SMSF today. Automation for tomorrow.

All-in-one, AI-driven and automated, Cloudoffis gets it right every time-so you can focus on what's next.

Highly recommend SMSF Sorted to other firms wanting to streamline their administration processes.

Christina Mainey

Macquarie Business Accountant

SMSF Sorted seriously saves time-so I can focus on what's next.

Macquarie Business Accountant Christina Mainey has helped clients reach their financial goals through SMSF Sorted.

  • 40% less review time
  • Reduced operational risk
  • Dialled up profitability
More

The Challenge Getting Left Behind

Externally, clients were prudent with their hard-earned money. Internally, Macquarie were bogged down in admin, emails & government regulations. They needed to work faster & smarter to stay competitive-especially with outsourcing companies at their heels.

The Opportunity Integrated & Automated

From automated compliance checks and reconciliations to industry-first software integrations, Cloudoffis could save Christina hours of manual handling. Another bonus-Macquarie's auditors were already using Cloudoffis, making collaboration easy.

The Outcome Less Admin, Better Planning, Happy Clients

SMSF Sorted sped up Christina's review process. In freeing her from sourcing scattered documents and double-checking figures, Christina could focus on what's important-planning opportunities to help clients achieve their financial aspirations.

  • Save hours on manual handling-let Cloudoffis AI do it for you.
  • Automate reconciliations-with Excel-like Workpapers.
  • Eliminate errors-automate Compliance check.
  • Integrate with Class and BGL.
  • Get connected-integrate with MS and workflow.
  • Stay watertight-no re-keying of data.
  • Easily collaborate-one-click audit transfer.
  • Manage external workflow-audit report & letter process.
  • Transfer seamlessly-admin software & auditor integration.
  • Get a hand-from onboarding to training to customisation.
  • Feel supported-our team's on your timezone.
  • Reach out anytime-by phone, email and online.

Collaboration for tomorrow

For administrators or accounting who have workflow with external firms-SMSF Sorted Enterprise makes teamwork a breeze.

  • Scalable
  • Collaborative
  • Standardised
  • Get a fund done fast.

    Your time is valuable. Go from on-boarded to audit in a fraction of the time-with us by your side.

    ON-BOARD

    • Create & customise your portal
    • 90 minutes training session

    PROCESS FUND

    • Import data from Class or BGL & upload source docs

    FINALISE

    • Complete checklists, reconciliations & bookmarking in record time

    SHARE JOB

    • Send for customer review & approval via portal

    SEND TO AUDIT

    • 1-click transfer to auditor portal
    • 1-click for full PDF workpaper

    The future
    doesn’t wait.

    Cloudoffis is ready to go from the moment you login.

    Book a Free Demo
    15 Mins
    In 15-mins, our support team will show you how to get your business ready for tomorrow.
    We get you up and running in no time—because we built Cloudoffis to be plug-and-play.

    Clint Estavilla

    HEAD OF SALES