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SMSF Sorted Pro by Cloudoffis

Transforming Self Managed Super Fund preparation and management for accountants and financial professionals in Australia.
Talk to an Expert
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.
Nathan Davidson Senior Accountant
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. Cloudoffis employees are friendly and approachable. We have found them very open to suggestions and welcoming of feedback.
Marie Ickeringill Director - SMSF
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 Li S Yap Assistant Manager
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 Gotsis Partner

SMSF Sorted Pro: Your solution for efficient workpaper preparation, effortless audit submissions, and optimised workflows.

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How it works

Streamlined Workpaper Preparation

Effortlessly prepare and manage SMSF workpapers with secure, time-saving features:

Simplify business expansion by standardising processes and minimising time spent on routine, non-revenue-generating tasks:

  • Standardised processes to reduce manual workarounds and job time.
  • Customisable reconciliation checks with 8 ‘Excel-like’ workpapers tailored to your needs.
  • Automated document tagging for easy organisation via Class DMS or local drive.

Audit Submission in One Click

Simplify audit submissions and improve collaboration with auditors:

  • Submit audits instantly with one-click submission.
  • Connect with multiple auditors seamlessly.
  • Quickly resubmit updated documents anytime.

Optimised Workflow Management

Stay on top of the audit process with tools designed for clarity and efficiency:

  • Track all client funds through the Audit Console.
  • Access detailed fund-level insights like open and resolved queries.
  • Improve processes with management approval workflows.

Seamless Integration

Connect and sync with leading platforms for a smooth experience:

  • Activate your account directly via Class integration.
  • Ensure accuracy with real-time data sync from Class.
  • Compatible with leading platforms like Class and BGL 360.

Efficiency That Counts

Save time, reduce errors, and improve communication:

  • Save up to 40% of your time—just like Macquarie Business Accountants.
  • Eliminate double handling with streamlined processes.
  • Boost productivity with instant reimporting of data and documents.
See our demo library to understand how Sorted Pro works in more detail.