Transform the way you prepare SMSF workpapers
Enjoy a secure and streamlined way of preparing and managing your Self Managed Super Funds with SMSF Sorted Pro.
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Scale profitably
Standardised processes, reduced manual workarounds and reduced time spent on each job allows you to improve your operations at every touchpoint:
Simplify business expansion by standardising processes and minimising time spent on routine, non-revenue-generating tasks:
- Access operational insights with a centralised dashboard to manage your jobs, assign staff and track queries and job statuses
- Standardise your team’s processes and improve productivity by automating the SMSF review process and generating referenced workpapers
- Simplify your workflows with integrations to BGL, Class & Supermate
Collaborate more effectively
Say goodbye to process that require double handling and improve communication across the board:
- Enjoy a full oversight of your team’s workload with dashboards to track open jobs and queries.
- Collaborate more effectively internally and externally with auditors with user dashboards
- Integrations with FYI docs reduced the duplication of manual uploads across platforms whilst providing a secure way to exchange documentation between systems
Provide exceptional customer experience
Elevate your own customers’ interactions across your business by giving your team increased capacity:
- Flags ensure funds are compliant before they go to the auditor to reduce unnecessary back and forth
- Workpapers can be submitted to your auditor in just one click from within Sorted Pro
- Stay on top of the audit status of every job, irrespective of the auditor you’re working with
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
FAQ's
What is Cloudoffis?
Cloudoffis delivers business efficiencies for SMSF Accountants and Auditors through automation of SMSF processes, real-time reporting dashboards and collaboration tools that improve communication between auditors and accountants.
How does Cloudoffis work?
Cloudoffis has two unique products designed for SMSF professionals that can integrate together or be used independently.
SMSF Auditomation by Cloudoffis supports Auditors to improve auditing turn around times through process automation and real time insights.
SMSF Sorted supports accountants to deliver compliant and structured workpapers to multiple auditors in just one click. Accountants who share funds through Cloudoffis enjoy better oversight of the status of each fund their auditors are preparing throughout the process.
SMSF Auditomation by Cloudoffis supports Auditors to improve auditing turn around times through process automation and real time insights.
SMSF Sorted supports accountants to deliver compliant and structured workpapers to multiple auditors in just one click. Accountants who share funds through Cloudoffis enjoy better oversight of the status of each fund their auditors are preparing throughout the process.
Does Couldoffis help with SMSF Audits?
Yes, Cloudoffis helps Auditors to deliver Self Managed Super Fund (SMSF) audits faster by standardising your team's processes in one user-friendly platform. The outcome for auditors using SMSF Auditomation by Cloudoffis is stronger compliance, better customer service and the ability to scale profitably.
Does Cloudoffis help with SMSF Compliance?
Yes, Cloudoffis helps accountants to prepare structured and compliant SMSF workpapers for SMSF Auditors and then share them in just one click from our platform to an auditor. Cloudoffis integrates with leading compliance platforms including Class, BGL 360 and Supermate so accountants can run their end to end processes online.
Who is Cloudoffis designed for?
Cloudoffis is uniquely designed for Australian SMSF Accountants and Auditors who understand the power of running their business using cloud technology. With Cloudoffis you can gleam better insights about how your team and processes are performing to deliver exceptional outcomes for your clients.
Does Cloudoffis offer cloud accounting?
No, Cloudoffis is not a Cloud Accounting platform, however we do integrate with leading accounting platforms such as Xero and MYOB.