With SMSF Sorted Pro you’ll be able to carry on enjoying all the fantastic features you’re currently using, PLUS you can enjoy connected auditor workflow. That means:
-easy interaction with auditors, ensuring
-frequent job status updates
-query management
-auditor liaison
…all easily tracked and managed from one consolidated platform.
That’s right, you can use the SMSF Sorted Pro portal to:
-connect directly to auditors
-track job status
-answer queries
-Access reports
-submit jobs and files straight to auditors—even if they don’t already use Cloudoffis themselves just yet.
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. ...
Introduction This article outlines the steps to send a completed job to the connected auditor for further processing. Moreover, in this article you will also learn how to cancel the audit job submission and how to send file to a ...
Introduction If you have already submitted the job to the auditor but later on you have realised a few documents were missing. Here's how you can submit the additional documents to the auditor after submitting the job. Submitting the Additional ...
Introduction Once you have submitted a job and then made any changes, you will have to resubmit the job to the auditor to reflect the changes in the auditor's portal. Follow the steps mentioned below to resubmit the job. How to Resubmit a Job Step 1: ...
Inefficient systems, processes and workflows are gone: automated year-end preparation and seamless transfer to audit can be yours at the click of a download. -Connect directly with auditors -Submit jobs all in one place -Transfer directly to ...