Cloudoffis SMSF Sorted & Class Integration Webinar
Cloudoffis SMSF Sorted & Class Integration Webinar
For more information and a demonstration of the power of integration with Class and Cloudoffis SMSF Sorted please view the below webinar held during the launch.
Introduction If you have activated Sorted Lite in Class you can link this to your SMSF Sorted Enterprise portal. Once linked, all users will have access to the Sync feature and will be able to transfer data between Sorted Lite and SMSF Sorted. Note - ...
Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...
SMSF Sorted - Getting Started Checklist It's easy to get started with SMSF Sorted! We have put together this handy Checklist and a Tutorial Video Series to help you get Sorted. Step 1 - Follow the link in your Welcome Email to activate your SMSF ...
Syncing from Sorted Lite before the Client or Job is created in SMSF Sorted Follow the steps below to Sync data from Sorted Lite if the client or job has not yet been created in SMSF Sorted. Step 1 - From Class, choose the fund ready to be ...