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 ...

• 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. ...

• 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 ...

• How to Connect to an External Auditor from SMSF Sorted

  Introduction This article will outline how to connect to an external auditor from SMSF Sorted. How to Connect to an External Auditor from SMSF Sorted Step 1: From the Admin menu, select Connect, then click on Connect Audit Firm: Step 2: Enter the ABN ...

• 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 ...