We get you up and running in no time—because we built Cloudoffis to be plug-and-play.

Clint Estavilla


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Fund Dashboard

Fund Summary allows managers & partners to conduct efficient review of the fund & sign off. All in once place with easy visibility of fund status, assigned staff, review points, queries, red flags, risk matrix, materiality assessment and much more.

Risk Matrix - Set Risk Matrix at the Audit firm level & also can be changed at job level. Helps you to instantly view the complexity of the audit and to plan the assignment of audits.

Materiality Assessment - Set materiality at the audit firm level & also can be changed at job level. Materiality defined in four ways as Overall Materiality / Class of Balances / Performance / Trivial Balances

Analytical Procedure - Gives you a quick overview of variance between current & previous financial year. Also allows to flag if items are of material with your comments

Including Pension Minimum & Maximum / Contribution Cap Limit / Work Test / Negative Bank Balance / Reverse Balance / Income Comparison / Market Value Comparison / Rental Income / Benefits Paid to Member / Lumpsum Payment / Retirement Condition

Reconciliation Templates to standardise your processes including Direct Property / Unlisted & In-house assets / LRBA / GST / Tax Due / Contributions / Pensions / TBAR

Including Trial Balance / General Ledger / Statement of Financial Position / Operating Statement / Investment Summary Report / Investment Movement Summary and more...

- Comparative Financial Data displayed including columns for quantity, amount & percentage change.
- Easy view Documents / Tag Documents / Review Points / Red Flags / Queries & Comments available at every line item
- Audited checkboxes to differentiate between checked and not checked items
- Checklist for each section with Audited By checkboxes at every checklist"

- View the transactions of each line item with a single click.

- Search & Filter transactions within the General Ledger

- Reimport updated financial data from the accounting software
- Icons to clearly indicate new, updated & deleted items upon reimport
- Option to Overwrite or Delete existing work while reporting"

Allows you to download a file with fund details, financial data, all checklists, tagged documents, queries & review points, materiality assessments, risk matrix assessments, analytical procedure, financial reports for your records or to provide it to ATO

Connect with Accounting firms (your clients)

Connect with all your practice clients

Accounting firms can manage workflow

Submit jobs to Auditors

Resubmit jobs to Auditors (In the event amendments were required)

Submit Documents

15+ Reports automatically imported & tagged against line items including investment summary report / Investment movement summary / Annual return / Activity statement preparation / Tax accounting rec / Pensions / Contributions / Distribution rec and more...

Documents tagged against line items

Permanent documents

Notes to Auditors saved against line items

Previous years documents

One-Click verification of data with the accounting software

7 plus Workpapers reconciliation templates to standardise your processes including direct property / Unlisted & in-house assets / LRBA / GST / Tax Due / Contributions / Pensions / TBAR

Auditors can share audit engagement letter templates with the Accountants to generate and send to trustees to sign from their end.

Bulk generation of audit engagement templates shared by your clients

Manage signed audit letters & reports and auto transfer copies to Cloudoffis Auditors

Send pre-audit letters to trustees using Docusign and/or Email to self

Track audit jobs submitted via job reports which include filters & an export to excel function.

Upload additional documents for audits in progress

Create queries for your clients

Track query responses, it's status open/closed fund wise/practice wise

Receive post-audit letters shared by you in the audit letters & reports folder

Workpaper file linked with source documents


Readymade checklist provided by Cloudoffis each year

- Customise & create multiple checklist templates with predefined comments

Cloudoffis report templates considering ATO updates every year

Prepare customised report templates with placeholders and get it in the jobs with autofilled information

Bulk sharing Audit Engagement Templates with your clients

Manage signed audit letters & reports and auto transfer copies from Cloudoffis Accountants

Send post audit letters with a click

Add Users

Assign Roles To Users

Personalised User Dashboards

Import clients from multiple software programs - Class/BGL 360/SuperMate/Manual Jobs

Create jobs by importing financials from Class/BGL 360/SuperMate/Manual Jobs

Staff assignment & re-assignment of jobs (Preparer/Reviewer/Manager)

Re-importing of financial data

Track progress of jobs by status

Track jobs by assigned staff member

Search & filtering

Query management

Comprehensive query module to collaborate with internal and external users

Assign queries to relevant staff members

Track query status'

Email and system notifications

Raise and address review points

Create custom labels and tag against each fund. Labels can be created based on complexity of the fund, urgency, investment types (like unlisted property/ collectible & personal use assets, volume of investments & transactions), risk etc...

Upload, auto OCR and search within documents (splitting of documents is not required)

Tag & bookmark supporting documents against line items

Tag a single document against multiple line items

Option to mark documents as permanent

Permanent documents roll over to the next FY

Upload, auto OCR and search within documents (splitting of documents is not required)

Add comments to and highlight text on documents

Search across content within the fund's DMS

Bulk operations supported

Auto OCR

Quick view & count of unsorted documents

Manage custom pricing for each practice customers / Auto invoice / Custom xero integration / customer based settings.

Add On

Audit business / customers / jobs / staff / growth / revenue analytics. Enabling audit partners & managers in strategic decision making & negotiations

Add On

Integration with customer's legacy systems (DMS/billing/workflow etc)

SSO integration

Integration with Infotrack

Maintain audit trail throughout the process

Enable multi factor authentication via scan QR code / text message / mail authentication

We get you up and running in no time-because we built Cloudoffis to be plug-and-play.

Clint Estavilla

Book a Free Demo
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In 15-mins, our support team will show you how to get your business ready for tomorrow.


  • Suite 3, Level 6, 80 George Street, Parramatta, NSW 2150, Australia.


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