Upload client documents and create shared document records
Upload client documents and create shared document records
Your SMSF client documents often sit unfiled across drives, delaying compliance and audit prep. This centralises files into client folders and creates linked records so staff access them same day.
Overview
Unfiled client documents slow compliance and make audits painful. This flow moves each uploaded file into a client folder, creates a permanent copy, and records the link so your compliance and admin staff can find files the same day.