SMSF today. Workflow for tomorrow.

Integrated, standardised and secure, Cloudoffis reduces repetition and replication. For administration - without the admin.

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

Sarah Molinaro

HMH ADVISORY, SENIOR MANAGER

Working paperless, efficiently and remotely made us leaders in our field.

HMH Senior Manager Sarah Molinaro's team can work from anywhere, in a fraction of the time, with Cloudoffis digital SMSF solutions.

  • 100% successful remote team
  • Work time cut by a third
  • Improved security & standardisation
More

The Challenge Delivering Quality in a COVID-Hit World

HMH had partially moved to paperless but couldn't find the right platform to support their SMSF end-to-end. And with a paper audit quality so high, they weren't sure a digital solution could match it. But when the pandemic hit-Sarah and her team took the plunge.

The Opportunity Low Investment and Reliable Payoff

Already a Cloudoffis partner, HMH moved fully to Sorted in a matter of weeks. Working seamlessly with existing software and off-site staff, Sorted transformed HMH's ecosystem into a streamlined, automated, well-oiled machine-in the midst of a pandemic.

The Outcome Remote and Flexible with the Cloud

Sarah's team work integrated, transparent and secure. Sorted has reduced repetition and replication to cut audit time - while keeping quality and standardisation high. And best of all-they can do it all anywhere and anytime.

  • Integrate with your existing DMS, workflow & billing system.
  • Connect portals-for both customers & auditors.
  • Manage & transfer documentation-with customer portals.
  • Standardise process-for approvals, reworks & queries.
  • Get Cloudoffis Al module-as standard.
  • Cut the errors-with automated compliance checks.
  • Make life easier-with 'Excel-like' workpapers.
  • Custom integrations map efficiencies to your unique workflow
  • Customised development solutions to fit future needs.
  • Rest easy-with enterprise-level data & security.
  • Back up in the Cloud-and never lose your work again.

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