Category: news room

Cloudoffis launches
Workpapers Sorted, unveiling expanded AI-powered functionality

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

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Cloudoffis marks growth with two new executive hires and new Sydney CBD headquarters

Sydney, 16 September 2025: Cloudoffis, Australia’s leading provider of cloud-based audit and compliance technology, has unveiled a series of expansion milestones as it accelerates growth beyond SMSF audit automation and into the wider accounting market.

The momentum is being driven by the rapid uptake of Workpapers Sorted, Cloudoffis’ newest product, launched in July 2024. Workpapers Sorted’s plug-and-play ease of use, Excel-based design, and powerful integrations with the ATO, Xero and FYI Docs has given Cloudoffis an immediate foothold across an estimated 60% of the accounting market.

 

In response to this growth, Cloudoffis has:

  • Appointed two senior leaders to newly created roles – John Munden as Chief Strategy Officer and Melissa Lawlor as Head of Growth.
  • Relocated its Sydney headquarters from Parramatta to 60 Martin Place, a prestigious CBD location closer to customers and partners.
  • Commenced a new wave of recruitment, with additional hires announced recently and more roles to be filled in the months ahead.

 

“This is a defining moment for Cloudoffis,” said Viral Kanabar, co-founder of Cloudoffis. For nearly a decade, we’ve been an innovator in SMSF audit automation, achieving 22% market share. With Workpapers Sorted, we’re unlocking the much larger accounting industry, both in Australia and globally. The move to Martin Place, creation of new leadership roles, and our growing team all reflect the scale of our ambition.”

 

As Chief Strategy Officer, Munden will steer the company’s long-term growth agenda, including opportunities to expand internationally into markets such as the UK and the US. He brings more than a decade of leadership experience scaling software and professional services businesses across Australia and the UK, including senior roles at Apple and Xero, leading transformation teams.

 

“Workpapers Sorted is reshaping expectations in the accounting software space,” said Munden. “It’s fast, intuitive and genuinely reduces workloads – helping firms save up to 30 minutes per job and cut review times in half. My focus will be ensuring Cloudoffis captures this momentum and translates it into lasting global impact.”

 

Melissa Lawlor, Cloudoffis’ new Head of Growth, will lead brand, marketing and customer experience strategy. A seasoned SaaS growth marketer, Lawlor brings more than 15 years of experience from roles at Dext (formerly Receipt Bank) and Deputy, where she specialised in demand generation and scaling customer adoption.

“What makes Workpapers Sorted so powerful is its accessibility,” said Lawlor. “Accounting firms can be up and running in minutes, which makes change management seamless. That’s a huge differentiator, and I’m excited to help drive the next phase of Cloudoffis’ growth story.”

 

“We’ve built a product accountants actually love using,” added Manish Sheladia, co-founder of Cloudoffis. “Our vision has always been to create simple, powerful tools that transform compliance. Workpapers Sorted is proving that vision extends well beyond SMSFs – and we’re just getting started.”

With strong foundations in SMSF audit automation and a rapidly expanding footprint in tax and compliance, Cloudoffis is positioning itself as a global leader in cloud-based accounting solutions.

 

For more information about Cloudoffis, please visit: https://cloudoffis.com.au 

 

About Cloudoffis
Cloudoffis is Australia’s leading cloud-based audit and compliance platform, trusted by SMSF auditors, administrators, and accountants. With more than 22% market share in SMSF audit automation, Cloudoffis is now transforming tax and compliance workflows through its new Workpapers Sorted product. By combining deep industry knowledge with innovative, plug-and-play technology, Cloudoffis streamlines processes, reduces risk, and helps practices deliver higher-value client service.

For further information or to arrange interviews, please contact:

Jasmine Turvey, Head of PR – Reverb Media

E: jasmine@reverb-media.com.au

P: 0437 762 320

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