Home > Why Use Instead
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