Sydney, 12 March 2026:
Cloudoffis, Australia’s leading cloud-based technology provider for accounting and SMSF advisory firms, has today officially launched Workpapers Sorted, an evolution of its flagship workpapers platform formerly known as Tax Sorted, bringing the product’s scope, capability and AI-driven innovation to new markets.
This evolution reflects the platform’s expansion beyond tax-specific workflows into a comprehensive, AI-powered workpapers solution designed to standardise processes, improve compliance and streamline accounting and advisory operations.
Originally introduced to address inefficiencies in tax workpapers, the platform has rapidly evolved into a broader ecosystem that integrates deeply with Xero, Microsoft Excel, FYI, DocuSign and the ATO to support firms across a wide range of accounting and compliance workflows.
John Munden, Chief Strategy Officer at Cloudoffis, said the launch represents the next chapter in the company’s product strategy.
“When we first brought Tax Sorted to market, our focus was solving inefficiencies in tax workpapers. Since then, the platform has evolved well beyond that initial use case,” Munden said.”
“Workpapers Sorted reflects the reality of what the product delivers today – an AI-powered workpapers ecosystem that integrates multiple data sources, automates manual processes and gives firms greater visibility across entities and group structures.”
“This isn’t simply a name change – it’s an evolution of where we envision the product going. It signals the innovation happening within the platform and our ambition to support practices with smarter, more connected workflows.”
The launch of Workpapers Sorted coincides with a series of major product enhancements that underscore Cloudoffis’ continued investment in innovation.
Recent updates include:
- Client Tax History at a Glance – a new “Lodged as per ATO” column within Job Financial Reports, displaying four years of lodged income tax return data in a single view to support more accurate preparation and review.
- Improved FYI document upload experience – enhanced file-type visibility within the FYI document screen, making it easier for teams to identify and upload the correct supporting documentation.
- Enhanced workpapers library – improvements to calculation reliability and the addition of new templates including Accounts Receivable, Accounts Payable and Depreciation Schedule (as per accounts).
Further innovations rolling out in the coming months include:
- A redesigned PDF workpaper package format focused on readability and review efficiency during finalisation.
- An Excel-style file viewer within the document section, allowing spreadsheets to open in their native format rather than converting to PDF.
- Continued enhancements to workflow automation and reporting modules.
Workpapers Sorted uses AI to automate data ingestion from supporting documents, Xero files and ATO information, reducing manual entry and improving accuracy. Users can refresh client data with a click, generate real-time trial balance, balance sheet, profit and loss and general ledger reports, and post journals back to client files directly within the platform.
Existing customers will experience no disruption to service, pricing or integrations. Login credentials and current integrations remain unchanged, with the updated name and branding now live across the product, website, support documentation and partner marketplaces.
“The firms that shaped this product were with us from the beginning. They came on the journey, gave us feedback, and we built it. Most of our clients have been with us for more than four years, and harnessing those relationships is how Workpapers Sorted was made – and it’s how we’ll keep developing it.
“There are other solutions in the market that aim to remove humans from the process entirely. That’s not what we’re about. We’re focused on being a human business – one where AI accelerates the work, but the judgement, the relationships and the expertise always stay with the people,” Munden said.
“Our priority has been ensuring a seamless transition, and Cloudoffis will continue to provide the same support and innovative technology our customers rely on. Firms can continue using the platform exactly as they do today – with the added benefit of ongoing feature releases designed to standardise workflows, strengthen compliance and improve efficiency across their practice.”
The launch of Workpapers Sorted reinforces Cloudoffis’ commitment to delivering practical, AI-driven solutions that help accounting and advisory firms focus on higher-value client work.
For more information, please visit: https://cloudoffis.com.au.
ENDS
About Cloudoffis
Cloudoffis is a cloud-based technology provider for accounting and advisory firms in Australia, delivering AI-powered workpapers and workflow solutions that improve standardisation, efficiency and compliance. By integrating with leading platforms including Xero, Microsoft Excel, FYI and the ATO, Cloudoffis helps practices eliminate manual processes and focus on higher-value client work.
For further information or to arrange interviews, please contact:
Jasmine Turvey – Reverb Media
E: jasmine@reverb-media.com.au
P: 0437 620 320
