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SMSF Auditomation

One Platform for your SMSF Audits

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One Platform. One Consistent Process

SMSF Auditomation is uniquely designed to support Australian Auditors managing Self Managed Super Funds to turn SMSF audits around faster with more confidence.

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Experience standardised and compliant SMSF Audits. Every time.

SMSF Auditomation guides your team to deliver standardised and compliant SMSF audits so you can:

  • Increase the number of funds you audit
  • Drive consistency of output, even as you scale
  • Free up time to nurture your customer relationships
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A seamless audit process

  • Auditomation flags compliance risks while reducing human error
  • Built in dashboards to track the progress and complexity of jobs
  • Standardise how funds are shared through seamless integrations with BGL, Class and Supermate
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Improve team and client communications

  • Integrated dashboards for real-time tracking

  • Simplify client communication with flows between SMSF Auditomation and SMSF Sorted

  • Change management made easy with the Cloudoffis team support
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Avoid costly compliance issues

  • Pre-built audit checklists
  • Reduce risk with observations taken care of
  • Cloudoffis is aligned with the latest SMSF regulations
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Run your practice in the cloud

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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
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.
Denis Surjenko
Nathan DavidsonTax 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

What is SMSF Auditomation?

SMSF Auditomation is a cloud-based platform designed to streamline and standardise SMSF audits for Australian auditors.

SMSF Auditomation is built specifically for SMSF auditors and audit firms who want to streamline their audit process, reduce manual work, and stay compliant with ATO regulations.

  • Class
  • BGL360
  • Supermate
  • Xero
  • Microsoft Office

SMSF Auditomation helps auditors stay compliant and reduce risk by automating audit checks, flagging issues early, and ensuring secure, standardised reporting. It follows ATO guidelines, stores data securely on Australian servers, and provides clear audit trails and dashboards to monitor job progress and potential risks

Yes, SMSF Auditomation allows you to manage multiple audit jobs and teams efficiently. You can assign, track, and collaborate across various jobs and team members using built-in dashboards and role-based access.

At Cloudoffis, safeguarding your data is our top priority. We are proud that we have achieved ISO 27001 certification, the internationally recognised standard for information security management systems (ISMS).

Within the platform, you can also activate Multi-Factor Authentication (MFA) for added protection. Options include:

  • QR code scanning
  • SMS text message verification
  • Email authentication

Annual subscription with upfront or monthly billing options available.

Cloudoffis provides free onboarding, training, and ongoing support to make sure your team gets the most out of SMSF Auditomation.

Please email our support team at support@cloudoffis.com.au or call us on 1300 979 457 (Monday to Friday, 9am–5pm AEST)

All data is securely stored on Australian servers (AWS), in compliance with local data protection regulations.

No, SMSF Auditomation supports unlimited users. You can add as many team members as needed, with role-based access to manage permissions and responsibilities across your firm

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