Evolv Client Portal Training Presentation

Training Presentation

The purpose of these presentations is to give you an overview of our secure online client portal. The presentation gives you with an insight on how we’ll interact with you via our system and seamlessly meet your SMSF audit needs. Please refer to the relevant video based on your SMSF administration software.

If you use Class for your SMSF administration, please view the following training video. Please refer to the following time stamps for each section:
00:00 Logging in
03:29 API authorisation
04:41 Managing and adding funds and jobs
08:10 Submitting a job
17:33 Responding to queries
21:25 Accessing your audit report
22:30 A few things to note

If you use BGL 360 for your SMSF administration, please view the following training video. Please refer to the following time stamps for each section:
00:00 Logging in
03:35 API authorisation
05:12 Managing and adding funds and jobs
08:36 Submitting a job
17:58 Responding to queries
21:30 Accessing your audit report
22:34 A few things to note

If you use other SMSF administration tools, please view the following training video. Please refer to the following time stamps for each section:
00:00 Logging in
02:44 Managing and adding funds and jobs
05:41 Submitting a job
13:37 Responding to queries
16:58 Accessing your audit report
17:53 A few things to note