Recent Articles
BGL Workpaper Integration
BGL Workpaper Integration Release 4.7 included many enhancements to our groundbreaking "Industry 1st" integration with BGL Workpapers, the recent upgrade will further improve the Cloudoffis user experience for our auditors who have clients embracing ...
How to Connect and Disconnect an Audit Firm
Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...
How to Re-submit the Job to Auditor
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
Predefined Comments
Predefined Comments You now have the ability to add the commonly used comments in the Checklist Template. Once added, you have an option to auto-populate these into the comments section for jobs created with the same template. If you have not created ...
Multi Factor Authentication - Tax Sorted
Introduction MFA (Multi-Factor Authentication) is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multi-factor ...