Tax Workpapers Simplified

  • Standardise your workpaper process
  • AI Powered Workpaper automation
  • Simplify compliance
Start using Tax Sorted for free

30 day free trial. No credit card required.

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

At Cloudoffis, we simplify your tax workpaper process without disrupting your practice’s workflows, thanks to integrations which give a seamless experience.

Sign into Cloudoffis using your Xero credentials. Authority levels set in Xero are mirrored in Cloudoffis, maintaining security and ensuring that Xero remains the central source of truth for all financial data.

Finalised workpapers sync effortlessly back to FYI Docs, streamlining Partner approval and document storage.

Work confidently in Excel within the Cloudoffis platform. Our Microsoft Office partnership ensures that any financial data you prepare in Excel syncs automatically with Cloudoffis, providing a smooth and efficient experience.

Financial data is securely pulled in from the ATO, reducing manual data entry and errors.

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