SMSF today. Compliance for tomorrow.

Consistent, compliant and automated, Cloudoffis leverages tech to free you from the grunt work-leaving more time for what counts.

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

Matthew Williams

PLATINUM AUDITS, OWNER

I took our auditing offshore-without the exposure.

Matthew Williams-owner of Platinum Audits-has seen his business triple thanks to Cloudoffis' watertight paperless ecosystem.

  • Audit check time reduced by 40%
  • Overseas staff-same high quality
  • Unlimited business scalability
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The Challenge Piles of Paperwork

Four years ago, 85% of Matthew’s business involved tedious, paper-based audits. Skilled talent was hard to find and it took months to train a new hire-even then, Matthew was concerned that a missed detail could damage his business' reputation.

The Opportunity A Digital Tomorrow

Matthew moved to Cloudoffis' 100% digital system which simplified & automated the audit process. Matthew could create a comprehensive video library to train new hires who now perform accurate audits within days-allowing his business to scale.

The Outcome Future-Ready Business

Cloudoffis has enabled Matthew to go offshore, without the exposure. In automating repetitive tasks, assuring regulatory compliance and streamlining collaborative workflows-he's gone from 4 to 14 clients, with 800 funds under his administration.

  • Fund with confidence-with tailored programs & checklists.
  • Standardise your job dashboard-no matter the data source.
  • Systemise your engagement with customers-via portals.
  • Streamline the process-with audit job automation.
  • Radically reduce errors-with compliance check automation.
  • Reclaim your time-with report & letter workflow automation.
  • Easily integrate-works directly with Class, BGL & Supermate.
  • Manage jobs in one secure space-with customer portals.
  • Adapts to your systems-MS Office, Docusign & Xero/MYOB.

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