Transform the way you manage SMSF Workpapers

SMSF Sorted is a secure platform to help you prepare your Self Managed Super Funds
Talk to an Expert

Scale by creating operational efficiency

  • Standardise your processes by automating the SMSF review process and generating referenced workpapers
  • Simplify workflows through integrations with BGL, Class & Supermate
  • Reduce manual workarounds and reduce non-revenue-generating tasks

Book a demo

Improve collaboration with teams and auditors

  • Built in dashboards to track the progress of jobs
  • Collaborate with team members and auditors more effectively through user dashboards
  • Avoid duplication of manual uploads through integration with FYI docs 

Get started today

Focus on customer experience

  • Focus on a great customer experience through removing manual and time-consuming tasks
  • Workpapers can be submitted to your auditor in just one click
  • Stay on top of the audit status of every job
  • ‘Improve your firms productivity today like SMSF Australia

Read SMSF Australia’s story

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

SMSF Sorted is a cloud-based workpaper and review tool for SMSF accountants in Australia. It allows you to prepare, manage, and submit compliant SMSF workpapers with automation, integrations, and one‑click submissions to your SMSF auditor

It’s built for Australian SMSF accountants and firms, and can also be used (or interfaced with) by SMSF auditors.

SMSF Sorted integrates with Class and BGL

Users can track job status, assign tasks, monitor progress via dashboards, reduce duplicate uploads, and maintain a structured review chain.

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).

SMSF Sorted is billed monthly per client

Cloudoffis provides full onboarding, training, and ongoing support to ensure your firm gets the most out of SMSF Sorted