Connect Cloudoffis to your favourite software
Shift towards running your practice entirely in the cloud with integrations from the industries most loved apps
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For Accountants
Securely export workpapers to auditors with just one click
Prepare workpapers in BGL and securely export into Cloudoffis
Import and export docs with ease without leaving Cloudoffis
Upload & edit Excel and Word documents in Cloudoffis.
For Auditors
Receive your clients data securely and directly from Class
Turn funds around faster with secure tracking and collaboration tools
Standardise the way your team receives funds for faster turnaround
Save time and get paid faster with every audit you complete
Import and export docs with ease without leaving Cloudoffis
Send reports to trustees for digital signatures & store them in Cloudoffis.
Cloudoffis is leading the way to drive collaboration
SMSF Sorted and SMSF Auditomation connect the processes of SMSF Accountants and Auditors like no other tools in the industry. Here’s how it works:
- Submit your workpapers from Sorted to Auditomation with one click
- The workpapers, docs and data are automatically organised for the auditor upon delivery to speed up preparation time
- Accountants and auditors collaborate on queries & track job statuses securely within the Cloudoffis platform
- Audited funds are securely stored in Auditomation and Sorted and can be shared back to your favourite apps such as FYI Docs, Class and BGL 360.
FAQ's
What SMSF software does Cloudoffis integrate with?
Does Cloudoffis integrate with Class and BGL?
Cloudoffis Sorted Lite is a free solution for Class customers to reference source documents to specific line items in the Trial Balance live report and create a fully referenced workpaper pack, which can be handed over to the auditor in just one click, then tracked for full control of the end to end process.
The Cloudoffis integration with BGL 360 supports accountants to submit their workpapers in just one click.