On boarding

Welcome to Cloudoffis - Change Management made easy

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

1We spend time understanding your current challenges
2We go through your existing workflows to understand how you work today and where we can help
3Once 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.
4Our dedicated Customer Success team will work with your nominated team member to set up Cloudoffis for you
5Next, we sit with you as you run the first audit through Cloudoffis using live customer data
6Finally, once everyone is satisfied, we can onboard the broader team and your clients.

Why Australian practices and firms love Cloudoffis

Our staff have been able to provide more value adds for our clients using features like the one click submission for audit and because the job workflow is automatically displayed. It's sensational.
Nathan Davidson Senior Accountant
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. Cloudoffis employees are friendly and approachable. We have found them very open to suggestions and welcoming of feedback.
Marie Ickeringill Director - SMSF
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 Li S Yap Assistant Manager
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 Gotsis Partner


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.