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Legal document provider Topdocs has announced a collaboration with CBA to enable advisers to populate a CBA cash account application at the same time they establish an SMSF for a client.
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Topdocs announces new integration
18 February 2016
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7 minute read
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Topdocs director Michael Spakman said the new feature is all about saving advisers time when ordering their legal documents.
“Our goal is to provide advisers with quick and easy access to quality legal documents,” said Mr Spakman.
"Creating time-saving integrations with widely used industry providers such as the CBA enables us to provide great efficiencies for advisers when ordering their legal documents, enabling them to focus more on income-producing work and less on administration."
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