SMSF Sorted
Basic

Sorted Basic is now included Class-for users to organise and reference documents, then collate and send for audit.

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SMSF preparation used to be all over the place. Then we got it Sorted.
OCR alone saves my reviewer between 25% - 40% of review time.

Christina Mainey

Business Accountant-Macquarie

Sorted Basic adds powerful workpaper tools to Class.

Document management system
  • Upload documents in a single, bulk scanned PDF for easy bookmarking.
  • OCR runs to search, tag, reference and identifies data in minutes.
  • Folder Hierarchy is automatically built out for each fund based on a chart of accounts.
  • Automated audit file compilation-using integrated DMS and Class financials.
  • One click - generate PDF Workpaper file and zipped doc folder with Class financials and hyperlinks to all tagged documents.
  • Incorporate any re-works or changes with single-click file regeneration.
  • Documents saved in DMS are automatically hyperlinked to financial accounts.
  • Simple search of OCR documents finds closing balance, quantity or account Name.
  • 20 Class Reports auto-tagged to relevant line items.
  • Seamlessly transfer to any auditor in the Cloudoffis ecosystem.
  • Free portal with external workflow dashboards and auditor queries.
  • Docusign integration for easy signing.

Get off to a flying start.

  • On-board today.
  • Fund tomorrow.
  • Focus on what’s next.
Get started

Your time is valuable. Here’s how we save it.

Importing and referencing

SAVE UP TO 2.5 Hours PER FILE

Document management and organisation

SAVE UP TO 5 Hours PER FILE

Transfer to Auditor

SAVE UP TO 1 Hour PER FILE

The team understands the power of fresh eyes and are always looking for ways to innovate.

Clint Estavilla

Head of Sales

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