Tax Workpapers Simplified

  • Standardise your workpaper process
  • AI Powered Workpaper automation
  • Simplify compliance
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Save up to 30 minutes per job

We have combined the familiarity of Excel with cloud technology, AI and automation to streamline your workpaper process.

Tax Sorted Features

The unique group structure feature

  • Cloudoffis instantly imports your client’s group structure from Xero, presenting it in a clear chart
  • Any updates sync seamlessly between Cloudoffis and Xero

Simplify workpapers, and streamline workflows

  • Cloudoffis has over 70 customisable templates, or you can upload your own to streamline workflows. 
  • Seamless integrations mean no manual data entry
  • Cloudoffis AI categorises financial data, giving your team back valuable time

Accelerate review time

  • Streamline document management 
  • Easily review workpapers with your Xero data, and fix discrepancies flagged by Cloudoffis
  • Manage all workflows from a single dashboard 
  • Export final workpapers

Want to see Tax Sorted in action?

Book a demo      Download the Tax Sorted one pager to share with your team

Integrations for a seamless experience

View Integrations

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

Tax Sorted streamlines workpaper preparation, securely importing and organising your client's financial data. Prepare schedules, journals, and cross-check effortlessly for final approval

Tax Sorted is ideal for accounting firms of all sizes that want to automate their workpaper process, integrate financial data, and improve collaboration within their teams.

Tax Sorted integrates with Xero, FYI and the ATO.

There are no lock in contracts for Tax Sorted. Your firm pays a monthly platform fee and then you are billed on a job basis.

We provide a comprehensive range of Australian workpaper templates across individuals, trusts, companies, and partnerships such as bank reconciliation, BAS reconciliation, tax reconciliations etc

Yes our workpapers are regularly updated to be compliant with the latest Australian tax laws and accounting standards

With Tax Sorted, you can easily tailor templates to match your firm’s processes and branding. Even better, our automation tools let you create your own templates that work just as efficiently as our standard Tax Sorted workpapers—so you get a fully personalised, time-saving solution.

Yes. Workpapers support direct import from trial balances from Xero to save time and reduce errors.

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