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Workpapers Sorted SMSF Sorted SMSF Automation

Workpapers Sorted

AI-Powered | Customisable Workflows | Compliance Simplified

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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.

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
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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, Xero and the ATO
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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
  • Modernise your practice like ERY
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Seamless Integrations

The Cloudoffis Ecosystem
Enjoy a secure and seamless data flow with key integrations across workpapers.

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Why Australian practices and firms love Cloudoffis

SAS has experienced remarkable benefits since adopting Cloudoffis. The automation process significantly reduced our time spent on manual data entry and processing, allowing us to focus on more critical tasks. This efficiency has unlocked growth opportunities, enabling us to hire top talent across Australia, expand our client base, and take on more clients nationwide. Our clients are more satisfied than ever thanks to faster turnaround times and more accurate reporting provided by Cloudoffis
Denis Surjenko
Denise SurjenkoFounder and Partner
At Integrated Audit Services, we chose Cloudoffis for its comprehensive compliance support and its ability to handle specific needs that our previous manual system couldn’t address. I trust Cloudoffis to manage any updates related to SMSF legislation changes effectively, ensuring we stay compliant and accurate. Cloudoffis’ reliability in staying current with legislative modifications provides us with peace of mind and significantly reduces the burden of manual updates.
David Allcock
David AllcockManager
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.
Denis Surjenko
Nathan DavidsonTax Tribe
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 gotnis
Con GotsisPartner
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 Yap
Pearly Li S YapAssistant Manager
Navigating compliance has never been smoother. With this solution, we not only meet but exceed regulatory requirements. The peace of mind that comes with feeling supported in compliance matters is invaluable, allowing us to concentrate on our core business functions."
Homer Santos
Homer SantosSMSF Accountant
Cloudoffis has transformed our business operations. The software’s intuitive design and powerful features have significantly streamlined our accounting processes, making our workflow more efficient than ever.
Fred Walker
Fred WalkerDirector and Principal Financial Planner
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.
Marie-Ickeringill
Marie Ickeringill Director - SMSF

Frequently Ask Questions

What is Workpapers Sorted?

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

Workpapers 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.

Workpapers Sorted integrates with Xero, FYI and the ATO.

There are no lock in contracts for Workpapers 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 Workpapers 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 Workpapers 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 Workpapers Sorted

Yes, you can. If Xero goes down, you can still keep working on your Xero customers in our platform, as we have pulled in the Xero source data

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