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Meet ACCU AI at Accounting Business Expo 2026 | Stand C46
 
 
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ACCU AI is Coming to Accounting Business Expo 2026

Witness Future of SMSF Client Engagement!
   

To All Accounting professionals,

Do you...

 

  • Set 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 ?
 
Please STOP ! 
 
Hello !!  There is a better way .... AccuAI is your answer - do not worry about FOMO as you are one of the first ones to know about it - as AccuAI is Australia's first such software...
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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 

 

We will show you how ...

 

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?
   

 

ACCU AI is a powerful, all-in-one software solution built for accountants and advisors

 

Built 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.

 

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..
All of the above happens on your website and not ours...
 
Additional Advantages
  1. All white labeled - your branding fully customizable - logo, theme colors, 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
 
   

Why Will This Help You?
   
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Do you want to ...
  • 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.
You need AccuAI in your practice and
you need it today...

 

 

 
   

Meet us at  Accounting Business Expo 2026
   

 

We are exhibiting at the Accounting Business Expo 2026— and we’d love to meet you in person!

 

                📅 18–19 March | 📍 ICC Sydney, Hall 6 | Stand C46

 

Software Demonstration at 11.30 AM - 1.00 PM and 2.30 PM
   
   

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 Accounting Business Expo
 

The ACCU AI Team

 

 
   

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

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