Can I still use my partner integrations (including BGL)?
What integrations are available at NowInfinity and how do they work?
Can I still use my partner integrations (including BGL)?
NowInfinity's SMSF documents integrates with Class Super which allows you to pre-fill documents with information stored in Class as well as add newly established SMSFs to Class Super.
We do not have a current integration with BGL or SuperMate.
What integrations are available at NowInfinity and how do they work?
- XPM
- Daily sync with any mismatches reported in NowInfinity's notification centre (automatic data comparison);
- Users can add newly established entities from Documentation Suite to XPM;
- Users can pull data from XPM to pre-fill application forms in NowInfinity; and
- Address change in XPM will be automatically picked up and flagged in the NowInfinity notification centre for the client to lodge form 484.
- Class (including Class Super and Class Trust)
- NowInfinity's SMSF documents integrate with Class Super and allow you to pre-fill documents with information stored in Class as well as add newly established SMSFs to Class Super.
- MYOB Practice Management
- Work is in progress to bring MYOB Practice Management integration inline with the XPM integration.
- Account Kit
- Ability to pull data from NowInfinity to Account Kit (one-way integration to Account Kit).
- FYI
- Ability to pull documents from NowInfinity to file in FYI (one-way integration to FYI).
- Salesforce
- Ability to push documents from NowInfinity to file in Salesforce (one-way integration to Salesforce).
- Cloud storage solutions such as Google Drive, Sharepoint and Box
- Ability to push documents from NowInfinity to file in Google Drive, Sharepoint and Box (one-way integration to all).
Please refer to the Integrations and Cloud Storage Knowledge Base article for more information.