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Workpapers Sorted SMSF Sorted SMSF Automation

SMSF Sorted

Secure platform to help you prepare your Self-Managed Super Fund Workpapers

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Scale by creating
operational efficiency

  • Standardise your processes by automating the SMSF review process and generating referenced workpapers
  • Simplify workflows through integrations with BGL, Class & Supermate
  • Reduce manual workarounds and reduce non-revenue-generating tasks
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Improve collaboration
with teams and auditors

  • Built in dashboards to track the progress of jobs
  • Collaborate with team members and auditors more effectively through user dashboards
  • Avoid duplication of manual uploads through integration with FYI docs
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Enhance your customer experience

  • Remove manual and time-consuming tasks so you can focus on delivering more to your customers
  • Workpapers can be submitted to your auditor in just one click
  • Stay on top of the audit status of every job
  • Improve your firms productivity today like SMSF Australia
Read SMSF Australia's Story

Why Australian practices and firms love Cloudoffis

SAS has experienced remarkable benefits since adopting Cloudoffis. The automation process significantly reduced our time spent on manual data entry and processing, allowing us to focus on more critical tasks. This efficiency has unlocked growth opportunities, enabling us to hire top talent across Australia, expand our client base, and take on more clients nationwide. Our clients are more satisfied than ever thanks to faster turnaround times and more accurate reporting provided by Cloudoffis
Denis Surjenko
Denise SurjenkoFounder and Partner
At Integrated Audit Services, we chose Cloudoffis for its comprehensive compliance support and its ability to handle specific needs that our previous manual system couldn’t address. I trust Cloudoffis to manage any updates related to SMSF legislation changes effectively, ensuring we stay compliant and accurate. Cloudoffis’ reliability in staying current with legislative modifications provides us with peace of mind and significantly reduces the burden of manual updates.
David Allcock
David AllcockManager
Our staff have been able to provide more value adds for our clients using features like the one click submission for audit and because the job workflow is automatically displayed. It’s sensational.
Denis Surjenko
Nathan DavidsonTax Tribe
We’ve been using Cloudoffis for over two years, and it has been a game-changer for our firm. The comprehensive suite of tools, combined with user-friendly interfaces, makes it a standout choice for anyone in the accounting industry.
con gotnis
Con GotsisPartner
Without a doubt, Cloudoffis is one of the best SMSF admin platforms in the market! The powerful workpaper platform makes referencing key documents instant, end-of-year preparation more efficient, and reduces wasteful workarounds. We particularly enjoy the fantastic features provide, such as AI Run, Dashboard and Observation. Furthermore, regular training sessions are invaluable in keeping our team abreast of the most up to date features.
Pearly Yap
Pearly Li S YapAssistant Manager
Navigating compliance has never been smoother. With this solution, we not only meet but exceed regulatory requirements. The peace of mind that comes with feeling supported in compliance matters is invaluable, allowing us to concentrate on our core business functions."
Homer Santos
Homer SantosSMSF Accountant
Cloudoffis has transformed our business operations. The software’s intuitive design and powerful features have significantly streamlined our accounting processes, making our workflow more efficient than ever.
Fred Walker
Fred WalkerDirector and Principal Financial Planner
We have been using SMSF Sorted for preparation of our SMSF accounting files since COVID struck in March 2020. This software enabled us to continue to meet our client’s requirements and timeframes while we were all working from home and has improved our efficiency ever since.
Marie-Ickeringill
Marie Ickeringill Director - SMSF

Frequently Ask Questions

What is SMSF Sorted?

SMSF Sorted is a cloud-based workpaper and review tool for SMSF accountants in Australia. It allows you to prepare, manage, and submit compliant SMSF workpapers with automation, integrations, and one‑click submissions to your SMSF auditor

It’s built for Australian SMSF accountants and firms, and can also be used (or interfaced with) by SMSF auditors.

SMSF Sorted integrates with Class and BGL

Users can track job status, assign tasks, monitor progress via dashboards, reduce duplicate uploads, and maintain a structured review chain.

At Cloudoffis, safeguarding your data is our top priority. We are proud that we have achieved ISO 27001 certification, the internationally recognised standard for information security management systems (ISMS).

SMSF Sorted is billed monthly per client

Cloudoffis provides full onboarding, training, and ongoing support to ensure your firm gets the most out of SMSF Sorted

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