Tax Sorted by Cloudoffis streamlines workpaper preparation, securely importing and organising your clients’ financial data. Prepare schedules, journals, and cross-check effortlessly for final approval.
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.
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.
Finalised workpapers sync effortlessly back to FYI Docs, streamlining Partner approval and document storage.
Financial data is securely pulled in from the ATO, reducing manual data entry and errors.