With SMSF Sorted Pro, your management improvement workflow can improve dramatically, saving you time and improving accuracy and consistency.
You know only too well that internal manual review processes are clunky and slow. Upgrading to SMSF Sorted Pro will mean you can avoid:
-duplicating work
-redoing Excel calculations
-workflow delays
-never ending email trails.
A simple tick-box system allows real-time job status updates, plus an integrated comments and queries system ensures up-to-date dialogue and reporting. Completion tracking provides an ongoing timeline, and the system will even generate notifications when a fund is ready for review.
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 ...
With quick-access workflow buckets, a user-friendly interface, and handy filters and shortcuts, keeping track of your funds—and who’s doing what with them—is super easy. At a glance you can see: -Whole workload—all funds—visible in one place -Job ...
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 ...
Cloudoffis' SMSF Sorted 2.0 is here with exciting new features and integrations that will revolutionise your external workflows and slash job processing time. In this webinar, Clint Estavilla, our Head of Sales (SMSF Sorted) provides insight into ...
Auditomation’s Labels take away the headache of managing a large number of funds. For Auditors, we have some ready-made labels on the job’s level of complexity, priority, urgency or even the type of fund. ‘Labels’ is just one of our many valuable ...