Connecting to an Auditor

Introduction

To establish a connection with your auditor in SMSF Sorted Lite, follow these easy steps. If you haven't connected with your auditor yet, here's how you can do it:

How to Connect to an Auditor

Step 1: From the Audit Console page, click on Manage Auditor button.

Step 2: Click on Connect Auditor.

Step 3: Enter your Firm Details and Auditor's Details. You only need to enter your firm's details once, after that it will be auto filled.

Step 4: Your auditor will receive a connect request.

Step 5: They can click on Register Now if they are not using Cloudoffis yet.

Step 6: If they are already using Cloudoffis, they will receive an email on their registered email ID and a portal notification as well.

Step 7: Your Auditor can go to Admin > Connect and from there they can Accept or Deny the connect request.

As soon as they click on Accept, they will be connected and will be visible in your Auditor's list on Manage Auditor's page. From this page, you can also click on Disconnect to disconnect with your auditor.

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, or contact our Support team if you need any assistance.

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