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.
Email wasn’t designed for SMSF preparation and compliance. Back and forth, constant updates.
So much wasted time.
Saving evidence of communications, compiling the file itself, referencing accounts to source documents.
Better things to do.
Endlessly updating referencing and workpapers as data changes, using printed reports as lead schedules.
Let the machines do it.
Now you can use either SMSF Sorted for SMSF preparation, SMSF Auditomation for SMSF auditing, or combine them both.
Works with leading admin providers for easy, seamless integration.
Re-import data, track all changes, never lose your work again.
On-demand personal phone support from expert local team.
We love numbers—so we interviewed accountants to find real numbers on their time savings with Cloudoffis.
Save up to
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.
Reducing up to 80% of work time.
Save up to
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.
Reducing up to 65% of work time.
Review work and
Save up to
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.
Reducing up to 70% of work time.
Save up to
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.
Reducing around 46% of work time.
Save up to
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.
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.
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 steps on your journey to the cloud.
Get moving with SMSF.
From turning paper and PDF digital to full integration with key software, you’ll save time.
Get efficient with SMSF.
From bulk reports and letters to data-driven observations, you’ll automate everything.
Get covered with SMSF.
Australian phone, email and online support from onboarding to training, to customisation.
Get watertight with SMSF.
Amazon Australia servers, breach protocols, latest technology security and credentialling.
Get productive with SMSF.
Unleash instant communication, fully tracked online, for accountants, administrators and auditors.
Get connected with SMSF.
Strong, seamless and automated integration with leading industry SMSF admin providers.
Made to get preparation sorted.
Get your documentation together.
No more splitting documents,digitally store and bookmark.
Get your auditing together.
Single-click audit file generation saves serious time.
Get your compliance together.
Save time and standardise across team and workflow.
Get your digital data together.
Bulk intelligent OCR turns paperwork into flexible, accurate working data.
Get your teamwork together.
Integrated workflow, communication, tracking and review for everyone.
Get your risk management together.
Amazon Australia servers, technology ahead of the risk curve.
Get your workflow together.
Plug and play with your key software—plug your cloud gaps.
Get your deliverables together.
All internal and external queries managed, track outstandings on every job.
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.
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.
See the latest releases & updates: