SMSF can get a bit unruly.
Get SMSF preparation Sorted.
We build great SMSF software. You get your SMSF preparation sorted.
Get a live walkthrough from our support
team—15 mins could save you hundreds of hours.
A Quiet Revolution in SMSF Preparation.
Reducing repetition, replication and inefficiencies.
SMSF Sorted works with and standardises your existing workflows, integrates with Class Super and replaces siloed local
and cloud systems with a single source of truth.
More time for what counts.
Better leverage your value.
Job profitability assured.
Make every file make money.
Everything in its right place.
Information at your finger tips.
Reduce risk in every step.
Intuitive workflow adds bumper bars to the compliance process.
Lower IT and office overhead.
Reduce costs across your business.
Seamlessly integrate work.
All your software a well oiled machine.
SMSF preparation used to be all over the place.
Despite your expertise and processes, there was no avoiding the downsides of manual SMSF.
Slow
Email wasn’t designed for SMSF preparation and compliance. Back and forth, constant updates.
So much wasted time.
Painstaking
Saving evidence of communications, compiling the file itself, referencing accounts to source documents.
Better things to do.
Repetitive
Endlessly updating referencing and workpapers as data changes, using printed reports as lead schedules.
Let the machines do it.
Then we got SMSF Sorted.
Now you can use either SMSF Sorted for SMSF preparation, SMSF Auditomation for SMSF auditing, or combine them both.
Easy integration.
Works with leading admin providers for easy, seamless integration.
One source.
Re-import data, track all changes, never lose your work again.
Local support.
On-demand personal phone support from expert local team.
Experience first-hand how Cloudoffis SMSF Sorted can support your workflow and free up your time.
Let's get technical.
We love numbers—so we interviewed accountants to find real numbers on their time savings with Cloudoffis.
The Old Days
The Cloudoffis Ways
Document management
and organisation
Save up to
5 HRS
Per file
From receiving files by email, to scanning, sorting, renaming and using a PDF splitter—to saving to local drives, preparing lead schedules and summaries in Excel.
Spending up to 10 hours per fund.
- Upload documents in a single, bulk, scanned PDF for easy bookmarking
- Anti-admin DMS automatically sorts and files for you
- OCR runs to search, tag, reference and identify data in minutes
- Automatically import Class Super reports for lead schedules
Reducing up to 80% of work time.
Importing and
referencing
Save up to
2.5 HRS
Per file
From manually adding data to Excel, to printing reports to use as lead schedules. From compiling files and referencing accounts or trial balances, to physically or digitally adding to PDF’s every time as data changes.
Spending up to 5 hours per fund.
- Instantly import data from SMSF admin software to reference source documents and link line items
- One-click refreshing while preserving referencing data
- Automatic ready, useable lead schedules
- Work more profitably while preparing more comprehensively
Reducing up to 65% of work time.
Review work and
observations
Save up to
2 HRS
Per file
From reviewing points in emails or workpapers, to relying on memory and back and forth communication. From evidencing lengthy exchanges to the risks associated with incomplete audit trails.
Spending up to 4 hours or more.
- All interaction review points tracked
- Links to source documents straight from financials
- Automated observation list checks
- Automatically establish complete audit trails with attachments
- Areas of focus addressed early
- Reduced review exchanges through transparent process
Reducing up to 70% of work time.
Queries
Save up to
1.5 HRS
Per file
From lengthy email exchanges to saving evidence of correspondence to shared drives or online workpaper tools, plus updating queries and responses.
Spending up to 3 hours per file.
- Automated workflow query counter
- Everything in one place, with complete history and no evidence going missing
- Standardised review process with minimal communication required
Reducing around 46% of work time.
Transfer
to Auditor
Save up to
1 HRS
Per file
From sorting, scanning and uploading files to the auditor portal or external DMS to emailing for submission. From tracking workflow on Excel to reviewing emailed reports.
Spending up to 2+ hours per file.
- At a click, submit all selected source files, queries and data to the Auditor
- Entire workflow tracked with automated notifications
- Maintain visibility over status, make changes and easily resubmit
- Tailored download and online view with or without use of SMSF Auditomation
Reducing around 75% of work time.
*Time savings gathered from customer research of a number of accounting, administration and audit firms based on the average time spent across both simple & complex funds using Cloudoffis with both manual & admin software processes.
Experience first-hand how Cloudoffis SMSF Sorted can support your workflow and free up your time.
Seamless integration.
SMSF Sorted plays nice with others.
Adapt SMSF Sorted into your tried and true systems, integrate SMSF Sorted easily into your existing cloud-based solutions.
Next level SMSF preparation.
Next steps on your journey to the cloud.
Fast
Get moving with SMSF.
From turning paper and PDF digital to full integration with key software, you’ll save time.
Automated
Get efficient with SMSF.
From bulk reports and letters to data-driven observations, you’ll automate everything.
Supported
Get covered with SMSF.
Australian phone, email and online support from onboarding to training, to customisation.
Secure
Get watertight with SMSF.
Amazon Australia servers, breach protocols, latest technology security and credentialling.
Collaborative
Get productive with SMSF.
Unleash instant communication, fully tracked online, for accountants, administrators and auditors.
Integrated
Get connected with SMSF.
Strong, seamless and automated integration with leading industry SMSF admin providers.
Made for accountants.
Made to get preparation sorted.
Online Referencing.
Get your documentation together.
No more splitting documents,digitally store and bookmark.
Audit File Generation
Get your auditing together.
Single-click audit file generation saves serious time.
Automated Compliance
Get your compliance together.
Save time and standardise across team and workflow.
From PDF to True Digital
Get your digital data together.
Bulk intelligent OCR turns paperwork into flexible, accurate working data.
Collaborative Review
Get your teamwork together.
Integrated workflow, communication, tracking and review for everyone.
Enterprise Security
Get your risk management together.
Amazon Australia servers, technology ahead of the risk curve.
Fully Integrated
Get your workflow together.
Plug and play with your key software—plug your cloud gaps.
Query Module
Get your deliverables together.
All internal and external queries managed, track outstandings on every job.
Complete Transparency
Get your trail together.
Stay informed of when and how every piece of data was imported or edited.
Schedule a live demo of SMSF Sorted with a Cloudoffis specialist.
Looking out for your bottom line.
We’ve put a nifty calculator together, to show the difference SMSF Sorted makes for you.
Find out how Cloudoffis helps you get your SMSF together.
Schedule a Private Demo
Get your SMSF together with Cloudoffis' powerful end-to-end workflow.
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Parramatta, NSW 2150, Australia
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