Sorted Basic Portal for Accountants

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• 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 ...

• 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 ...

• 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. ...

• Audit portal for connected accountants

  Overview This video briefly covers the functionality available for accountants that have a portal connection with their auditor. This portal connection allows an accountant to import client data, upload jobs to their auditor, track the progress of ...

• Administrator and Accounting Firm Workflow (Sorted Enterprise)

  Introduction Cloudoffis SMSF Sorted offers a seamless integration feature where one accounting firm can connect with another for outsourcing purposes. This enables efficient collaboration between firms using SMSF Sorted Basic and SMSF Sorted ...