Verified access, because it’s client financial data.
A code to your phone proves you control a phone — not that you’re a registered auditor. So before we open client reports, we confirm three things.
Three checks, in this order.
- 1 · POSSESSION
You control your email and phone.
Verify your email and mobile with a one-time code, then set up multi-factor authentication.
- 2 · LEGITIMACY
You are a registered auditor.
We confirm your SMSF Auditor Number against the ASIC register, or your CA ANZ, CPA or IPA membership.
- 3 · SCOPE
The client has authorised you.
You see that client’s reports for their fund, read-only, and nothing else.
Invited by a client, or register yourself.
Invited by a client
The fund invites your specific email address. You verify, and you can open that fund’s reports.
Register yourself
We run the same three checks. If your credential doesn’t match automatically, we review it by hand.
Everything else is open
Nothing else on this site needs an account. Verification only controls access to client reports.
Ready to verify?
Log in if a client has invited you, or register to start the checks.