Connect

Introduction

Connect Module is the place from where you can connect with Accountants and get going. Following are the actions that can be performed from Connect Module.

How to Connect to an Accountant

To connect with an external auditor or an external audit firm refer to the points given below.

Step 1:- Click on Admin > Connect.

Step 2:- From there, click on Connect Accountant.

Step 3:- Now a pop-up questionnaire will appear on your screen, fill in the required details.

Note:- If the accounting firm already has a Cloudoffis Audit portal, the Company Name, Email Contact, and Firm Type will be prefilled after the ABN has been entered.

Step 4:- Once you’re done, click on Connect.

Note:-

If the auditor uses the Auditomation portal an email will be sent to the recipient notifying them of the connection request and providing a link to approve the request.
If they do not have an Auditomation portal, then, They will get an email with the registration link. On successful registration, the connected Accountant will get an email with the login credentials.

Step 5:- A confirmation pop-up will now appear on your screen.

Step 6:- A mail will be sent to the accountant with connect request.

If the Accounts Sorted portal already exists, they can simply log in to their portal and accept the connection request directly.

If the portal does not exist priorly, the accountant will receive the following e-mail. They can click on Register Now to accept the connect request.

Note:- You can delete the firm if the account has not yet accepted the connect request by clicking on the Delete icon under the Action column.

Once connected, the Status of the account will be shown as Connected instead of Pending.

How to Disconnect and Delete an Accountant

Step 1:- Click on Admin > Connect.

Step 2:- From there, click on Disconnect under the Action column.

Step 3:- As soon as you do so, you will receive a confirmation pop-up, click on Yes to continue.

Step 4:- You will now receive a confirmation pop-up at the bottom of your screen.

How to Delete a Connect Request

Step 1:- Click on Admin > Connect > Delete icon under the Action column to delete the connect request.

Note: You can only delete a connect request if the account has yet not accepted it.

Step 2:- Once you click on the Delete icon, you will receive a confirmation pop-up, click on Yes.

Step 3:- Once done, you will receive a confirmation toast message at the bottom of your screen.

How to View History

Step 1:- Click on Admin > Connect.

Step 2:- Click on the View History icon.

Step 3:- On the appearing screen, you will be able to see the history of activities done on this page.

Those were the actions that can be performed from Connect module.

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, contact our Support team if you need any assistance.