Case Study: a client achieves faster SMSF audits and retirement fund management with TatvaSoft Australia’s Online SMSF Audit System

Client launches cloud SMSF audit platform with TatvaSoft Australia, eliminating manual data entry from BGL 360, BGL Simple Fund Desktop and TrustDeed

The client, a market leader in Australian financial software, approached TatvaSoft to develop a new online SMSF audit platform. The challenge was to eliminate time-consuming manual processes for SMSF auditors, who were burdened with physical paperwork, in-person meetings, and difficulty finding qualified auditors. The needed software had to automate audits in compliance with strict Australian standards, integrate with major accounting packages, and provide a secure, browser-based solution for trustees, accountants, and auditors.

TatvaSoft developed the cloud-based Online SMSF Audit System, providing role-based access for partners, auditors, staff, and clients to manage and execute audits digitally. The solution featured automated data fetching from leading accounting software, document uploading, query management, and even online training capabilities. As a result, TatvaSoft's platform created significant cost-savings and accelerated the client's business by providing a richly-formatted auditing tool that allows customers to manage retirement plans with just a few clicks.

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