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Creating Staff in SMSF Sorted Basic
Introduction To get going with the processing of SMSF fund, it is import to provide access to the required staff of your firm. Here's all you need to know about creating staff in SMSF Sorted Basic portal. Roles and Permissions There are three roles ...
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 ...
Dashboard Settings in SMSF Sorted Basic
Introduction To view all the relevant information and customise your SMSF Sorted Basic Dashboard, follow the steps given below. How to Customise your SMSF Sorted Basic Dashboard Step 1: Login into your SMSF Sorted Basic account. Step 2: Now click on ...
Understanding Job Stage Synchronisation between Sorted and Auditomation
Introduction Sorted and Auditomation are integrated and designed to streamline SMSF accounting and auditing processes. This integration allows users to track the status of a job created for a financial year (FY) across both platforms. This article ...
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 ...