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Work smarter, not harder with SMSF Auditomation

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starting at $27 / Per file (ex-gst)*

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  • Deliver standardised and compliant SMSF audit
  • Scale your business with confidence
  • Run your entire practice in the cloud


starting at $43 / Per file (ex-gst)*

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Professional, Plus

  • Practice Management which includes a Billing Module and an Analytics Module.
  • Integration with customer’s legacy systems (DMS, billing, workflow, etc.).
  • Single Sign-On (SSO) integration.

Workpaper file linked with source documents

Connect with Accounting firms (your clients)
Connect with all your practice clients

Risk Matrix - Set Risk Matrix at the Audit firm level & also can be changed at job level. Helps you to instantly view the complexity of the audit and to plan the assignment of audits.
Materiality Assessment - Set materiality at the audit firm level & also can be changed at job level. Materiality defined in four ways as Overall Materiality / Class of Balances / Performance / Trivial Balances
Analytical Procedure - Gives you a quick overview of variance between current & previous financial year. Also allows to flag if items are of material with your comments

Including Pension Minimum & Maximum / Contribution Cap Limit / Work Test / Negative Bank Balance / Reverse Balance / Income Comparison / Market Value Comparison / Rental Income / Benefits Paid to Member / Lumpsum Payment / Retirement Condition

Reconciliation Templates to standardise your processes including Direct Property / Unlisted & In-house assets / LRBA / GST / Tax Due / Contributions / Pensions / TBAR

Including Trial Balance / General Ledger / Statement of Financial Position / Operating Statement / Investment Summary Report / Investment Movement Summary and more...

  • Comparative Financial Data displayed including columns for quantity, amount & percentage change.
  • Easy view Documents / Tag Documents / Review Points / Red Flags / Queries & Comments available at every line item
  • Audited checkboxes to differentiate between checked and not checked items
  • Checklist for each section with Audited By checkboxes at every checklist
  • View the transactions of each line item with a single click.
  • Search & Filter transactions within the General Ledger
  • Reimport updated financial data from the accounting software
  • Icons to clearly indicate new, updated & deleted items upon reimport
  • Option to Overwrite or Delete existing work while reporting
  • Allows you to download a file with fund details, financial data, all checklists, tagged documents, queries & review points, materiality assessments, risk matrix assessments, analytical procedure, financial reports for your records or to provide it to ATO

    Accounting firms can manage workflow
    Submit jobs to Auditors
    Resubmit jobs to Auditors (In the event amendments were required)
    Submit Documents

    15+ Reports automatically imported & tagged against line items including investment summary report / Investment movement summary / Annual return / Activity statement preparation / Tax accounting rec / Pensions / Contributions / Distribution rec and more...
    Documents tagged against line items
    Permanent documents
    Notes to Auditors saved against line items
    Previous years documents
    One-Click verification of data with the accounting software
    7 plus Workpapers reconciliation templates to standardise your processes including direct property / Unlisted & in-house assets / LRBA / GST / Tax Due / Contributions / Pensions / TBAR

    Auditors can share audit engagement letter templates with the Accountants to generate and send to trustees to sign from their end.
    Bulk generation of audit engagement templates shared by your clients
    Manage signed audit letters & reports and auto transfer copies to Cloudoffis Auditors
    Send pre-audit letters to trustees using Docusign and/or Email to self

    Track audit jobs submitted via job reports which include filters & an export to excel function.
    Upload additional documents for audits in progress

    Create queries for your clients
    Track query responses, it's status open/closed fund wise/practice wise

    Receive post-audit letters shared by you in the audit letters & reports folder

    Readymade checklist provided by Cloudoffis each year
    Customise & create multiple checklist templates with predefined comments

    Cloudoffis report templates considering ATO updates every year
    Prepare customised report templates with placeholders and get it in the jobs with autofilled information
    Bulk sharing Audit Engagement Templates with your clients
    Manage signed audit letters & reports and auto transfer copies from Cloudoffis Accountants
    Predefined report content for Post Audit Reports
    Send post audit letters with a click
    Bulk sharing of Post Audit Reports with your clients

    Add Users
    Assign Roles To Users
    Personalised User Dashboards

    Import clients from multiple software programs - Class/BGL 360/SuperMate/Manual Jobs

    Create jobs by importing financials from Class/BGL 360/SuperMate/Manual Jobs
    Staff assignment & re-assignment of jobs (Preparer/Reviewer/Manager)
    Re-importing of financial data
    View prior year summaries

    Track progress of jobs by status
    Track jobs by assigned staff member
    Search & filtering
    Query management

    Comprehensive query module to collaborate with internal and external users
    Assign queries to relevant staff members
    Track query status'
    Email and system notifications
    Raise and address review points

    Create custom labels and tag against each fund. Labels can be created based on complexity of the fund, urgency, investment types (like unlisted property/ collectible & personal use assets, volume of investments & transactions), risk etc... Up to 25 Unlimited

    Upload, auto OCR and search within documents (splitting of documents is not required)
    Tag & bookmark supporting documents against line items
    Tag a single document against multiple line items
    Option to mark documents as permanent
    Permanent documents roll over to the next FY
    Roll forward documents to next FY
    Upload, auto OCR and search within documents (splitting of documents is not required)
    Add comments to and highlight text on documents
    Search across content within the fund's DMS
    Bulk operations supported
    Auto OCR
    Quick view & count of unsorted documents

    Manage custom pricing for each practice customers / Auto invoice / Custom xero integration / customer based settings. Add-On

    Audit business / customers / jobs / staff / growth / revenue analytics. Enabling audit partners & managers in strategic decision making & negotiations Add-on

    Integration with customer's legacy systems (DMS/billing/workflow etc)
    SSO integration Add-On
    Integration with Infotrack

    Maintain audit trail throughout the process

    Enable multi factor authentication via scan QR code / text message / mail authentication

    *Conditions Apply