Connecting Auditors

Introduction

Here's how you can connect with audit firms and start submitting jobs for audit.

Connecting with Audit Firms

Step 1: Click on Admin > Connect > Audit Firm.

Step 2: Now click on Connect Audit Firm.

Step 3: Enter ABN and Email. Company Name and Firm Type will be automatically filled. Once done, click on Connect.

Step 4: The connect request will be sent successfully.

Step 5: The auditor will be able to view the connect request in their portal(Auditomation) under Admin > Connect.

Step 6: Once they accept the connect request, the status would change from Pending to Connected and the firm will be connected successfully.

Disconnecting Audit Firm

If you want to disconnect with the audit firm anytime, you can follow the steps mentioned below.

Step 1: Click on Admin > Connect > Audit Firm.

Step 2: Now click on the three dot icon under the Action column.

Step 3: Select Disconnect from here.

Step 4: Again click on Disconnect from the appearing pop-up to process forward.

Step 5: A confirmation toast message will appear at the bottom of your screen.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

• Related Articles

• Uploading documents and Sharing Additional Documents with Auditors

  Introduction If you’ve submitted a job to the auditor but forgot to include some documents, there’s no need to resubmit the entire job. You can simply share the additional documents separately. Similarly, if a document was unavailable at the time of ...

• Creating Sorted Basic portal for Accountant connected with Cloudoffis Auditors

  Introduction SMSF Auditomation users can connect with their accountants through SMSF Sorted Basic, a free portal designed for connected accountants. This complimentary portal enables accountants to: Import clients directly from their accounting ...

• How to Create and Submit Manual Funds to Auditor

  Introduction Follow the steps given below to create and submit manual fund from Sorted Basic connected portal: How to Create Manual Fund Follow the steps given below to create the Manual Fund. Step 1: After logging in to the portal, click on Clients ...

• Release 4.10

  Release 4.10 The first release of the year includes contravention reporting and additional reports under financial reports which would save time for auditors using Auditomation. Enhancements Contravention reporting enhanced Audit Job Report enhanced ...

• Auditomation Basic portal

  Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...