Streamline your
SMSF workflows
with Cloudoffis

Auditors and accountants across Australia are more efficient with Cloudoffis
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Collaborate on SMSF Audits with Auditomation.

Connect your teams, data and customers through one auditing tool that guides you through your SMSF Audit.
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Transform your SMSF process with SMSF Sorted Pro

Embrace a secure and streamlined approach to preparing and managing your Self Managed Super Funds with SMSF Sorted Pro.
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Your SMSF workflow optimisation platform

Cloudoffis is Australia’s leading SMSF optimisation platform, optimising workflows for the SMSF industry. We make your operations more efficient while empowering your team to elevate your customers’ experience.

Whether you oversee 300 or 30,000 funds, we assist you in streamlining your daily processes through enhanced workflows, real-time analytics, and comprehensive compliance support.

Leading businesses are growing with Cloudoffis

Our products

Cloudoffis supports the Accounting & Auditing community to collaborate more effectively together, providing a single source of truth for SMSF Compliance and Audits.
Deliver structured and compliant SMSF workpapers to auditors in just one click.
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Improve SMSF auditing turn around time through automation and insights.
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Link with your favourite software

Why Australian practices and firms love Cloudoffis

SMSF Sorted by CloudOffis has enabled Tax Tribe to digitise our working papers and standardise the preparation of the files for review. Job Workflow Management is automatically displayed along with one-click submission for audit has enabled our staff to provide more value adds for clients. It's sensational.
Nathan Davidson Senior Accountant
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
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 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
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 SMSF 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 Director and Principal Financial Planner
Cloudoffis is flexible, it continues to support our processes as our business scales across Australia
Kean Kong Director
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

FAQ's

Cloudoffis delivers business efficiencies for SMSF Accountants and Auditors through automation of SMSF processes, real-time reporting dashboards and collaboration tools that improve communication between auditors and accountants.

Cloudoffis has two unique products designed for SMSF professionals that can integrate together or be used independantly.

SMSF Auditomation by Cloudoffis supports Auditors to improve auditing turn around times through process automation and real time insights.

SMSF Sorted supports accountants to deliver compliant and structured workpapers to multiple auditors in just one click. Accountants who share funds through Cloudoffis enjoy better oversight of the status of each fund their auditors are preparing throughout the process.

Yes, Cloudoffis helps Auditors to deliver Self Managed Super Fund (SMSF) audits faster by standardising your team's processes in one user-friendly platform. The outcome for auditors using SMSF Auditomation by Cloudoffis is stronger compliance, better customer service and the ability to scale profitably.

Yes, Cloudoffis helps accountants to prepare structured and compliant SMSF workpapers for SMSF Auditors and then share them in just one click from our platform to an auditor. Cloudoffis integrates with leading compliance platforms including Class, BGL 360 and Supermate so accountants can run their end to end processes online.

Cloudoffis is uniquely designed for Australian SMSF Accountants and Auditors who understand the power of running their business using cloud technology. With Cloudoffis you can gleam better insights about how your team and processes are performing to deliver exceptional outcomes for your clients.

No, Cloudoffis is not a Cloud Accounting platform, however we do integrate with leading accounting platforms such as Xero and MYOB.