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ACCU AI is Coming to BGL RegTech 2025 – Witness the Future of SMSF Client Engagement!
 
 
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ACCU AI is Coming to BGL RegTech 2025

AUSTRALIA'S FIRST  

Witness Future of SMSF Client Engagement!
   

To All Accounting professionals, do you spend time :

 

- Setting up SMSF for your clients manually?
- A Human sets up BGL new fund?
- Struggling to get client signatures?

- Collect client data on emails and drop box or other similar methods ?

- Raise invoice & collect payments via EFT?

- Clients call you over the phone for queries or even worse, you send queries to clients over email?

- Send SMSF documents to your Auditor?

 

 

With ACCU AI, you don’t have to do any of these things anymore - as the machine will do it for you !

 

Plus grow your SMSF clients X 10 - if you want ...  We will show you how ...
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Designed for accountants managing SMSFs, ACCU AI streamlines the entire process — from onboarding new clients on your website and setting up SMSFs to collecting documents, obtaining digital signatures, and collecting payments online for you - while you sleep.

 

If these sound like your daily headaches, ACCU AI has the solution you’ve been looking for!
   

What is AccuAI?
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ACCU AI is a powerful, all-in-one software solution built for accountants and advisors to save time, reduce errors, and deliver a seamless experience for SMSF clients. From online client onboarding and automated payments to document collection, digital signing, and seamless integrations with platforms like BGL and Xero, ACCU AI transforms the way you manage SMSFs. 

 

Whether setting up new funds, managing existing ones, or collaborating with auditors, ACCU AI gives you and your clients a secure, branded, and user-friendly platform – making SMSF administration more efficient, accurate, and professional. Some of the key features include:

 

Our Promise: Manage 1,000's of SMSF's with 50% Less Staff

 

Get 10 X New Clients via your website - Collect New or existing SMSF setup data

1. Get engagement letters signed online

2. Collect Set up Fees online 

3. Set up Trust Deed / Corporate Trustee / ABN, TFN Application - with one click

 
For Existing SMSFs
1. Collect Trustee and fund information online
2. Create Client accounts on your website - Clients log in and upload fund documents
3. Answer to Client (or Auditors) queries online
4. Get digital signature from clients online on your website instead of highly risky digitial signatures via emails 
5. Send invoices to clients online and collect payments online - Automate invoices
6. Centralised view of all clients and documents 
7. Assign staff (here or overseas with IP control) and auditor roles with access controls
8. Auditor integrates with www.onlinesmsfaudit.com.au 
9. Push or Pull documents from BGL or Xero instantly
10. Grow your business as clients order pay online for LRBA / Add Member / Pensions etc on their Portalrms, etc.)

Additional Advantages
1.  All white labeld - your branding fully customizable - logo, theme colours, site text
2. Video guides available for new and existing SMSFs clients - don't waste time in educating clients - let the machine do it
3. Enable direct chat between you and Trustee clients or via Queries - which can be answered by your overseas staff
 
Australia's first such innovation
There is nothing like AccuAI out there
 
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Why Will This Help You?
   
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✅ Convert more leads into paying clients: An online call-to-action form captures new client details instantly.

 

✅ Save hours per fund: Export data directly to BGL/Xero and set up funds in one click.
✅ Better client experience: Clients can review documents, sign engagement letters, and pay online.
✅ Stay compliant: All documents stored and signed online, making audits a breeze.
✅ Boost revenue: Clients can order and pay online for add-ons — from starting pensions to adding new members.
   

Where to find us?
   

We’re attending the BGL RegTech Event across Australia — and we’d love to meet you in person!
 

Dates & Cities:

  • Brisbane:        5th August 2025
  • Gold Coast:    6th August 2025
  • Sydney:          7th August 2025
  • Adelaide:        12th August 2025
  • Perth:              13th August 2025
  • Hobart:            19th August 2025
  • Melbourne:      21st August 2025

 

Come by our booth to:


✅ See ACCU AI in action with a live demo.
✅ Learn how to save hours every month with automated SMSF onboarding.
✅ Chat with our team and get your questions answered.
✅ Discover special pricing and launch offers available exclusively for attendees.
   
   

Interested but can’t make it?

 

Book an online demo with us anytime: www.accuai.com.au or reply to this email to schedule a call.

 

Be Part of the SMSF AI Revolution

 

ACCU AI is making SMSF setup and administration smarter, simpler, and more profitable for accounting firms across Australia. Come find out how it can transform the way you work!

 

See you at the BGL RegTech Event!
 

The ACCU AI Team
   

Visit www.trustdeed.com.au for more details or call us on(02) 9684 4199
   

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