How to Resend Connect Request to an Audit Firm

Introduction

If you have already sent the connect request once to the audit firm and you want to resend it for any reason, follow the steps given below.

How to Resend an Audit Firm Connect Request:

Step 1: Click on Admin > Connect.

Step 2: Click the three-dot icon next to the company name you want to resend the request.

Step 3: Click Resend Request to send another connection request to the firm. Please note that this option is available only for audit firms that have not yet been connected.

• Related Articles

• Connecting and Disconnecting an Audit Firm

  Introduction The Connect module establishes and manages connections with audit firms. This feature allows you to seamlessly connect with audit firms, making it easier to push funds from Sorted to Audit. Within this module, you can initiate ...

• Viewing Connect History

  Introduction To view your connect history to know the firm names you have connected with in past, follow the steps given below. How to View Connect History Step 1: Click on Admin > Connect. Step 2: Click on the View History button at the top right of ...

• Audit Basic Portal for the Connected Auditors

  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. ...

• SMSF Sorted - Tutorial Video Part 4 - Audit Reports and Letters

  Tutorial Video Part 4 - Audit Reports and Letters The below video will demonstrate how to generate and view Audit Letters and Reports, shared by your connected auditors, on your SMSF Sorted portal. <span class="size" ...

• Cancel Audit Job Submission

  Introduction If you have submitted the job to an Auditor by mistake here's how you can cancel the Audit Submission Note: You can only cancel the audit submission until the auditor creates the job. Once canceled, the job will again move to Completed ...