Release 3.3 Now Available
A new month a new release, 2019 has already seen some tremendous enhancements and here are some more!
The below enhancements are a direct result of client feedback (with a little help from the ATO), please keep them coming.
- Multi Factor Authentication
- Addition of read only mode
- SuperMate API Integration
Multi Factor Authentication
Cloudoffis now has 3 types of Multi Factor Authentication (MFA). This provides additional levels of security for all users across multiple platforms and devices, such as email, mobile phone and applications.
These settings can be accessed by any user from their profile, once open the MFA page is on the right as per below.
Keeping everyone’s data secure is our top priority.
Read Only Mode
We have created a read only functionality to enable quick reference to previous year’s audits without the risk of creating invalid timestamps.
- Ability to quickly refer to previous years audit
- Ability to compare in new tab (different screen if available)
- Read only removes the risk of updating wrong year
- Ability to provide access for review or training without the risk of updating.
These are instantly accessible from the Fund Dashboard or Completed Audit Queue -allowing easy reference between both & providing greatly improved efficiency and usability.
SuperMate API Integration
To build on our successful integrations with BGL & Class, SuperMate data will now flow instantly via API.
With help from the SuperMate team we have now enabled SuperMate data to be imported via the cloud. This will automatically import fund details, trial balance & general ledger automatically into Cloudoffis. You’ll no longer have to manually create clients and upload these reports!
Save time and be more efficient with even more ‘auditomation’.
If you’re an existing user and would like further instructions on these new enhancements, please visit your Support Portal or reach out to our Support team.
SEE THESE UPDATES IN ACTION
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Cloudoffis and InfoTrack, a leading technology provider for the professional services sector, have joined forces with a new integration set to be a game-changer for the SMSF industry. Cloudoffis has been one of the leaders in what has been a huge year for FinTech, especially in the SMSF domain, and were keen to partner with InfoTrack who shares the same approach to leveraging innovative technology to save its users time.
As AI continues to be one of the biggest disruptors in the FinTech software landscape, Cloudoffis and InfoTrack have not only taken advantage of new technology, but are now creatively integrating their services to save hours of hassle for businesses and users. The combined automated powers of the two
platforms cuts workloads in half to minimise human error, maximise efficiency and increase businesses’ bottom lines. The two tech companies have attentively listened to the demands of the industry to create software solutions that automate up to 50% of the tedious, manual tasks that have long been a feature
of the SMSF workflow.
The new integration with InfoTrack means that Cloudoffis users can now instantly access additional information including title searches, ASIC extracts, corporate trustee searches, background checks, know your customer (KYC) checks, and more. These searches can be performed directly through Cloudoffis and the results and related costs are returned to Cloudoffis and added to your subscription.
This technology comes long overdue for the SMSF sector where tedious tasks and duplicate work have wasted huge amounts of time and diverted talented resources from more important work. With the new raft of legislative changes happening across the SMSF industry and the proposed changes to audit cycles, there is a lot of pressure on businesses to manage compliance risks and improve efficiency. Cloudoffis’ auditing software does the work that previously took hours’ of an auditor’s time – tagging, searching, document management, data presentation, compliance checklists – at the click of a button. The benefits are manifold, users will experience not only time saved and added efficiency – but with checklists and compliance tools built into the user experience, compliance has never been so easy.
The impact of this technology and collaboration of services has created far reaching changes for the industry as a whole. It not only means a new era of efficiency, automation and ease of compliance – but it has created a new path for collaboration in the SMSF industry.
To learn more book in for a private demonstration on the form below today.