GreatSoft Partners

Freedom of Choice

GreatSoft gives your practice the platform, freedom and flexibility to create a truly integrated cloud ecosystem. We achieve this by partnering and integrating with a number of best in class cloud practice solutions.

Featured Integrations

Watch this video to get a sneak preview of some of our partner integrations already completed.

GreatSoft enables you to choose best in class applications to give your teams
an integrated 360° view of information about a client.

We strive to create an open platform with a central database and single source of the truth.

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Tax
Compliance

Use Xero Tax to prepare, review and lodge tax returns for Individual, partnership, company, trust, SMSF, FBT and Activity statements.
The integration provides firms access to a connected platform that combines the best of GreatSoft's cloud practice management tools with Xero's small business platform, including cloud-based accounting, reporting and tax tools and creates a real incentive for firms to capitalize on the productivity gains from the integrated solution.

Corporate
Compliance

NowInfinity enables you to create entities, collaborate with other platforms and manage your client’s entities and registers with ease. The integration provides a framework for GreatSoft’s clients to work seamlessly across NowInfinity’s “5-in-1” platform to deliver cloud-based solutions in practice management, compliance, legal documentation, estate planning, trusts and SMSF’s

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Corporate
Compliance

Simplify your life with the next generation cloud ASIC corporate compliance software solution! Automated annual reviews, company registrations, company debt alerts, seamless document delivery and digital signing. CAS 360 Corporate Compliance Software will help ease your administrative burdens by streamlining your processes with its innovative technology. By saving valuable time and resources, you will be able to focus on the many, many, other responsibilities of a company secretary!

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SMSF
Compliance

Intelligent, cloud-based SMSF software for accountants to efficiently manage the compliance and administration of self-managed superannuation funds. Simple Fund 360 SMSF Software will empower you and your firm to go beyond data entry and grow your SMSF business with its innovative technology. By saving valuable time and resources, you will be able to focus on your client relationships, offer new services and ultimately become more competitive.

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SMSF
Compliance

Class Super is the leading cloud based SMSF administration software, used by accountants, administrators and advisers. Over 1,300 firms across Australia rely on Class Super to quickly and efficiently administer over 160,000 SMSFs.

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Document
Management

Combine Document Management with a Client Portal, Secure email communications, Digital document signing, Shared document editing, Webform checklists and Customisable workflow for your complete paperless office.

Document
Management

iManage empowers you to create, manage and collaborate on documents and emails from anywhere on any device. Built from the ground up to meet the needs of professionals. iManage is supported by Office Information Australia

Document
Management

The Virtual Cabinet document management and client portal software is trusted by dozens of industries from construction to insurance... including 22 of the top 100 accounting firms in Australia and NZ and 27 of the top 100 accounting firms in the United Kingdom.

MSSharePoint

Document
Management

SharePoint is a web-based collaborative platform that integrates with Microsoft Office. Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization.

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Payments
Fee Funding

FeeSynergy’s payment portal and funding solutions have been purpose built for accounting firms. We understand how accounting firms work and understand their pain point when it comes to being paid for their services.

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Debtor
Management

FeeSynergy’s debtor management solutions (FeeSynergy Collect) has been purpose built for accounting firms. We understand how accounting firms work and understand their pain point when it comes to being paid for their services.

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Payments
Fee Funding

Our proprietary online payment portal (QSOP) allows your clients to pay you how they want and when they want. Our software integrates both our fee funding solution with credit EFT and card payments making it easier to get paid quicker.

CRM

We build a coherent, comprehensive transformation strategy aligned to your business ambitions. We’ll get your CRM, processes and systems all aligned and future-ready. So every part of your business can be easily harnessed to deliver growth - and to enable change, not hinder it.

Microsoft SQL Server

Using the power of Microsoft SQL Server Report Builder we deploy RDL (Report Definition Language) reports. Reports defined by RDL can be downloaded to PDF and Microsoft Excel and Word and we allow the export of the report Dataset to Excel.

BI

Microsoft Power BI

Use Microsoft Power BI to deliver powerful dashboard allowing Partners and management to measure performance and make quick decisions. Firms can optionally modify the GreatSoft Power BI Dashboard and include their own KPIs.

Mailchimp

Mailchimp is a marketing automation platform and an email marketing service. Email marketing, ads, landing pages, and CRM tools to grow your business on your terms. Get the word out with email, social ads, and make your life easier.

Service Partners

Cloud Hosting
Services

Cassini Cloud services helps customers to grow their business through cloud-enabled options such as operating your business in multiple locations, supporting remote workers, supporting mobile workers, being able to take on contractors for short periods of time and having the IT system expand and shrink as required.

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Business Process Automation

Codeless Platforms provides Business Process Automation (BPA) tools that enable firms to automate processes and integrate business systems quickly and easily. Streamline your workflows, report distribution and automated alerts.

Information/IT
Management

OIA understands that your ability to run your business efficiently relies on your Information Technology being reliable and cost effective. OIA provides a comprehensive range of Solutions and Services that best fit your IT needs.

Future Integrations

Proposal
Management

Practice Ignition turns your proposal, terms of service and payment collection into a single smart contract. Send proposals, contracts and payments all in one document—it's a faster and more efficient way to manage client engagements. It's fast, efficient and your clients will love it!

Tax
Compliance

Taxlab is an online tax software system designed for corporates and large accounting firms. Use for tax provisioning, income tax returns, FBT returns, or bring them all together and integrate your entire tax compliance process.

Payments
Fee Funding

Apxium’s integrated payment gateway system removes the burden of mailing or manually emailing invoices to your clients. Automatically send out approved invoices via email and SMS text messages to your customers without any extra work.

Payments
Debtor
Management

We provide a range of services that can help you improve your debtor management and unlock cash flow; from training or upskilling your current resources; providing monthly payment options for your clients; through to outsourcing your accounts receivable functions.

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Document
Management

Document Management and Process Automation For Accountants in Practic. FYI automates the capture, filing and even processing of source documents to support accounting and tax.


Document
Management

File, email and task management – your way.
Access your files from anywhere in the world, either straight from the web browser, or via your file explorer. Save your emails straight into SuiteFiles, so communication never gets lost. Assign tasks and see the status of documents, signatures and more.

Document
Management

M-Files is an intelligent information management platform that organizes content based on what it is, not where it's stored. Connect to existing network folders and systems to make them more intelligent with built-in AI to automatically categorize and protect information.

Document
Management

Business Fitness is a provider of end-to-end solutions that help firms boost efficiency and growth. We make managing important data easy, so you can focus on serving your clients and growing your firm.

Compliance
Tools

A suite of tools designed to help automate day-to-day compliance and administrative tasks for cloud-based accounting and bookkeeping firms. Track key information such as client correspondence, the location of important documents and staff professional development. Industry specific App partner of the year 2018 - Xero Awards APAC.

Tax
Compliance

ATO SmartDocs is a game changer. No more scanning paper copies, no more manually checking NOAs, no waiting 3 days for paper copies of ATO documents to arrive in the mail. ATO SmartDocs is built to future proof your ATO document processing and securely deliver with full encryption your ATO documents to your clients. If you cannot process a Notice of Assessment in under 20 seconds then you’re doing it the hard way.

Tax
Compliance

Helping accountants focus on improving client relationships by automating the processing of ATO documents. Innovative solution taking the processing, checking and distribution of over 20 ATO documents, including Notice of Assessments, Statements of Account and Tax Debts, to a whole new level of business capability.

Legal
Compliance

Topdocs is Australia’s leading provider of quality legal documentation, expert advice and technical support to accountants, financial planners, dealer groups, lawyers and other professional advisers. We provide a comprehensive range of SMSF, company, trust, estate planning and commercial documentation that is meticulously developed and maintained by our senior lawyers.

CRM

Xeppo is a world-first financial advisory and accounting tool that unlocks the power of big data, driving client relationships and business growth. Xeppo connects and collects information from a wide range of financial services based cloud and on-premise applications. It also keeps the data up-to-date so you always have the latest information at hand.

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CRM

Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software applications. Unify your business—from data to people to processes—with modern, intelligent business applications that adapt to your changing needs.

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Timesheets

Mitimes does the hard work on timesheet recording, so you no longer have to. Capture activity from past billable contacts to your Timesheet and separate the noise in your inbox from the real billing opportunities. Reduce the time you waste manually logging timesheet entries. 'Never forget' auto capture of all your emails, appointments and office phone calls. Live across your desktop, tablet and smartphone.

Like what you see? Have any questions?

We’d love to show you what we could do differently and the impact we could make to your practice.