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 ...
Introduction In the dynamic world of SMSFs, staying organised and efficient is important. For reviewers using SMSF Sorted, a well-structured workflow can make all the difference in ensuring a thorough review of financial data and associated ...
Introduction Ensuring financial statement accuracy is vital. We've added a new Sign-off feature to Sorted Pro’s Workflow, making it easier to track who has approved financials. Now, the person approving/signing off the financials can simply check the ...
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 ...