The Cloudoffis team has been delivering demos for eager tax teams across Australia, who have long been awaiting for a Cloudoffis solution for tax workpapers. With the launch of Tax Sorted just days away, we’re excited to expand our services beyond SMSF, so be sure to share the news with your tax team!
This month, we’re shining a spotlight on our SMSF Accountants, diving into our Sorted Lite and Class integration as we reflect on another fantastic Class Ignite event and the opportunity to reconnect with so many of our customers. We’re also featuring our SMSF Sorted Pro customer, Emily Cooper from SMSF Australia, who reduced her firm’s audit file reviews by 50% and grew 100% year on year supported by Cloudoffis.
We’re pleased to welcome two new members to our team: Graeme Colley, a man who needs no introduction, joins us as an Independent Industry Advisor, and Emma Crisp, who comes on board from Xero as our Senior Marketing Manager. So, grab your cuppa and settle in, there’s plenty to explore this month.
Introducing Tax Sorted workpapers:
we’re expanding beyond SMSF!
We’re thrilled to announce Tax Sorted, the latest member of the Cloudoffis family, is going live next week!
Tax Sorted empowers tax accountants to streamline their processes with automated workpaper creation, allowing team members to produce more accurate tax workpapers for businesses and individuals, faster than ever before.
Wondering why we’re branching out beyond SMSF? Keep reading to find out!
Find out more about Tax Sorted
Class Ignite 2024
This year, our Cloudoffis theme was “Enjoy More Coffee Time with Class and Cloudoffis.” We gave away nearly 100 Cloudoffis coffee cups, and three lucky attendees won brand new DeLonghi coffee machines!
Wondering why we’re branching out beyond SMSF?
A special thanks to Leanne for visiting our stand and sharing her insights on how Sorted Pro has helped her grow her new practice, SMSF Co-Pilot. Check her feedback below:
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Get started with Sorted Lite
$500 referral bonus SMSF Sorted Lite accountants
Did you know that as an SMSF Sorted Lite accountant, you can earn a $500 referral bonus when you refer your auditor to use Auditomation?
With your auditor on 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 audit files to your auditor with just one click. And with both of you collaborating on Cloudoffis, you’re guaranteed to 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.
Refer Now
How SMSF Australia Slashed Audit File Reviews by 50% and grew 100% year on year supported by Cloudoffis
Read the full story
Cloudoffis Tours Tasmania
We’re always on the move, so if you’d like to meet face-to-face with our team, don’t hesitate to reach out. We love visiting both existing and potential clients to help them get the most out of their Cloudoffis experience.
Book a time
Product updates
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.
BGL Workpaper Doc
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!