Thursday, February 5, 2015

Cleardocs and XPLAN interface integration speeds up document creation

Ercan Barlas - Technical Lead and Project Manager
It’s been a great start to 2015 with the roll out of the Cleardocs and XPLAN interface integration.  The integration is a good example of how we streamline and simplify processes for customers.
From version 2.14 of the XPLAN platform, users can setup Cleardocs as a legal document provider and create prefilled orders with their XPLAN client data.  Currently users are able to generate the following document packages:

  1. Company Registration (includes online registration with ASIC)
  2. Unit Trust –fixed
  3. Unit Trust- non-fixed
  4. Hybrid Trust 
  5. Discretionary (Family) Trust 
  6. Superannuation Trust (SMSF)

We understand that the security of your data is of concern, especially when data is being transferred between two systems.  We have made security a high priority in the development of this integration and put in place all the necessary measures to keep your data safe.
If you are an XPLAN user or plan to be, we hope you enjoy the time saving benefits from the integration.
With eleven months left in the year, keep an eye out for more integration projects we plan to release.


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