Creating Sorted Basic portal for Accountant connected with Cloudoffis Auditors

Introduction

SMSF Auditomation users can connect with their accountants through SMSF Sorted Basic, a free portal designed for connected accountants. This complimentary portal enables accountants to:

1. Import clients directly from their accounting software.
   
2. Submit audit jobs by uploading the required documents.
3. Create staff profiles and monitor the status of audit jobs.
   

The following guide will walk you through the process of creating and registering your SMSF Sorted Basic portal.

Steps for Cloudoffis Auditor

Step 1: Click on Admin > Connect > Connect Accountant.

Step 2: Fill in the details and click on the Connect button

Step 3: This will send an email request to the accountant, including a link to register.

Steps for the Accounting Firm

Step 1: Once the auditor initiates the request, the firm’s primary contact will receive an email from Cloudoffis. Click on the blue Register Now button within that email.

Step 2: Enter your firm’s details and click on Submit Request.

Step 3: After submitting your request, you’ll receive a confirmation email stating your portal has been created. Follow the link in the email to log in using the provided credentials.

Video Demonstration - Sorted Basic Portal

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

• Related Articles

• How to Create and Submit Manual Funds to Auditor

  Introduction Follow the steps given below to create and submit manual fund from Sorted Basic connected portal: How to Create Manual Fund Follow the steps given below to create the Manual Fund. Step 1: After logging in to the portal, click on Clients ...

• Auditomation Basic portal

  Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...

• Submitting & Resubmitting Job to the Auditor

  Introduction Once you have successfully imported clients from the accounting software, the next step is to submit the Job to the Auditor. While submitting the job to the auditor, you have an option to Upload Documents and then Review and Submit. How ...

• Creating Staff in SMSF Sorted Basic

  Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...

• Understanding Job Stage Synchronisation between Sorted and Auditomation

  Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...