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