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Your guide to Sorted Lite

Sorted Lite, powered by Cloudoffis, is a free workpaper solution that integrates seamlessly with Class Super to enhance your accounting workflow. It simplifies document management, workpaper preparation, data submission for audits, tracking audit progress, and streamlines collaboration with auditors through its query module. This guide is designed to ensure Sorted Lite users get the most out of their experience.

How to activate Sorted Lite in Class

You can activate Sorted Lite by following the steps outlined here:
How to Activate Sorted Lite.

Audit console in Class

The Audit Console page allows Class users to efficiently view all managed funds, track document uploads, workpapers, audit submissions, and manage open queries. More details can be found here:
Audit Console in Class.

Connect your auditor

To connect with your auditor in SMSF Sorted Lite, follow these steps:
How to Connect to an Auditor.

Submitting & re-submitting to auditor & uploading documents

Instructions on how to submit a job to your auditor are available here:
Submitting & Re-submitting an Audit

Before submitting a job for audit ensure that you upload documents. Detailed instructions are available here:
Uploading Document.

After uploading documents ensure that the OCR process has been completed before hitting the Submit to Auditor button (the OCR icon will appear as a circle in the middle of the screen at the top to show that it is still working)

If uploading documents after initial submission of audit job remember to
– Go to DMS, upload documents
– Select the unsorted folder
– Click on documents you wish to submit and- Share to auditor

Check the audit status of the fund submitted to the auditor

You can manage and review the status of submitted funds here:
Audit Stages in SMSF Sorted Lite

Manage open queries

For managing open queries, refer to:
Managing Open Queries in SMSF Sorted Lite.

Sorted Lite tutorial video

A tutorial video on Sorted Lite is available here:
Sorted Lite Tutorial Video.

Bookmarking supporting documents in Class via trial balance for internal reviewing process

Instructions on preparing workpapers and bookmarking documents are provided here:
Preparing Workpapers.

Financial reports generated from Class and automatically included in your submission to your Cloudoffis Auditor

These include:
– Annual Return – SMSF
– Depreciation Worksheets
– General Ledger
– Investment Income Comparison Report
– Investment Income Summary Report
– Member Statement
– Notes to the Financial Statements
– Operating Statements
– Realised Capital Gains Report
– Statement of Financial Position
– Trial Balance

Managing audit letters (Pre/Post audit letters)

Generate pre and post audit letters using the templates provided by auditors. Instructions are available here:
Auditor Templates & Audit Letters




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The Cloudoffis Bulletin:
August Edition

Welcome to this month’s Cloudoffis Bulletin!

As we transition into the first quarter of the year, the momentum is building, and so are our updates. We’ve packed this edition with exciting news, new product launches and valuable insights to keep you ahead of the curve.

So, sit back, relax, and dive into all the latest from the Cloudoffis team!

Industry highlights

The SMSF Association Technical Day

The Cloudoffis team was thrilled to participate in the SMSF Association’s Technical Day on 24-25 July at the Hyatt Regency Sydney. The event featured continued discussions around policies affecting the industry including the proposed Division 296 Tax.

Dr. Irene Guiamatsia shared compelling trends, highlighting the growing adoption of technology among SMSF specialists. She also noted that new trustees are increasingly influenced by internet research and word-of-mouth recommendations.

At Cloudoffis, we’re seeing the impact of these trends first hand as leading SMSF businesses are looking to Cloudoffis to support with better operational efficiencies, compliance support and protecting their clients data for their SMSF practices.

Get in touch today

Ensuring a seamless transition to Cloudoffis

Over 20% of SMSF funds are already audited using SMSF Auditomation by Cloudoffis, and that number keeps rising every month.

At Cloudoffis, we understand that managing process changes and upskilling your team on new systems can feel daunting, but it doesn’t have to be. Our dedicated onboarding program ensures a seamless transition, so you and your clients can start benefiting from better efficiency, data security and compliance support sooner.

Learn More


BGL Regtech Sydney

We had an incredible time at the BGL Regtech event in Sydney!

A big thank you to everyone who visited our booth – it was fantastic to connect with so many passionate professionals.

We showcased our latest features in SMSF Auditomation and SMSF Sorted, and introduced our newest product, Tax Sorted. The excitement and feedback we received were truly inspiring!

 

Graeme Colley

We extend a heartfelt thank you to Graeme Colley, Ambassador to The Auditors Institute, for partnering with Cloudoffis to review our inbuilt checklists.

His expertise ensures that Auditomation continues to support our customers in maintaining compliance.



Product updates

ISO 27001 Certification

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

This important certification demonstrates Cloudoffis’ commitment to continual improvement, development, and protection of information and sensitive data by implementing appropriate risk assessments, appropriate policies and controls.

Read more about our data security policy



Introducing Tax Sorted

We’re excited to invite our accounting community to join the waitlist for the upcoming product launch of Tax Sorted, a new tax workpaper solution by Cloudoffis.

Tax Sorted empowers accountants to prepare and submit tax returns with greater confidence and efficiency. By streamlining workpaper preparation and securely importing and organising your clients’ financial data, it allows you to effortlessly cross-check for final approval in a fraction of the time.

To learn more, book a demo or join our waitlist for the October launch, please visit our website

Join our Waitlist


Innovation is in our DNA

As Australia’s leading independent Software-as-a-Service provider dedicated to the SMSF industry, we bring over 8 years of unmatched experience. As pioneers, we consistently set the standard for innovation.

Customer feedback drives every feature we deliver. From enhanced integrations to intuitive platform experiences, continuous improvement is woven into our DNA, ensuring your ongoing success.

In case you missed our EOFY product wrap, click here to see what we’ve been busy working on.


Unlock more new features this financial year

As we kick start the new financial year, we’re excited to share the latest features we’ve packed into Cloudoffis. These updates are designed to ensure you enter FY25 with enhanced efficiency across your practice and improved communication and transparency between accountants and auditors.

We’ve been busy, so grab yourself a coffee and get into the updates!


Customer spotlight:

The Compliance Advantage for Superannuation Audit Services

Superannuation Audit Services, led by Denise Surjenko and Daniel Surjenko, has been a key player in this field for over 25 years. Based in Melbourne, Victoria, their award-winning firm has built a reputation for providing swift, independent auditing services with a personalised touch.

However, even the most established firms face challenges. For Superannuation Audit Services, reliance on traditional methods like Excel and hard copy documents created a bottleneck in their operations. The process was not only time-consuming but also prone to errors, impacting their ability to deliver the fast and accurate service their clients relied on. Enter Cloudoffis.

Read the full case study here.

Inside Cloudoffis

The Aussie team was thrilled to welcome our founders, Viral and Manish, to the Sydney office this month. Their visit included meetings with both existing and new clients and our partners in the industry.

Importantly, we took the opportunity to come together as a team to discuss our plans for the upcoming year, including the launch of Tax Sorted, our new Tax Workpaper solution, and how our products and services will continue to evolve to support the SMSF industry into FY25.

Rest assured that it’s going to be another big year ahead for Cloudoffis!




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Switching to Cloudoffis Made Simple

Did you know that over 20% of SMSF funds are audited using SMSF Auditomation by Cloudoffis? Each month, more auditors join the Cloudoffis community. However, many tell us that managing process changes and upskilling their team on new systems has been a barrier to making the move earlier.

Given the volume of new customers we onboard each month, we have evolved our onboarding program to ensure a smooth transition for everyone.

Onboarding Without the Headaches

Our industry-leading onboarding program supports your entire team to upskill and adopt Auditomation or SMSF Sorted by Cloudoffis seamlessly.


Daniel

However, what surprises our new customers the most is our comprehensive onboarding program for their accounting clients. In the last two months alone, we have onboarded over 30 accounting firms on behalf of our new customers.

Our service stands out because we have a dedicated account management team that works with you from before you become a customer, all the way through your Cloudoffis journey. From day one, we understand your investment goals in Cloudoffis and tailor our support to help you achieve them. Our team comprises industry experts who are committed to your success and speak your language.

Over time, we have also invested in our program to support the transition of files from new clients’ existing platforms and processes, ensuring historic records are uploaded and securely stored on Cloudoffis with ease. Whether you’re using Excel and email or another platform, our dedicated onboarding team makes the data transition a breeze.

Don’t Let Change Be a Barrier to a Better Way of Working

If you have been hesitant about how process change will affect your team’s productivity or morale, we encourage you to get in touch to discuss your concerns. You’re not alone. The good news is many clients before you have done it and only seen upside.

View our most recent customer testimonials.   

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New feature releases:
SMSF Sorted & SMSF Auditomation

As we kick start the new financial year, we’re excited to share the latest features we’ve packed into Cloudoffis. These updates are designed to ensure you enter FY25 with enhanced efficiency across your practice and improved communication and transparency between accountants and auditors.

We’ve been busy, so grab yourself a coffee and get into the updates!

Transform Your SMSF Workflows:
New features across Auditomation & Sorted Pro

Import & Re-import Flow in Auditomation & Sorted Pro

We are thrilled to announce a revamped Import & Re-import Flow for both Sorted and Auditomation! 🎉 Experience the new, efficient workflow today.

What’s New?

  • Instant Access: The moment you import financial data, you can jump straight to the job dashboard. No more waiting around!

  • Improved Efficiency: Financial data is accessible immediately while other data like observations, reports, and documents load in the background.

  • Enhanced Performance: With backend optimisations, system performance is significantly boosted, ensuring smoother execution and better resource management.

  • Streamlined Processes: These enhancements will make your existing processes more efficient, saving you valuable time.

Introducing ‘Waiting for Response’ Stage in Sorted and Auditomation!

We’re excited to introduce a new job stage, ‘Waiting for Response,’ to improve your workflow and communication! 📈

Problem Solved:

  • Auditors often have to pause audit job processing while waiting for responses from accountants. They typically change the job status to ‘Waiting for Client,’ but accountants cannot separately track these jobs, leading to delays.

The Solution:

  • New Job Stage: The ‘Waiting for Response’ stage will be introduced to accountants using Sorted and Sorted Lite, allowing accountants to easily track jobs pending their response.
  • Improved Turnaround Times: This new stage will streamline communication and speed up the turnaround times between accountants and auditors.


Big News for Auditomation Users


Reimporting clients details

We’ve listened to your feedback and are excited to introduce a new solution for re-importing client details in Auditomation! 🚀

What’s new?

  • One-Click Re-import: Now, with just one click, you can re-import client details. Fund, member, and trustee information will be updated automatically, ensuring accuracy and saving you time.
  • New ‘Add Alternate Address’ Field: You can now add an alternate address in the client details page. This new field is used for generating audit letters and reports with the alternate address, we’ve also added a placeholder called ‘Alternate Address’ to make it seamless.

These updates will drastically reduce manual efforts and enhance accuracy in your auditing process.

BGL Workpaper Docs

We’re excited to bring Auditomation customers a major time-saving enhancement: Auto Availability of BGL Workpaper Docs! 🚀

Previously, you had to manually convert each BGL Workpaper document to a Cloudoffis-supported format to use our bookmarking and search features. This was time-consuming, especially with a large number of documents.

The Solution:

  • BGL Workpaper documents will now be automatically converted to the Cloudoffis-supported format. No more manual conversions needed!


Billing Module & Practice Management

Whilst the Cloudoffis Billing module and Practice Insights were already available in the old version for Auditomation customers, we’ve now integrated them into the new version for a more streamlined and user-friendly experience. 🎉. Discover how Cloudoffis can streamline your practice management and enhance your workflow.

Checklist for FY24
Since there were no updates from the ATO this year, we’ve taken the opportunity to revamp and clarify our checklist for better understanding and ease of use.

 

Exciting updates for Class customers using SMSF Sorted Lite

We’re excited to announce more updates to enhance your SMSF Sorted Lite experience.

What’s new?

  • The audit console page is now even more action-oriented, allowing you to upload documents, submit jobs for audit, and download workpaper files directly from your Sorted Lite account, making your workflow smoother and more efficient.
  • The query module has been improved, enabling accountants to filter pending queries and prioritise actions for faster turnarounds.
  • We’ve made it easier for auditors to join the Cloudoffis Auditomation Pro platform, streamlining their audit processes and improving collaboration with Class accountants who use Sorted Lite, guaranteeing faster turnaround times.

$50 referral bonus SMSF Sorted Lite accountants

  • Did you know that as an SMSF Sorted Lite accountant, you can earn a $50 referral bonus when you refer your auditor to use Auditomation? Not only will you gain more control over every fund you manage, but you’ll also be able to automate your workpapers and submit audits to your auditor with just one click. This will help speed up the turnaround time of funds, as auditors will receive more structured data to work on. You’ll both benefit from easier collaboration with improved query management tools.

We love nothing more than investing in improvements to enhance your workflows and we continue to lead the industry with our product innovations. If you’d like any further information on the features we’ve delivered, reach out to Kresant in Sales or Dilnar and Jocelyn in Customer Success.

Read more about these releases in detail


SMSF Sorted

SMSF Auditomation





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Client Case Study: Superannuation Audit Services

Superannuation Audit Services, led by Denise Surjenko and Daniel Surjenko, has been a key player in this field for over 25 years. Based in Melbourne, Victoria, their award-winning firm has built a reputation for providing swift, independent auditing services with a personalised touch.

However, even the most established firms face challenges. For Superannuation Audit Services, reliance on traditional methods like Excel and hard copy documents created a bottleneck in their operations. The process was not only time-consuming but also prone to errors, impacting their ability to deliver the fast and accurate service their clients relied on.

Enter Cloudoffis. With the implementation of SMSF Auditomation, Superannuation Audit Services embarked on a transformative journey. This case study explores how Cloudoffis revolutionised their operations, streamlining data management and unlocking new opportunities for growth and client satisfaction. From overcoming initial hurdles to reaping the benefits of automation, discover how Cloudoffis enabled Superannuation Audit Services to elevate their practice and embrace a more flexible, efficient future.

Client: Denise Surjenko, Founder and Partner, ASIC Registered SMSF Auditor and Daniel Surjenko, Partner, ASIC Registered SMSF Auditor
Company: Superannuation Audit Services
Location: Melbourne, Victoria
Service Area: Nationwide
Client Base: Diverse, primarily SMSF clients
Website: Superannuation Audit Services

Company Overview:

Superannuation Audit Services is a specialist Self-Managed Super Fund (SMSF) auditing firm providing independent SMSF auditing services with a fast turnaround. With over 25 years of experience, they support accounting firms of all sizes, from the Big 4 to sole practitioners, both on-site and off-site, across Australia. Their award-winning firm is renowned for its personalised service, accessible team, and extensive expertise.

The Challenge:

Superannuation Audit Services faced significant challenges with storing and manually processing data. They relied heavily on Excel and hard copy documents, which was time-consuming and prone to errors. The process of checking market values and handling dividends manually was particularly cumbersome.

Why Cloudoffis:

With the implementation of SMSF Auditomation by Cloudoffis into their business, Superannuation Audit Services transitioned from using Excel and hard copy documents to a more streamlined, automated process that has been warmly welcomed by the team, who are dotted around Australia. This transition allowed them to improve operational processes and handle data more efficiently and accurately.
 

Benefits Realised:

  • Time Saved: The automation process significantly reduced the time spent on manual data entry and processing, allowing SAS to focus on more critical tasks.
  • Growth Unlocked: The efficiency gained from using Cloudoffis enabled the firm to hire top talent across Australia, expand their client base and take on more clients nationwide.
  • Greater Customer Satisfaction: The automation provided by Cloudoffis led to higher satisfaction among their clients due to the faster turnaround times and more accurate reporting.

Time better spent:

The transition to Cloudoffis enabled all staff at Superannuation Audit Services to work remotely. This shift to Cloudoffis not only made operations more flexible but also allowed them to service clients from various locations across Australia, including Sydney, Brisbane, Whitsundays and Perth. 

SAS’s top tips for using Cloudoffis:

  • Utilise Resources: Make the most of the resources and support provided by Cloudoffis.
  • Keep in Contact: Maintain regular communication with the Cloudoffis support team to resolve any issues quickly.
  • Just Use It: Embrace the platform fully to realise its benefits and improve operational efficiency.

By implementing Cloudoffis, Superannuation Audit Services transformed their operations, achieving significant time savings, unlocking growth opportunities, and enhancing customer satisfaction. Their journey with Cloudoffis is a great example of how simplifying your SMSF Audit workflows can allow you to rethink your practice management processes, embrace new growth strategies and drive business success.

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Welcome to the June edition of the Cloudoffis bulletin

Welcome to the June edition of the Cloudoffis Bulletin.

It’s hard to believe how swiftly we’ve completed the financial year and started the new one. This issue is packed with our favourite topics: industry trends, customer highlights, and plenty of product updates to help you kick off the new financial year with a bang.

So grab a cuppa and settle in!

Industry trends

Back in January, we predicted that auditors would be required to safeguard their businesses against compliance risks and we would see a spike in businesses looking to streamline operational processes for enhanced efficiency

These trends have indeed started to take shape. SMSF auditors adopting Cloudoffis for compliance and prioritising operational efficiencies are experiencing incredible success. These forward-thinking customers report delivering more audits, faster, and with greater confidence than ever before.

Customer spotlight

David Alcock, Manager at Integrated Audit Services, chose Cloudoffis for its comprehensive compliance support and its ability to address specific compliance needs that their previous manual system couldn’t handle.

However, he was pleasantly surprised to find additional benefits, including significant time savings through automation, which drastically reduced the time spent on audits. He also experienced fewer headaches thanks to simplified compliance and audit management, and gained valuable operational insights with an enhanced ability to track data and processes.

Read more

FY24: The year of streamlining your workflows

It’s amazing how much can be achieved in a year. Below, we’ve highlighted our top feature releases for FY24, made possible by the feedback from our customers.

SMSF Auditomation

Billing by Cloudoffis
July 23
Speed up the time it takes to get an invoice to a client, so you’re paid faster. This feature helps centralise all your practice management requirements.

Read more

New look Auditomation
August 23
We revamped Cloudoffis Auditomation with a brand new design to improve efficiency and simplify your workflows. What you might not know is that this redesign also enabled us to build new capabilities behind the scenes that improve your daily experience.

Watch the video

Improved Class integration
October 23

Although the integration was designed for accountants, it turned out to be a bonus for auditors too! Now, accountants can submit their workpapers to auditors with just one click, ensuring that auditors receive clients’ data securely and directly from Class.

Read more

Manual audit upload
October 23
One of our customers’ favourite releases this year, manual audits transforms your manual files into structured data ready for immediate auditing. Say goodbye to intricate, error-prone processes and hello to increased revenue and satisfied clients.

Read more

Custom Folders
November 23

Streamline document organisation and retrieval with the Custom Folder feature in our Document Management System (DMS). This enhancement to the Permanent Document section allows you to create personalised subfolders, enabling efficient document upload, management, and the addition of notes or comments directly at the folder level.

Approval history
January 24

A historical record of when and who prepared, reviewed, audited or approved paperwork at each stage of the process, this feature helps you keep a track of your processes in your practice for years to come.

SMSF Sorted

We received feedback from our accounting clients at the end of FY23, highlighting the need for deeper integrations with the industry’s leading apps. You asked, and we delivered.

Sorted + Class
This year, we’ve focused on enhancing how accountants prepare their SMSF workpapers in Class and collaborate with auditors to expedite fund turnaround.

See how it works

FYI Docs
For accountants aiming for greater efficiency, we introduced an integration with FYI Docs. This allows you to seamlessly import and export documentation without leaving Cloudoffis.

Find out more

Signed off feature
Recognising the importance of audit support, we added a new “Signed Off” feature to Sorted Pro’s workflow, making it easier to track who has approved financials.

Read more

If you’d like any further information on the features we’ve delivered this year, reach out to Kresant in Sales or Dilnar and Jocelyn in Customer Success.

In the meantime, we’d like to thank you for another great year. We’re excited to introduce many new features as we continue leading the industry with our product investments into FY25.

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The Cloudoffis Compliance Advantage for Integrated Audit Services

Integrated Audit Services, a leading auditing firm based in Brisbane, has transformed its operations with Cloudoffis SMSF Auditomation. Manager David Alcock, CAANZ, shares how the transition from manual systems to automation has saved time, reduced compliance headaches, and provided new operational insights, allowing his team to deliver exceptional customer service and faster turnaround times.

Client Case Study: Integrated Audit Services
Client: David Alcock, CAANZ
Position: Manager
Company: Integrated Audit Services
Location: Brisbane, Queensland
Service Area: Queensland and nationwide
Client Base: Diverse, including SMSF clients
Website: https://integratedaudit.com.au/

Integrated Audit Services, a leading auditing firm based in Brisbane, has transformed its operations with Cloudoffis SMSF Auditomation. Manager David Alcock, CAANZ, shares how the transition from manual systems to automation has saved time, reduced compliance headaches, and provided new operational insights, allowing his team to deliver exceptional customer service and faster turnaround times.

Company Overview:

Integrated Audit Services is an auditing firm based in Brisbane specialising in a range of audits, including SMSF (Self-Managed Super Funds). The firm manages a large number of SMSF audits across Australia.

The Challenge:

Before adopting Cloudoffis SMSF Auditomation, Integrated Audit Services relied on manual systems like spreadsheets. The constantly changing regulatory landscape made it imperative to find a technology partner to ensure compliance and streamline their audit processes.

Why Cloudoffis:

  • David Alcock and his team chose Cloudoffis for its comprehensive compliance support and its ability to address specific compliance needs that their previous manual system couldn’t handle. 
  • He trusts Cloudoffis to effectively implement any necessary updates related to SMSF legislation changes, ensuring that Integrated Audit Services remains compliant and accurate. David believes in Cloudoffis’ capability and reliability to stay current with legislative modifications, providing peace of mind and reducing the burden of manual updates.

Cloudoffis Implementation:

Since November 2017, Integrated Audit Services has been using Cloudoffis SMSF Auditomation. The transition to this automated system has brought significant improvements to their operations.

Benefits Realised:

  • Time Savings: Automation has drastically reduced the time spent on audits.
  • Reduced Headaches: Simplified compliance and audit management.
  • Operational Insights: Enhanced ability to track data and processes.

Favourite Features:

  • Automatic Letter Generation: Simplifies the creation of management letters, qualifications, and contravention reports.
  • Rolling Forward Feature: Maintains tags on documents year over year, saving unnecessary rework.
  • Internal and External Query Monitoring: Allows efficient management of queries from both team members and accounting clients, improving customer service and turnaround times.

Future Plans:

With the time saved and operational efficiency gained, David has been able to implement other new technologies into the practice, further enhancing their operational efficiency.

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Great news for Class Customers

We’re excited to announce that the enhanced Class Workpapers powered by Cloudoffis is now live and free to use for Class SMSF Accountants.

The introduction of over 10 new features and enhancements to Cloudoffis Sorted Lite further streamlines the management of your client SMSF’s on Class.

What’s New:

  • Simplified Activation Process: No more lengthy forms. Simply log into your Class account, navigate to ‘Settings’ and then ‘Integration’ and activate Cloudoffis Sorted Lite.
  • Single Centralised Platform: Manage everything from one place. Prepare workpapers, audit, manage queries and collaborate with auditors seamlessly from the Cloudoffis portal connected to Class.
  • Audit Console Page: Track the progress of workpapers and audit submissions with the new Audit Console page. Gain insights into queries with your auditor.
  • Integration with Class DMS: Load documents directly from Class DMS to Sorted Lite and save final workpaper files back to Class DMS. Maintain document tags between Cloudoffis and Class effortlessly.
  • Working with Multiple Auditors: Connect with multiple auditors and submit funds to them hassle-free.
  • Sorted Lite Dashboard Options: Enjoy new options on the Cloudoffis Sorted Lite dashboard, including viewing documents, status in audit and queries and updating the latest financial data.
  • Easy Switching Between Different Businesses: Switch between different businesses in Class effortlessly, simplifying fund management for multi-business firms.

For a more information, check out the Class Help Doc. For a detailed walkthrough, check out our Demo Video.





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Welcome to the May edition of the Cloudoffis bulletin

It’s an exceptionally busy time for the SMSF industry, especially our Auditors who have been working overtime to hit deadlines. We’d like to share our gratitude to all the SMSF Auditors out there that are working tirelessly to keep our industry, SMSF Accountants and Trustees, safe and compliant.

This month, we’re proud to feature a new tip sheet to help you rethink your practice management as you head into the new financial year. The feedback from across our network has demonstrated that there is a strong need for improved operational excellence to help with growth and compliance. Based on these conversations, we’ve compiled three proven trategies to help you enhance your practice management in 2024. Take a read below.

We’re also sharing some short videos that our team has been working, providing you with a new way to consume the Cloudoffis product updates for Auditors and Accountants alike. Grab a coffee and jump on in

Industry trends

Rethink your Practice Management: 3 proven strategies

Are you an auditor looking for ways you can rethink your practice management to help you stand out from the competition without resorting to price reductions?

The answer lies in delivering exceptional customer service as your point of difference, ensuring customer satisfaction and generating referrals from their network.

Download the guide


Maintain your brand integrity with secure data sharing and storage

If safeguarding your brand reputation and securing your clients’ data is a top priority, we invite you to review our updated Data Security Policy.

Our platform not only ensures secure data storage but also features robust access controls to protect you, your staff, and your clients. With administrator-defined access levels in Cloudoffis, your team members can only access the information necessary for their roles, ensuring maximum security and efficiency.

Product update

Say yes to manual files and start auditing straight away

In an industry first for our Auditing community, Cloudoffis has delivered an easy way for you to receive manual files such as PDF, excel or CSV from your clients.

With our manual uploads feature, we turn your manual files into structured data that’s ready to audit immediately, so you can say goodbye to intricate, error-prone ways of working and hello to new revenue and happy clients.

Watch this 2 minute video to learn more about this much loved feature that can help you increase your revenue.




Import and export documents securely between SMSF Sorted and FYI

Document management is a time-consuming, yet important task to get right, which is why we are thrilled to introduce our integration between SMSF Sorted and FYI.

With just the click of a button, you can access and import all your documents stored in FYI from your SMSF Sorted account and once your workpapers are generated, you can effortlessly save them back into your preferred cabinet in FYI, all without leaving SMSF Sorted.

If you’re an accountant looking to boost productivity, watch this 1 minute video to see how you can securely transfer documents between Cloudoffis and FYI Docs so you never have to go searching for paperwork again.

Automate, submit and track your audit jobs with ease

Keen to see how the new and improved Class x Sorted Lite integration works? Watch this short video to see how you can automate your workpapers, submit workpapers in just one click and track your audit jobs.

Experience more of the new Cloudoffis

More than 55,000 funds have been processed on Cloudoffis in FY23. If you think there’s room for you to optimise your practice, enhance operational efficiency, or elevate customer experiences this year, now may be an opportune time for us to connect.

Book a time to chat that suits you.

 

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The Cloudoffis Bulletin April Edition

Welcome to the April edition of the Cloudoffis Bulletin. We hope that you have had a profitable month, despite the multiple public and school holidays that crop up at this time of year.

 

We’re moving into the busy season for Auditors so we’ve kept this April’s edition short and sharp but jam packed with important updates for both accountants and auditors.

 

Enjoy this month’s issue.

Current trends

At Cloudoffis, we are on a mission to educate our SMSF community about ways to drive operational efficiency in their business.

Did you know, the top three* operational challenges faced by the industry today are:

  • Managing manual processes
  • Dealing with client information stored in multiple places, and
  • Managing multiple systems

Download our guide to help you achieve operational excellence in your practice.

We’ll cover:

  • How operational excellence leads to incredible customer service and happy customers
  • The challenges other SMSF industry leaders face in achieving operational excellence
  • Three proven strategies to improve the operations in your practice

Download

*Cloudoffis Operational Excellence research, 2024

Product update

If you’re an SMSF Accountant, it’s time to shift towards running your practice entirely in the cloud.

 

Last month we updated you on the amazing new experience that Cloudoffis is delivering for Class customers, free of charge.

 

Did you know we also integrate with more of the industries favourite software including FYI Docs, Microsoft Office and of course BGL and SuperMate?

Visit our website for more information about our integrations for accountants and auditors.

Explore

Run your entire Auditing practice with Cloudoffis

 

SMSF Auditomation by Cloudoffis is uniquely designed for Australian SMSF Auditors to help make your day-to-day operations a breeze from within one intuitive platform.

 

Every day, our customers rely on Cloudoffis for all their practice management needs from streamlining operations, real-time reporting, accelerating cash flow and securing their customer data.

 

Whether you’re new to Cloudoffis or a long standing client, find out how Cloudoffis can take care of your business operations, all from within one easy-to-use platform.

Visit our website

 

SMSF Sorted Pro – New ‘Signed Off’ feature

 

We’ve added a new “Signed Off” feature to Sorted Pro’s workflow, making it easier to track who has approved financials.

 

At the approval stage simply click the “Signed Off” checkbox to create an audit trail in the Statement of Financial Position and Operating Statement. These details can also be viewed when downloading the Sorted Work Paper file or you can monitor the sign-offs directly from the dashboard.

Find out more

 

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