’s SMSF experts.
SMSF Automation
Our SMSF Automation features include:
- Bulk processing capabilities
- Tax statement automation
- 200+ data feeds direct from the source
- Online messaging and notifications
Save Time
& Effort
Powered by Class Super, Intello’s Client Portal features a suite of time-saving tools, streamlining your SMSF management.
Automated Preparation
All tax statement data is streamlined, slashing data entry requirements and preparation time for lodgment.
Standardised & Simplified
Bulk process entities and corporate actions, automate income generation, or store documents – all in one place.
Take a Bird’s Eye-View
The Dashboard provides visibility into all funds and SMSF performance from any device.
Drill Down on Detail
Meanwhile, click through to keep on top of every client query, lodgment, or document.
It’s a Flexible Fit
Brand the portal as your own, and we’ll configure it to reflect your firm’s structure.
Key Features
The Intello Client Portal is a flexible SMSF solution that grows with your business, rapidly driving business efficiencies and customer satisfaction. Our SMSF software helps to make SMSF work more profitable by streamlining client services and facilitating admin services to Intello.
One-click actuarial certificates
- We request actuarial certificates directly from the Class software within seconds from leading providers to obtain actuarial percentages.
Automated journal entries
- Automated ‘business events’ removes requirements to complete general journals and multiple transactions, reducing data entry and the risk of errors.
- All transactions have a full audit trail which is easy to trace and simple to reprocess where required.
Automated TBAR Console
- Class’ TBAR Console automatically records events that need to be reported to the ATO, reducing time and effort supporting compliance needs for accountants and their clients.
Income Generation
- Announcements from the ASX and other foreign financial markets are used to automatically generate income, franking credits and withholding tax.
Complimentary Property Valuations
- Integration with RP Data (CoreLogic) provides instant residential property valuations and title searches at no additional cost.
Get in Touch
