We’ve been busy hosting events, launching new features, and connecting with our customers – and there’s plenty more to come from Cloudoffis in 2025.
Read on for all the latest updates!
Tax Sorted – now live!
Tax Sorted is our new tax workpaper product, designed to help accountants standardise business and individual workpapers, driving efficiency and giving more control back to practices nationwide.
Curious to see it in action?
Below are just two of the many game-changing features accountants are loving!
Workpapers powered by
Cloudoffis AI
This 60-second video highlights how Tax Sorted automatically imports data into 50+ fields of the BAS workpaper, eliminating time-consuming data entry.
FYI Docs integrates securely with Tax Sorted, enabling seamless document flow between both platforms. Easily load documents from FYI Docs into Tax Sorted and save final workpapers back into FYI Docs, ensuring document integrity and a smoother workflow.
We’re thrilled to announce that Tax Sorted took home first prize in the Tech Pitch Competition!
Our Head of Sales, Kresant, went head-to-head with 16 other accounting tech products and came out on top. The judges were particularly excited about how Tax Sorted tackles major challenges for accountants by delivering efficiency, standardisation and control and loved the AI-powered features built into our workpaper solution.
Want to see what all the hype is about? Request a demo today!
Refer a friend – Get $500!
Here’s how it works:
- Refer a peer in your accounting or audit network
- If they sign up, your company receives a $500 credit
- The offer applies to all Cloudoffis audit and accounting products – SMSF Sorted, Tax Sorted or Auditomation.
Know someone who could benefit from greater efficiency, standardisation, and a more compliant workflow? Refer them today and start saving!
What our customers are saying!
“Cloudoffis is undoubtedly one of the best SMSF admin platforms on the market! Its powerful workpaper system enables instant document referencing, streamlines end-of-year preparation, and eliminates wasteful workarounds. We especially love features like AI Run, Dashboard, and Observation, which enhance efficiency and accuracy. Plus, the regular training sessions ensure our team stays up to date with the latest features – keeping us ahead of the game!”
Pearly Li S Yap, Assistant Manager
Ask Graeme webinar
A big thank you to everyone who attended our February Ask Graeme webinar! As always, Graeme Colley, our Independent Industry Advisor, provided valuable insights into the challenges accountants and auditors face daily.
Missed it? No worries! Watch the recording and read the blog summary.
Due to overwhelming demand, we’ll be hosting another webinar soon, so stay tuned! And don’t forget to check out Graeme’s Super News below for more industry updates.
Sydney roundtable: Auditors leaders breakfast
A huge thank you to our incredible Sydney auditing community for joining us at the Cloudoffis Leaders Breakfast earlier this month.
Hosted by Dilnar Tangri and Graeme Colley, with expert insights from Matina Moffitt from BDO, Tony Negline from Chartered Accountants Australia and NZ, and Tracey Besters from mySMSFjourney, the room was buzzing with discussion.
From the Grattan Institute report and the latest ATO speech at the SMSF conference to the critical role of peer reviews, there was no topic off the table.
A special shoutout to our esteemed guests, Larry, Jason, Philip, Peter, and Geoff, for your valuable contributions to the conversation. Events like these wouldn’t be the same without you!
Stay tuned for more Cloudoffis events coming soon!
Graeme’s Super news
We asked Graeme Colley to bring us up to speed on the latest in superannuation.
This month’s update covers:
- Lifetime pensions – what’s changed?
- The proposed $3 million super balance tax
- Transfer Balance Cap increase
- A review of NALI tax rulings
Plans to merge accounting and assurance standards bodies
Product updates
Have you seen the Tax Sorted review summary?
Designed for improved efficiency and simplified workflows, the Tax Sorted Review Summary includes a Financial Summary with a 5-year trend analysis and enhanced Review Notes for seamless collaboration between preparers and reviewers.
Want more?
- Track Workpaper progress, download files, and update job status.
- Reply to timestamped review notes in organised threads.
- Categorise review notes with predefined labels for quick navigation.
- Notify team members, track progress with Open/Closed statuses, and ensure clear resolution.
Observation tolerance in SMSF Sorted Pro & Auditomation
We’ve made it easier to manage observations in Sorted Pro and Auditomation!
Previously, minor discrepancies—like rounding differences in market values and incomes—were automatically flagged under Warnings, requiring manual review. But not anymore!
Now, you can set a tolerance level at the company level, allowing small variances to be automatically marked as Good To Go, eliminating unnecessary manual work. New info icons provide instant context too, simply hover over an observation to see its basis, ensuring quick and informed decision-making.
Auto-Tagging & New Rreports in SMSF Sorted
We’re making reviews faster and easier with new reports and auto-tagging for Annual Return schedules!
New reports in the reports section:
- Unrealised Capital Gains Report
- Member Transaction Detail Report
Auto-Tagging for annual return schedules
Annual Return schedules will now be automatically linked to the Income Tax Line Item in the following reports, reducing manual work and improving efficiency:
- Annual Return – SMSF
- Annual Return CGT Schedule – SMSF
- Annual Return Losses Schedule – SMSF
- Annual Return Trust Income Schedule – SMSF
Auditomation: Tip of the month
Did you know that in Auditomation, you have full control over the notifications you receive? You can customize your settings to choose which email and portal notifications you’d like to enable or disable.
Simply head to “Preferences” under your profile to tailor your notifications to suit your workflow. Stay informed without the clutter!
If you have any questions or need more information, feel free to reach out to Jocelyn, your Account Manager, at jocelyn@cloudoffis.com.au, and schedule a meeting. She’ll be happy to help!
Security & Compliance: ISO Certified
If your practice is looking to upgrade its tech systems with better security, Cloudoffis has you covered.
We’re proud to be ISO 27001 certified, ensuring the highest standards in data security and compliance. Plus, all our products include built-in tools to help keep your end-to-end processes secure and in check.
Find out more about how Cloudoffis securely manages your data.
That’s a wrap for this month! Stay tuned for more exciting updates, and as always, reach out if you have any questions or want to learn more about our latest features.