Can I view the life of my clients' structures through InterDocs?
Yes, you can see a timeline in My Products under My Account, displaying different orders (if you have organised them through us) in chronological order.
As an example, you may have established the Orange Family Trust with us in 2012, then changed the trustee in 2016 and finally wound the trust up in 2018. These will appear separately under My Orders as a trust establishment, a trust amendment and a deed of vesting.
However, the overall view in My Products assists accountants and advisers to see the big picture of their clients' structures at a glance and easily access the relevant documents, without needing to dig around.