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User Types

Accountant

Modules	Advantages
Client (CRM)	Easy access to comprehensive client data Links clients and entities to varied levels of access across planner, accountant, client, auditor, broker and dealer group Client insurance details, reports and email notifications Access to clients and all client related parties can be controlled by using permissions
Document management	Instead supports a paperless office by providing a central point to store, view, allocate and forward electronic documents Different parties to the client relationship can be granted varied access Capability for online access to a selected client’s documents Includes emails & files notes Templates can be uploaded and printed after merging with the database using the Documents Generator
SMSF Auditor Portal	Online preparation of audit file Irrespective of the auditor’s office he/she can audit and review specific client files and ATO compliances from one centralised location Query portal for convenient communication between the auditor, accountant, client and financial planner
Query Portal	Easy and convenient communication within Instead Participants including the client can communicate online confidentially without communications being accessible by other related parties Monitoring of queries by due date and email reminders
Client (CRM)	Easy access to comprehensive client data Links clients and entities to varied levels of access across planner, accountant, client, auditor, borker and dealer group Client insurance details, reports and email notifications Access to clients and all client related parties can be controlled by using permissions
Document management	Instead supports a paperless office by providing a central point to store, view, allocate and forward electronic documents Diffenrent parties to the client relationship can be granted varied access Capability for online access to a selected client’s documents Includes emails & files notes Templates can be uploaded and printed after merging with the database using the Documents Generator
SMSF Auditor Portal	Online preparation of audit file Irrespective of the auditor’s office he/she can audit and review specific client files and ATO compliances from one centralised location Query portal for convenient communication between the auditor, accountant, client and financial planner
Query Portal	Easy and convenient communication within Instead Participants including the client can communicate online confidentially without communications being accessible by other related parties Monitoring of queries by due date and email reminders