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How to Enable Data Sharing with Your Accountant or SMSF Provider

Enabling Advisor Data Sharing

Written by Johnny

Digital Surge integrates with a number of accounting and SMSF providers — such as esuper and GrowSMSF — letting them read your account data (transactions and holdings).

This is read-only: your provider can view your data but cannot make trades or transactions on your account.


Check Your Profile First

  1. Go to your Profile page

  2. Look for the Advisors option

If we've already identified your provider at sign-up, it'll be there automatically — just enable it, and you're set.

You can manage it (enable/disable) yourself at any time from this page.

If There's No Advisor Option

If your provider isn't listed, contact us to have it added:

Once we've added it, head back to your Profile > Advisors page to enable it.


Need more help?

If you have any questions, please don’t hesitate to contact our support team.

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