Evolv Client Portal Training Videos

The purpose of these videos is to give you an overview of our secure online client portal. The videos give you an insight on how we’ll interact with you via our system and seamlessly meet your SMSF audit needs. Please refer to the relevant video based on your SMSF administration software.

Using your client portal dashboard

How to respond to queries

How to access your audit report

API Authorisation BGL

API Authorisation Class

Client Portal Login Video

How to submit a fund for audit

How to add new fund/job for audit