Get started with Sorted Lite

If you’re using Sorted Lite or looking to get started, be sure to jump onto our website and download our easy to navigate user guide.

$500 referral bonus SMSF Sorted Lite accountants

Did you know that as an SMSF Sorted Lite accountant, you can earn a $500 referral bonus when you refer your auditor to use Auditomation?

With your auditor on Auditomation, not only will you gain more control over every fund you manage, but you’ll also be able to automate your workpapers and submit audit files to your auditor with just one click. And with both of you collaborating on Cloudoffis, you’re guaranteed to speed up the turnaround time of funds, as auditors will receive more structured data to work on. You’ll both benefit from easier collaboration with improved query management tools.
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How SMSF Australia Slashed Audit File Reviews by 50% and grew 100% year on year supported by Cloudoffis

In the fast-paced world of Self Managed Super Funds, efficiency isn’t just a buzzword; it’s a critical factor for success. For SMSF Australia, the journey to greater efficiency continued with the adoption of Cloudoffis, a solution that transformed their audit file review process. Here’s how they achieved these remarkable results with Cloudoffis as their wingman.
Read the full story

Cloudoffis Tours Tasmania

This month, our team hit the road and toured Tasmania, engaging with both new and long time customers to showcase our latest innovations, across Sorted Pro, Auditomation, and Workpapers Sorted – our new Tax Workpaper solution launching next week. A huge thank you to Michael Meredith of Bentley’s Tasmania for hosting us and facilitating so many engaging conversations in the region.

We’re always on the move, so if you’d like to meet face-to-face with our team, don’t hesitate to reach out. We love visiting both existing and potential clients to help them get the most out of their Cloudoffis experience.
Book a time

Product updates

Import & Re-import Flow in Auditomation & Sorted Pro

We are thrilled to announce a revamped import & re-import flow for both Sorted and Auditomation! 🎉 Experience the new, efficient workflow today.

What’s New?
  • Instant Access: The moment you import financial data, you can jump straight to the job dashboard. No more waiting around!
  • Improved Efficiency: Financial data is accessible immediately while other data like observations, reports, and documents load in the background.
  • Enhanced Performance: With backend optimisations, system performance is significantly boosted, ensuring smoother execution and better resource management.
  • Streamlined Processes: These enhancements will make your existing processes more efficient, saving you valuable time.

BGL Workpaper Doc

We’re excited to bring Auditomation customers a major time-saving enhancement: Auto Availability of BGL Workpaper Docs! 🚀

Previously, you had to manually convert each BGL Workpaper document to a Cloudoffis-supported format to use our bookmarking and search features. This was time-consuming, especially with a large number of documents.

The Solution? BGL Workpaper documents will now be automatically converted to the Cloudoffis-supported format. No more manual conversions needed!