GreatSoft Integrations
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.
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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.
Active Integrations
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.
Accounting
Xero's online accounting software lives in the cloud. That means you can automate everyday business tasks, get up-to-date financials and run your business - from wherever you are. GreatSoft and Xero integration offers accounting firms freedom of choice for their billing distribution and General Ledger. This integration allows GreatSoft customers to integrate their Practice Management system into Xero, and for users of Xero Accounting to integrate their Xero system into a fully-fledged practice managenent system.
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!
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.
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.
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
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
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.
Engagement & Proposal Management
FeeSynergy has always maintained that good debtor management starts with a good Engagement process. It therefore makes sense that we now enable you to create, store, issue, track and report on your Engagements and Proposals. Engagements are digitally signed and submitted automatically back into FeeSynergy Engage. Sophisticated Direct Debit and bank integration rounds out a rich client experience. Integrated directly with GreatSoft for a truly seamless experience.
Payments
Fee Funding
The FeeSynergy Payment Gateway is fully integrated with the various other FeeSynergy solutions including: -Fee Funding -Recurring Direct Debits -Engagements and of course all of these are integrated with GreatSoft directly . FeeSynergy understand the accounting industry and we know Debtor Management better than anyone. Join the hundreds of accounting firms across Australia who are benefiting from our platform and enjoying the lowest fee funding, credit card and direct debit transaction prices in the industry.
Debtor
Management
Let FeeSynergy Collect manage the largest asset on your balance sheet … Debtors! Join the hundreds of accounting firms across Australia who are benefiting from having their average debtor days consistently tracking below 30 days. Our advanced rule based workflows, automated reminder emails, invoice and statement presentment as well as sophisticated Direct Debit and bank integration rounds out a rich client experience.
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.
Electronic Engagements with Automated Direct Debits
Apxium Collect fully integrates with your GreatSoft PM system. Simply create electronic engagements and send to clients. Clients sign electronically with their preferred payment method automatically captured, allowing your firm to debit as per the agreement. You can create templates and workflows in the Engagement dashboard while clients can ask questions through the system without needing to call. They always get a copy of the GreatSoft invoice sent to them and all direct debit payments are automatically reconciled and written back against the GreatSoft invoice.
Regular Billing and Payments
With our deep integration to the GreatSoft PM system, Apxium Collect will fully automate your invoice presentation and payments. The system automatically serves your GreatSoft invoices, follows up with aggregated statements, overdue reminders and SMS if you wish. Clients merely click on links (no log in required) and self-serve information in their dashboard, such as invoices available 24/7, as well as pay with EFT and Credit Card. All payments are FULLY and AUTOMATICALLY receipted in GreatSoft, saving valuable staff time, while any changes in GreatSoft are also automatically updated in Apxium Collect.
Fee Funding and Regular Instalment Plans
With Apxium Collect you can help your clients pay you faster. Either offer them cloud-based Invoice Funding- client pays a small fee and the firm gets 100% of the invoice amount in two business days. Or, choose to use the Regular Instalment Plans - automate the collection of outstanding funds over any period and frequency you choose, at no cost to the client. All payments are automatically receipted in GreatSoft. With Apxium Collect you get to choose which option is best for your firm and your clients.
Tax Audit Service Offering
Audit Safe is the revolutionary new prepaid compliance service that has seen many Australian accounting firms take charge of their tax audit cover offer to their clients. Audit Safe fully integrates with GreatSoft to provide you with a cloud-based dashboard of all your clients and groups, allowing you to send electronic prepaid compliance service offers as needed. All of the legal documentation is ready to go and it comes with its own payment gateway, allowing your clients to accept the offer online. With Audit Safe you no longer need to involve third parties, rather, offer the prepaid compliance service directly and enjoy the greater income and closer client relationship that Audit Safe will bring.
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
Digital
Signing
Digital Signing, Done Simply. With FuseSign, you can send multiple documents, to multiple recipients, with different actions (view or sign), all in one bundle. Saving you and your clients time, so you can focus on work that matters.
Document
Automation
Automate the collation of annual and recurring client documents and give your team back their most valuable resource – time. Compile, format & send client ready documents in the click of a button. FuseDocs completely automates report package collation, standardises your processes and produces quality, consistent client outcomes, every time.
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.
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.
e-signing
Lower your costs, improve engagement and elevate customer satisfaction with Annature. Australia's leading digital signature provider purpose built for all industries. Annature delivers an unmatched digital signing user experience for both you and your clients. No learning curve or setup required, it's easy to get started.
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.
Document Management
HowNow is the comprehensive document management choice for modern accounting practices.Fully integrated with leading practice management platforms, HowNow allows you to sync contacts, import files and templates, and access your firm’s central documents quickly and easily.
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.
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.
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.
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.
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
MYOB Business
A single system that automates your everyday tasks and helps your business look professional, while staying compliant. So much more than accounting software. Sure, we'll help you do the books. But there's more: get paid faster, grow your business - and start building the business you really want
MYOB Accountants Enterprise
Accountants Enterprise Tax is the industry leading software for the preparation, lodgment and total management of your clients’ income tax affairs. As a cornerstone product in the Accountants Enterprise suite, Tax is packed full of features to help your practice become more productive.
Client Portal
The most powerful client portal solution for accountants and advisers. Drive client engagement with a branded digital portal that helps clients store, track and manage their entire financial world.
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.
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.
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.
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.
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.
Financial
Advisory
Advice firms of all sizes rely on Xplan to deliver a complete and compliant financial advice service. With centralised client data and documentation, full workflow management and comprehensive reporting, Xplan makes it easy to reduce administration, maximise business opportunities and deliver high impact financial advice.
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.
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.
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.
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.
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.
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!
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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