The Cloudoffis Bulletin:
August Edition

Welcome to this month’s Cloudoffis Bulletin!

As we transition into the first quarter of the year, the momentum is building, and so are our updates. We’ve packed this edition with exciting news, new product launches and valuable insights to keep you ahead of the curve.

So, sit back, relax, and dive into all the latest from the Cloudoffis team!

Industry highlights

The SMSF Association Technical Day

The Cloudoffis team was thrilled to participate in the SMSF Association’s Technical Day on 24-25 July at the Hyatt Regency Sydney. The event featured continued discussions around policies affecting the industry including the proposed Division 296 Tax.

Dr. Irene Guiamatsia shared compelling trends, highlighting the growing adoption of technology among SMSF specialists. She also noted that new trustees are increasingly influenced by internet research and word-of-mouth recommendations.

At Cloudoffis, we’re seeing the impact of these trends first hand as leading SMSF businesses are looking to Cloudoffis to support with better operational efficiencies, compliance support and protecting their clients data for their SMSF practices.

Get in touch today

Ensuring a seamless transition to Cloudoffis

Over 20% of SMSF funds are already audited using SMSF Auditomation by Cloudoffis, and that number keeps rising every month.

At Cloudoffis, we understand that managing process changes and upskilling your team on new systems can feel daunting, but it doesn’t have to be. Our dedicated onboarding program ensures a seamless transition, so you and your clients can start benefiting from better efficiency, data security and compliance support sooner.

Learn More


BGL Regtech Sydney

We had an incredible time at the BGL Regtech event in Sydney!

A big thank you to everyone who visited our booth – it was fantastic to connect with so many passionate professionals.

We showcased our latest features in SMSF Auditomation and SMSF Sorted, and introduced our newest product, Tax Sorted. The excitement and feedback we received were truly inspiring!

 

Graeme Colley

We extend a heartfelt thank you to Graeme Colley, Ambassador to The Auditors Institute, for partnering with Cloudoffis to review our inbuilt checklists.

His expertise ensures that Auditomation continues to support our customers in maintaining compliance.



Product updates

ISO 27001 Certification

At Cloudoffis, safeguarding your data is our top priority. We are proud to announce that we have again achieved ISO 27001 certification, the internationally recognised standard for information security management systems (ISMS).

This important certification demonstrates Cloudoffis’ commitment to continual improvement, development, and protection of information and sensitive data by implementing appropriate risk assessments, appropriate policies and controls.

Read more about our data security policy



Introducing Tax Sorted

We’re excited to invite our accounting community to join the waitlist for the upcoming product launch of Tax Sorted, a new tax workpaper solution by Cloudoffis.

Tax Sorted empowers accountants to prepare and submit tax returns with greater confidence and efficiency. By streamlining workpaper preparation and securely importing and organising your clients’ financial data, it allows you to effortlessly cross-check for final approval in a fraction of the time.

To learn more, book a demo or join our waitlist for the October launch, please visit our website

Join our Waitlist


Innovation is in our DNA

As Australia’s leading independent Software-as-a-Service provider dedicated to the SMSF industry, we bring over 8 years of unmatched experience. As pioneers, we consistently set the standard for innovation.

Customer feedback drives every feature we deliver. From enhanced integrations to intuitive platform experiences, continuous improvement is woven into our DNA, ensuring your ongoing success.

In case you missed our EOFY product wrap, click here to see what we’ve been busy working on.


Unlock more new features this financial year

As we kick start the new financial year, we’re excited to share the latest features we’ve packed into Cloudoffis. These updates are designed to ensure you enter FY25 with enhanced efficiency across your practice and improved communication and transparency between accountants and auditors.

We’ve been busy, so grab yourself a coffee and get into the updates!


Customer spotlight:

The Compliance Advantage for Superannuation Audit Services

Superannuation Audit Services, led by Denise Surjenko and Daniel Surjenko, has been a key player in this field for over 25 years. Based in Melbourne, Victoria, their award-winning firm has built a reputation for providing swift, independent auditing services with a personalised touch.

However, even the most established firms face challenges. For Superannuation Audit Services, reliance on traditional methods like Excel and hard copy documents created a bottleneck in their operations. The process was not only time-consuming but also prone to errors, impacting their ability to deliver the fast and accurate service their clients relied on. Enter Cloudoffis.

Read the full case study here.

Inside Cloudoffis

The Aussie team was thrilled to welcome our founders, Viral and Manish, to the Sydney office this month. Their visit included meetings with both existing and new clients and our partners in the industry.

Importantly, we took the opportunity to come together as a team to discuss our plans for the upcoming year, including the launch of Tax Sorted, our new Tax Workpaper solution, and how our products and services will continue to evolve to support the SMSF industry into FY25.

Rest assured that it’s going to be another big year ahead for Cloudoffis!




Switching to Cloudoffis Made Simple

Did you know that over 20% of SMSF funds are audited using SMSF Auditomation by Cloudoffis? Each month, more auditors join the Cloudoffis community. However, many tell us that managing process changes and upskilling their team on new systems has been a barrier to making the move earlier.

Given the volume of new customers we onboard each month, we have evolved our onboarding program to ensure a smooth transition for everyone.

Onboarding Without the Headaches

Our industry-leading onboarding program supports your entire team to upskill and adopt Auditomation or SMSF Sorted by Cloudoffis seamlessly.


Daniel

However, what surprises our new customers the most is our comprehensive onboarding program for their accounting clients. In the last two months alone, we have onboarded over 30 accounting firms on behalf of our new customers.

Our service stands out because we have a dedicated account management team that works with you from before you become a customer, all the way through your Cloudoffis journey. From day one, we understand your investment goals in Cloudoffis and tailor our support to help you achieve them. Our team comprises industry experts who are committed to your success and speak your language.

Over time, we have also invested in our program to support the transition of files from new clients’ existing platforms and processes, ensuring historic records are uploaded and securely stored on Cloudoffis with ease. Whether you’re using Excel and email or another platform, our dedicated onboarding team makes the data transition a breeze.

Don’t Let Change Be a Barrier to a Better Way of Working

If you have been hesitant about how process change will affect your team’s productivity or morale, we encourage you to get in touch to discuss your concerns. You’re not alone. The good news is many clients before you have done it and only seen upside.

View our most recent customer testimonials.