Keep SMSF information in view
Bring information from SimpleFund 360 into AccountKit alongside your other practice connections.
AccountKit + SimpleFund 360
Bring SMSF context into the practice view
Surface SimpleFund 360 information in AccountKit and click through to the applicable client when you need to work in the SMSF platform.
SimpleFund 360Compliance dataConnected to your practice
- 01Find the client in AccountKit
- 02Review the connected fund context
- 03Continue in SimpleFund 360
What connects
What you can do with SimpleFund 360
Return to the applicable client
Use the direct link to open the client in SimpleFund 360 for the detailed fund work.
In practice
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.
A SimpleFund 360 workflow
- 01Find the client in AccountKit
- 02Review the connected fund context
- 03Continue in SimpleFund 360
Your existing software, connected to the client work.
Connection setup
Bring SimpleFund 360 into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your SimpleFund 360 access
Have the person who manages your SimpleFund 360 account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want SimpleFund 360 to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
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.
Can we see SimpleFund 360 with AccountKit before deciding?
Book an AccountKit demo and mention SimpleFund 360. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Compliance data
CAS 360
Surface CAS 360 annual reviews, ASIC payments and other lodgement information in AccountKit, with a direct route back to the client in CAS 360.
Explore integration - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - Documents
FYI
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
Explore integration
Your practice + SimpleFund 360
See how SimpleFund 360 fits your firm’s work.
Bring your SimpleFund 360 setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
