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