Midwinter has partnered with L4A to provide a technology and advice solution for accountants
Midwinter has developed an exclusive partnership with Licensing for Accountants to provide compliance and advice technology for limited licence holders.
Licensing for Accountants (headed by CEO, Kath Bowler) supports accountants who are moving – or want to move – from compliance to advice. A key component of that support is the provision of access to advice templates and software that make the advice process easy and efficient. Midwinter has worked with Licensing for Accountants to create additional functionality and resources within its AdviceOS system to cater for both unlicensed accountants and licensed accountants with Limited Licences. The customised AdviceOS offers will be added to the suite of licensing solutions already available through Licensing for Accountants.
The new functionality contains a range of unique features to ensure the limited advice provided by accountants meets the requirements of the licensing regime. These include:
- A ‘Licensing Assessment Module’ to help accountants determine if the advice being provided requires licensing or not
- An ‘Accountant Template Module’ which contains standard advice documents (FSGs, Fact Finds etc.) as well as a library of unlicensed templates, so accountants can document both licensed and unlicensed advice.
In addition, SOAs have been incorporated into Midwinter’s AdviceOS software, catering for simple advice to be produced in under an hour, with the resulting SOA typically containing no more than 10 pages. The software currently includes ten SOA template options, with more being added as required.
For more information about this solution please call 1300 882 938 and Select option 3 or send your email enquiry to: firstname.lastname@example.org
For Unlicensed Accountants
For Licensed Accountants
Why choose Midwinter ?
Designed to make the advice process easy
Qualified customer support staff
PROVEN TRACK RECORD
Award winning software
Designed with strict security protocols
Available anywhere at any time
Designed with your compliance needs in mind
Independent from dealer groups and product providers
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