Onboarding FAQs

 

Why do some of my Annual Statements have the status ‘Not Received’

When your ASIC EDGE credentials are saved to your NowInfinity account and your companies have synced to NowInfinity, some Annual Statements that have already been received in ASIC portal or your previous corporate compliance software may not be received in NowInfinity again.

If an Annual Statement for a company is ‘Not Received’ and you would like to generate a copy of the Annual Statement, please see the following article.

How to remerge Annual Statements.

 

Is e-signing included on my NowInfinity account?

Your NowInfinity account is already set up with e-signing, however if you would like to connect your custom DocuSign account, please see the following article.

How to connect a custom DocuSign account

 

How do I allocate an Account Manager to my companies in Corporate Messenger?

Allocating an Account Manager to a company is a great way to organise your companies list. 

Please see the following articles for more information. 

What is the role of the Account Manager?

Update the Account Manager for multiple companies

 

How do I add pins to a company

Saving pins to a company is a great way to display key information regarding a company and grouping companies.

Please see the following articles for more information. 

How to use Pins

 

How do I load my Historical Data?

NowInfinity offer Historical Data Imports for clients coming from specific outgoing software providers for more information please see Getting Started with Transitions

 

Can I email you my data?

We strongly recommend you should not send client information via email. We recommend you talk to your onboarding specialist to receive a log-in to our secure data transferring platform.

Can the transitions team load my Trusts to Trust Register?

Please note Trust Register is only available for full subscription clients.

The transitions team will load your trusts to trust register if the trusts are in the files provided from your outgoing software we recommend you review the files in Transferring your Historical Data (Section) to ensure that this is eligble. We do not offer a service of manually loading your trusts to trust please follow steps in article How to import Trust on Trust Register

Can the transitions team load my SMSFs to SuperComply?

Please note SuperComply is only available for full subscription clients.

The transitions team will not load SMSFs to your SuperComply unless your outgoing software allows for this please see Transferring your Historical Data (Section).

For more information please see Importing Funds into SuperComply for more information 

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