If you need SMSF software that centralises all funds, clients, team members and admin tasks, you’ll love Intello’s Client Portal.
Advanced, yet user-friendly features are powered by Class Super, Australia’s first cloud-based SMSF administration software solution.
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.
Our SMSF Automation features include:
- Bulk processing capabilities.
- Tax statement automation.
- 200+ data feeds direct from the source.
- In-app messaging and notifications.
SMSF Software that saves Time and Effort
Powered by Class Super, Intello’s Client Portal features a suite of time-saving tools, streamlining your SMSF management.
Automated Preparation of Tax Statements
All tax statement data is streamlined, slashing data entry requirements and preparation time for lodgment.
Standardised, Simplified Administration
Bulk process entities and corporate actions, automate income generation, or store documents – all in one place.
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
- Request actuarial certificates directly from the portal in just seconds. Request from leading providers to receive actuarial percentage and supporting documentation in moments.
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.