Class Super

INMAN helps customers who use Class Super to process SMSFs and need to integrate those activities with their Accounting Practice. 


ATO
INMAN integrates with the ATO's systems so that the customer account gives a single view of the account, including reporting the ATO's outstanding requirements on Income Tax and Activity Statements. INMAN also integrates with ABN / ACN Lookup tools to assign / check ABN / ACN registrations in the CRM. 


While Class helps with the details of an investment, it remains necessary to store your documents

SMSF

in folders. These documents can be in Google Drive, Dropbox, Box etc. INMAN runs code to discover new Funds in Class and automatically sets up a Customer Relationship Account in the Customer Relationship Management ("CRM") application that it hosts. INMAN automatically creates and displays the folders with those documents in the CRM.


INMAN sets up and maintains CRM Contacts such as Members and Trustees so that they are easy to connect through the CRM. Other information such as customer payment history can be integrated from Xero, along with service delivery performance from applications such as WorkflowMax or Xero's Practice Manager.