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Workflow Portal

Real time workflow transparency and
communication at your fingertips

Regardless of the service we’re providing, all of our clients have their own unique workflow portal that enables them to have complete visibility and control over every job outsourced to us.

Our portal allows you to:

  • Delegate jobs, upload documents and track progress
  • Communicate with your dedicated SuperRecords team members
  • Gain insights with inbuilt Practice Management Dashboards
  • Filter work and run customised reports

See our workflow portal in action

Say goodbye to time consuming admin

See how SuperRecords can improve efficiency, capacity and profitability in your practice.

Before you go...

Are your senior staff handling junior-level work?

Download the 2026 SMSF Workload Audit Checklist to instantly spot the process gaps draining your firm’s capacity, and see exactly how to free up your local team for higher-margin advisory work.