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Pick the perfect plan for your team

Cloudoffis’ SMSF Sorted Pro reimagines the workpaper and
end-of-year preparation process through automation, integration, and AI.

Transform your SMSF process with SMSF Sorted Pro

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Professional

$3.50 / Per client/ Per month (ex-gst)*

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Features

  • Get client’s data securely, directly from Class, BGL & SuperMate
  • Optimise your SMSF workflow to boost profits
  • Automate compliance checks & centralise query management

Enterprise

$5.95 / Per client/ Per month (ex-gst)*

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Professional, plus

  • Cloudoffis
    Artificial Intelligence (AI)
  • SMSF Administrator
    workflow
  • Integration with
    customer’s legacy systems

Fund dashboard
20+ Automated compliance checks
7+ Automated workpapers
15+ Class reports automatically imported & tagged against line items
Single page view for efficient review
General ledger review
Re-importing & Re-work

One click transfer - transfer funds to audit seamlessly. Files transfer include:
Re-submission of jobs to Audit (In the event amendments were required)
Manage jobs submitted to audit
Audit letters & reports workflow

Unlimited users
Assign roles to users
Personalised user dashboards

Apply column preference settings to client list
Filter & export to excel client reports

Import clients from muliple software programs
Automated check of fund details, such as ABN, TFN, Member DOB. Including a user prompt for incomplete information.
Re-import updated client details from accounting software.

Create jobs by importing financials from Class/BGL
Staff assignment & re-assignment of jobs (Preparer/Reviewer/Mananger)
Re-importing of financial data

Track progress of jobs by status
Track jobs by assigned staff member
Customer filtering & export reports to excel
Query management

Client management reports
Job management reports
Dynamic column selection reports
Export reports to excel

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 for both accountants and auditors

Auto generate a DMS folder structure based on the chart of accounts
Auto update an existing folder structure based on changes to the chart of accounts
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 permanant
Permanant documents roll over to the next FY
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
Access restrictions based on user roles.
Storage

Currently supports WRAPs from 8 commonly used providers such as BT Panorama / MLC / Asguard / HUB24 etc
ATO Reconciliation automation
ASIC Document Automation
Bank statement automation

Supports various business operating models:
Business code verification & auto mapping of clients for data integrity
Allows B2B connection between Accountants, Auditors and Administrators for collaborations & workflow management
Supports APES requirements for large administrators and accountants
Supports peer review from accountancy firm as a client

Integration with customer's legacy systems (DMS/billing/workflow etc)
SSO integration
Docusign Integration
Maintain audit trail throughout the process

*Conditions Apply