We have a thorough Onboarding process, led by a dedicated Onboarding Manager to guide you through the process and train you with how to use the Evolv client portal.
One of the biggest impediments for accountants and administrators looking to change auditors is the concern over the process of migrating their clients’ permanent documents to the new auditor’s system.
As part of our Onboarding process, we will assist with the transfer of client data. We offer a data migration plan to assist in uploading of permanent records and documents onto our Client Portal as we understand that is a major time investment from super administration teams.
This may take the form of enquiry access from your accounting software or document extraction from Cloudoffis or other file managers, zip files or One Drive, for example.
Contact us today to discuss your needs and how our technical expertise and education can help with your SMSF audits
