Behind every great accounting practice is software that gets out of the way – and this quarter, we've been focused on making sure Cloudoffis does exactly that.
Welcome to the latest edition of Cloudoffis Pulse, your quarterly look at what's new across Workpapers Sorted, SMSF Auditomaion and SMSF Sorted.
It's been an exciting start to the year, and our product team has been heads-down building the tools you've asked for – from performance improvements that you'll feel every time you log in, to new features designed to take the friction out of your day-to-day workflow.
At Cloudoffis, our mission is to empower the accounting and auditing community with smarter, faster solutions. Everything we build starts with you – your feedback, your challenges, and the way you work. This quarter is no different.
There's a lot to cover, so let's get into it.
What’s happening in
Tax Sorted becomes Workpapers Sorted
We have updated the product name to Workpapers Sorted! This marks an exciting new chapter in our journey, the decision to rename Tax sorted was simple. We offer an extensive library of workpapers (not just Tax workpapers), and we wanted the name of our product to reflect what the product offers and will do in the future.
Improved Report Generation (Aspose Upgrade)
Our reporting engine has been upgraded using Aspose, resolving the issues some users previously experienced when generating reports. Report generation is now more stable, faster, and reliable.
Updated Workpaper Formats
Several workpaper formats have been refreshed and improved to enhance clarity, consistency, and ease of review, helping accountants prepare and review workpapers more efficiently.
Enhanced Relationship Chart
We’ve enhanced the much loved relationship chart, with new interactive capabilities and the ability to download the chart in different formats and views we know our users will love.
View client structures more clearly with interactive vertical and horizontal views — and download the relationship chart when you need it for reviews or client discussions.
Smarter & More Flexible Job Report Package Generation
Job Report Package generation has received a major upgrade, giving users greater flexibility and control:
- Clear visibility into the Job Report Package generation process
- Easy access to previously generated Job Report Packages
- Ability to generate Job Report Packages in both PDF and Excel formats
- Flexible options to save Job Report Packages to the Local Drive or directly into the FYI Portal
- Improved control over regenerating Job Report Packages when required
Upcoming Release – 24 March 2026
Our upcoming release will introduce the following enhancements:
- BAS, IAS, and FBT Job Types – Accountants will be able to manage additional compliance work directly within Workpapers Sorted, keeping more work in one platform.
- Save Filter & Personalised Views – Users will be able to apply filters on the client screen and customise column views within jobs. The system will remember these preferences automatically and save them for future use unless the user chooses to reset them.
What’s happening in
Optimised User Experience
Our team has been hard at work behind the scenes on SMSF Auditomation, making substantial improvements to the performance and efficiency of our servers and software. While these changes may not always be visible on the surface, the impact is something you'll feel every time you use the platform. Think faster load times, smoother navigation, and a more reliable experience from start to finish.
We're committed to continuously refining the foundation of SMSF Auditomation so that the tools you rely on every day work harder for you.
Also in case you missed our amazing new customer story – Read about Super Green Tick and how they grew their practice by 50% using SMSF Auditomation.
Read their story
What’s new in
The value of SMSF Sorted was almost immediate. It was a no-brainer for the team.
Improved Document Upload Experience in Sorted Lite
Uploading documents from Class DMS just got more powerful. Users can now easily filter documents using tags created in Class DMS, making it quicker and simpler to find exactly what they need. This enhancement brings greater flexibility and control to Sorted Lite, helping streamline your document management experience.
Click here for more information.
If you’re using Sorted Lite, or haven’t tried our products yet, discover how this firm went from manual Workpapers to Cloud Automation
Are you to grow with Cloudoffis?
Whether your practice specialises in auditing or offers a full suite of accounting and advisory services, Cloudoffis has you covered with streamlined workpapers and workflows. Cloudoffis is here to help keep your practice running smoothly.
– Quick Setup – Get started in minutes
– Flexible Platform – Work the way you want with adaptable features and integrations
– AI, Cloud-Based Technology – Delivering efficiencies and compliance at scale
– Flexible Pricing & Unlimited Users – No lock in contracts
– Free Onboarding & Ongoing Training – Onboard your team effortlessly with expert guidance and continuous support at no extra cost
– Tailored Solutions – Our agile team adapts to your unique business needs to ensure your success
Built with Accountants, for Accountants
Purpose-built tools shaped by real feedback from firms like yours—no unnecessary extras, no one-size-fits-all templates. Just what your team actually needs to standardise processes, operationalise efficiency, and feel supported every step of the way.
Where Support Flows
