We couldn't wait to tell you - Cleardocs and BGL have integrated!

Sharmistha Bose, Product Marketing Specialist

Earlier in the year when we announced our first partnership of 2015, Ercan Barlas, our Technical Lead and Project Manager, promised you we would be back with more partnerships. We have kept our word.

Cleardocs are pleased to announce a new partnership with BGL, Australia’s leading supplier of superannuation and corporate compliance software solutions.  We have integrated with BGL’s Simple Fund 360.

How does this help you? A seamless integration with BGL Simple Fund 360 allows you to pre-populate the Cleardocs question interface with your existing BGL fund information.  Saving you time and typing.

Currently, users are able to take advantage of the integration when ordering the following document packages:

1.       Superannuation Trust (SMSF) set up;

2.       SMSF borrowing (related party);

3.       SMSF borrowing (bank); and

4.       SMSF Pension Pack.

What is the process?

In order to pre-populate your answers, start a new order on the Cleardocs website and then click on “Use details from BGL Simple Fund 360” when the interface gives you the option to auto-populate your answers. 

The Cleardocs system then:

·         directs you to the BGL website to log in with your credentials and authorise Cleardocs to access your fund information;

·         returns you to the Cleardocs interface and prompts you to choose your preferred BGL fund from a drop down box; and

·         auto-populates the interface with your BGL fund information.

All security measures have been approved by both BGL and Cleardocs to ensure that your details are safe and protected. For privacy reasons, Cleardocs does not have access to any of your BGL login details. BGL only provides Cleardocs with certain contact information.

For further queries about the BGL Simple Fund 360 integration with Cleardocs, please contact our helpline on 1300 307 343 or via email on support@cleardocs.com.

+Cleardocs Thomson Reuters

CLEARDOCS PLATFORM AND MACQUARIE CMA SERVICE INTEGRATION

Vijay Iyengar, Design Analyst

At Cleardocs we are constantly looking to simplify processes and improve the services we provide to our customers.

In mid September 2014, the Cleardocs platform integrated with the existing Macquarie CMA service. This software integration provides pre-population and electronic submission of the Macquarie CMA (Cash Management Account) application  - an important time saving activity for our professional users.

Cleardocs users can initiate the Macquarie CMA process with two of our SMSF products.

• Superannuation Trust (SMSF)
•  SMSF set up + register Corporate Trustee

Users can opt to initiate an application for their Macquarie CMA directly when completing an order.

If you do not have a “Macquarie Company Code” or hold an AFSL, a CMA application will be submitted to Macquarie in the form of an “Expression of Interest”, upon which Macquarie will send an email to applicants to finalise the application. If you hold a valid AFSL, then you will be directed to the Macquarie website to finalize their application.

Once you complete your Cleardocs payment, you can submit a CMA application to Macquarie by entering ESI credentials.

ESI credentials are comprised of an authentication code paired with an authentication password issued by the Macquarie Adviser Services (MAS) to Macquarie website users.  It is used by external systems to authenticate when using ESI services on behalf of a user. An ESI configuration on the MAS website is essential to be set up by the user, in person, before initiating a CMA application through Cleardocs.

GETTING ESI CREDENTIALS FROM MACQUARIE

On the MAS website in the “ESI setup” screen, click on the link to generate authentication details. A screen prompting for the Macquarie Access Code( MAC) to authorize the setup is shown.

An authentication code and password are generated and displayed. Record this in a secure location. All subsequent web service calls from Cleardocs will use them to authenticate.

These details are valid only for a year. They will expire thereafter and no longer be usable with Cleardocs.

SECURITY

We care about the security of your data, and security has been a high priority in the software development process. We are proud that we are fully compliant with Macquarie security requirements and have taken all the necessary measures to keep your data safe. 

+CleardocsThomson Reuters