With SMSF Sorted Pro you’ll be able to carry on enjoying all the fantastic features you’re currently using, PLUS you can enjoy connected auditor workflow. That means:
-easy interaction with auditors, ensuring
-frequent job status updates
-query management
-auditor liaison
…all easily tracked and managed from one consolidated platform.
That’s right, you can use the SMSF Sorted Pro portal to:
-connect directly to auditors
-track job status
-answer queries
-Access reports
-submit jobs and files straight to auditors—even if they don’t already use Cloudoffis themselves just yet.
Introduction We’re thrilled to bring two powerful updates to enhance your workflow and collaboration! Previously, jobs could only be created from the Sorted Enterprise portal while working in an Administrator and Accounting Firm ( Sorted Enterprise ) ...
Introduction While working on SMSF jobs, it is common to raise internal queries or respond to queries from auditors after job submission regarding financials or missing evidence. Additionally, you can leave internal notes, known as Review Points, ...
Introduction Here's how you can Raise a Query, Review Points and Add Comments as and when required. Add Comments Step 1: Click Add Comments within the observation. Step 2: Enter your comment in the text box and click Save. Step 3: The comment icon ...
Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...
SMSF Sorted Release 2.0 Re-Submit to Cloudoffis auditor When an SMSF Sorted job has been updated after being submitted to a Cloudoffis Auditor, a job can be Re-submitted to the auditor and they will now have the ability to re-import the changes to ...