Welcome to our first bulletin of the year! 2025 is already in full swing, and we’re excited about what’s ahead.
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!
Workpapers Sorted – now live!
Did you know Cloudoffis has expanded beyond SMSF?
Workpapers 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 Workpapers Sorted automatically imports data into 50+ fields of the BAS workpaper, eliminating time-consuming data entry.
FYI Docs integrates securely with Workpapers Sorted, enabling seamless document flow between both platforms. Easily load documents from FYI Docs into Workpapers Sorted and save final workpapers back into FYI Docs, ensuring document integrity and a smoother workflow.
We’re thrilled to announce that Workpapers 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 Workpapers 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!
Refer another business or even another department within your own company to Cloudoffis, and you’ll receive a $500 account credit when they sign up!
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, Workpapers 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!
