Surface SimpleFund 360 information in AccountKit and click through to the applicable client when you need to work in the SMSF platform.
What the integration does
Keep SMSF information in view. Bring information from SimpleFund 360 into AccountKit alongside your other practice connections.
Return to the applicable client. Use the direct link to open the client in SimpleFund 360 for the detailed fund work.
Move from the practice view to the fund work
Use AccountKit for the wider client context and follow the connection to SimpleFund 360 when you need the fund detail.
Find the client in AccountKit
Review the connected fund context
Continue in SimpleFund 360
What it doesn’t do
SimpleFund 360 remains the SMSF administration platform. This connection is not a replacement for preparing the fund’s accounts in that system.
Does this also connect CAS 360?
CAS 360 is a separate AccountKit integration for company compliance information. Connect it separately if your firm uses both BGL products.