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:
- Company Registration (includes online registration with ASIC)
- Unit Trust –fixed
- Unit Trust- non-fixed
- Hybrid Trust
- Discretionary (Family) Trust
- 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.
No comments:
Post a Comment