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Workpapers Sorted SMSF Sorted SMSF Auditomation

On boarding

Welcome to Cloudoffis - Change Management made easy

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Introducing change can be daunting, even when it leads to better processes and greater efficiencies. At Cloudoffis, our dedicated Australian Sales and Customer Success team takes the lead, supporting your team every step of the way – at no additional cost to you.

Through our tailored onboarding program, you can trust that both your team and customers will unlock the potential of Cloudoffis from day one, so you can keep your business running smoothly with minimal interruptions.
 

Your step by step onboarding program

We spend time understanding your current challenges

We go through your existing workflows to understand how you work today and where we can help

Once we know you a little better, we’ll jump into a demonstration of the Cloudoffis platform, focusing on how our features will solve your current challenges.

Our dedicated Customer Success team will work with your nominated team member to set up Cloudoffis for you

Next, we sit with you as you run the first audit through Cloudoffis using live customer data

Finally, once everyone is satisfied, we can onboard the broader team and your clients.

Why Australian practices and firms love Cloudoffis

SAS has experienced remarkable benefits since adopting Cloudoffis. The automation process significantly reduced our time spent on manual data entry and processing, allowing us to focus on more critical tasks. This efficiency has unlocked growth opportunities, enabling us to hire top talent across Australia, expand our client base, and take on more clients nationwide. Our clients are more satisfied than ever thanks to faster turnaround times and more accurate reporting provided by Cloudoffis
Denis Surjenko
Denise SurjenkoFounder and Partner
At Integrated Audit Services, we chose Cloudoffis for its comprehensive compliance support and its ability to handle specific needs that our previous manual system couldn’t address. I trust Cloudoffis to manage any updates related to SMSF legislation changes effectively, ensuring we stay compliant and accurate. Cloudoffis’ reliability in staying current with legislative modifications provides us with peace of mind and significantly reduces the burden of manual updates.
David Allcock
David AllcockManager
Cloudoffis has significantly improved the efficiency of our SMSF administration processes, particularly with its streamlined audit workflows and automation features. The platform has helped our team reduce manual handling and maintain greater visibility across jobs
tax tribe
Michael CatterallTax Tribe
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 gotnis
Con GotsisPartner
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 Yap
Pearly Li S YapAssistant Manager
Navigating compliance has never been smoother. With this solution, we not only meet but exceed regulatory requirements. The peace of mind that comes with feeling supported in compliance matters is invaluable, allowing us to concentrate on our core business functions."
Homer Santos
Homer SantosSMSF Accountant
Cloudoffis has transformed our business operations. The software’s intuitive design and powerful features have significantly streamlined our accounting processes, making our workflow more efficient than ever.
Fred Walker
Fred WalkerDirector and Principal Financial Planner
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.
Marie-Ickeringill
Marie Ickeringill Director - SMSF

Frequently Ask Questions

Who needs to be involved in our practice to ensure onboarding is a success?
For a successful onboarding, it’s essential to have a dedicated team member who will be using Cloudoffis frequently. Ideally, this would be your Audit Manager or the Preparer of the Audits.
We provide comprehensive training on the full functionality of our Connected Portal. This includes step-by-step guidance on submitting and resubmitting funds for audit, responding to related queries, and generating and downloading Audit Letters and Reports. Our training ensures users can confidently and proficiently manage every aspect of the process.
Yes, our knowledge base includes support videos and detailed process documentation for use after onboarding. We will provide links to every section covered during the onboarding process, making it easy for your team to navigate and utilise the knowledge base effectively.
Yes – you may have outstanding audits using your old process. However, we will ensure the transition is as seamless and easy as possible for your team.
Yes, absolutely. You can download your data at any time.
At Cloudoffis, data security is our top priority throughout our operations. Our commitment to safeguarding the personal data of both you and your customers is reflected in every aspect of our system design and architecture. View our data policy here.
Yes, based on feedback from our clients, the ATO has reviewed our audit files with no issues.
Our Australian Customer Success team is dedicated to supporting you through every step of your change management journey, free of charge. With our expertise in personalising the process for your business, we ensure a seamless adoption of Cloudoffis for both your team and your customers.

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