Creating Sorted Basic portal for Accountant connected with Cloudoffis Auditors
Creating Portal for Connected Accountants
Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor.
The article below will guide Connected Accountants on creating their Sorted Basic portal(which is a complimentary portal), importing funds from their accounting software, creating audit jobs, and responding to queries.
Please scroll to the bottom of this article for a video demonstration.
Please follow the steps below to create your SMSF Sorted Basic portal:
Steps to be followed by the Cloudoffis Auditor
1. On Dashboard, Go to Admin > Connect > Accountants > Connect Accountant
2. Fill in the details and click on the "Connect" button
Steps to be followed by the Accounting Firm
1. After the Auditor initiates the connection request. The accounting firm's primary contact will then receive an email from Cloudoffis requesting they register and approve the connection.
2. Please click the blue “Register Now” button within that email and follow the steps to input your firm’s details and Click on " Submit Request".
3. Once you have submitted the request, you will receive an email stating that your portal has been created and inviting you to log in. Please follow the link in the email to log in with the credentials given.
Video Demonstration - Sorted Basic Portal
Related Articles
Introduction to Cloudoffis for Connected Accountants with Sorted Basic portal
Introduction to Cloudoffis for Connected Accountants Cloudoffis provides accountants with a platform to submit funds to audit with a Cloudoffis Auditor. The article below will guide Connected Accountants on importing funds from their accounting ...Audit Basic Portal for the Connected Auditors
Referenced Audit Workpaper Files Auditors connected with SMSF Sorted Accountants can now download the referenced audit workpaper files. The downloaded file contains the hyperlinks of the source documents tagged on the line items by the accountant. ...How to submit an SMSF Sorted job to an Auditor
Overview This article outlines the steps to send a completed job to a connected Auditor. We will also outline the process of sending a file to a non-connected Auditor. Submitting to a connected Auditor This section will look at how the ...How a connected business can submit a job to Audit
Overview Some firms may be connected to an external Accountant or Administrator, and do work for those external businesses. Jobs for these external businesses can now be submitted to audit by those businesses directly once the work has been marked as ...How to submit an SMSF Sorted(Basic) job to an Auditor?
Please follow the below-mentioned steps to send the job to the Auditor from Sorted Basic to Auditomation: 1. Clients > Manage Clients > Action 3 dots(of respective Job) > Submit to Auditor 2. Select "Financial Year*" and then click on "Next" 3. Click ...