Cleardocs Integration

At Cleardocs we are constantly looking to simplify processes and improve the services we give to our customers. That's why Cleardocs provides software integration with industry leading providers such as Macquarie Bank, Class, BGL, Xplan and more. The benefits of integration include improved document accuracy and compliance as well as a streamlined process for the ordering of legal documents.

Thomson Reuters Checkpoint platform

Thomson Reuters Checkpoint is the industry leader providing intelligent information to tax and accounting professionals — including expert research, guidance, technology, tools, learning, and news. Cleardocs integrates with Checkpoint to offer a 'single sign-on' for Checkpoint users by offering Thomson Reuters Checkpoint's clients access to our product range and process.

Macquarie Bank

Macquarie Group is a leading provider of banking, financial, advisory, investment and funds management services. The Macquarie Cash Management Account offers an efficient way to facilitate your investments and has an extensive range of features and services. When you set up your client's SMSF, Company Registration or Trust through Cleardocs, you can simultaneously initiate an application for a Macquarie Cash Management Account on your client's behalf.

NAB

NAB Cash Manager is a cash management account which manages cash flow for investments such as self-managed super funds, shares and property. Cleardocs integrates with NAB so that when you set up your Client's SMSF, we can provide a pre-populated and editable PDF application form for you to complete with your client and lodge with NAB CMA.

Xplan

Xplan provides financial planners and risk managers with a range of integrated tools for client management, business management and financial planning. Cleardocs has integrated with Xplan to provide you with improved document accuracy and compliance. Xplan users will have the ability to create and store legal documents relating to SMSFs and trusts as well as create pre-filled orders with their Xplan client data. This saves valuable time for financial planning and advisory professionals.

Class Super

Class super is the leading cloud software for administration of SMSFs, used by thousands of accountants across Australia. Cleardocs integration allows you to start your Cleardocs order through the Class Shopping Cart. This saves you precious time by pre-populating a Cleardocs order form from your Class account.

BGL SimpleFund360

Australia's leading supplier of superannuation and corporate compliance software solutions. Cleardocs integrates with BGL Simple Fund 360, a state of the art cloud SMSF administration solution. This seamless integration allows you to pre-populate the Cleardocs question interface with your existing BGL fund information, saving you time and typing.

BGL CAS

Also from BGL, Cleardocs integrates with BGL CAS, the world's leading corporate secretarial solution and Simple Ledger. BGL CAS is a fully integrated general ledger with an investment register and asset register with full GST calculation and reporting.

When ordering your company registration with Cleardocs you also get a .CMY file that has all the company information. You can easily upload this file into CAS and your company will be completely set up without you having to type up in of your client’s data.

Your CRM

Do you have your own in-house CRM? Cleardocs can provide you APIs for you to integrate with your company's CRM to help with the process of creating documents. The customer data stored in your CRM can be used to pre-populate Cleardocs orders using these APIs.

Your website with CleardocsPro

Cleardocs pro is a system that puts the Cleardocs order forms into your website. It looks like your site or intranet — with your corporate colours and contact details (and no Cleardocs branding). This means you can direct your clients to your website to start an order for a Cleardocs document package. Your clients complete the base information which you then check and approve. There are no costs to have this set up and no uplift on Cleardocs document fees.