Workpaper assembly is the part of an SMSF engagement no one talks about, and everyone dreads. It’s not judgment. It’s not advice. It’s hours of gathering, matching, arranging and bookmarking before the real work can even begin.
“A straightforward fund takes hours. A complex one can swallow most of a day, before anyone has reviewed a single number.”
Multiply that across a season of funds and the cost is staggering: your most experienced people spend their time on mechanical work instead of the judgment clients actually pay for. Capacity gets capped by preparation, not by expertise.
Spend your hours on judgment, not assembly.
TruePaper takes the mechanical work off the table. The AI agent matches every transaction to its source, arranges and bookmarks the documents, and flags anything that’s missing, handing your team a complete, structured pack that’s ready for review.
Per fund assembled
Handled per engagement
Without more headcount
Slots into your existing workflow.
TruePaper isn’t a replacement for your SMSF admin platform. It’s the assembly layer that sits alongside it. Your team keeps the tools they already know, and simply stops doing the work a machine should.