Release 3.3

Release 3.3

Release 3.3


A new month a new release, 2019 has already seen some tremendous enhancements and here are some more! 

The below enhancements are a direct result of client feedback (with a little help from the ATO), please keep them coming.


  1. Multi Factor Authentication
  2. Addition of read only mode
  3. SuperMate API Integration


Multi Factor Authentication

Cloudoffis now has 3 types of Multi Factor Authentication. These settings can be accessed by any user from their profile (Click name top right of screen and select), once open the Multi Factor Authentication page is on the right as per below.



For instructions on each method, please click here


Read Only Mode

We have created a read only functionality to enable quick reference to previous year's audits without the risk of creating invalid timestamps.
  1. Ability to quickly refer to previous years audit
  2. Ability to compare in new tab (different screen if available)
  3. Read only removes the risk of updating wrong year
  4. Ability to provide access for review or training without the risk of updating.
For further information for this new enhancement please click here

SuperMate API Integration

With help from the SuperMate team we have now enabled SuperMate data to be imported via the cloud.

This removes the previous requirement of manually entering client/fund data and manually uploading excel Trial Balance and General Ledger.

For further information on this new process please refer to the below;



The below Webinar discusses releases 3.2 & 3.3



    • Related Articles

    • SMSF Sorted Release v3.1.2

      SMSF Sorted v3.1.2 release 1. Release of Referenced Audit Workpaper Files in Audit Basic Portal with Improved Look and Feel: Auditors using Audit Basic portal and are connected with SMSF Sorted accountants, will now have an option to download the ...
    • SMSF Sorted Release 2.6

      Release Contents New in SMSF Sorted 2.6 Following on from our last release that introduced SMSF Sorted Workpapers, we are very pleased to release a further five workpapers. Please click on the links below for further details on each of these new ...
    • SMSF Sorted Release 2.3

      Release Contents We have introduced new data export functionality from Manage Clients and Manage Jobs. This will provide support for those firms requiring regular data analysis from within SMSF Sorted. Functionality has been improved to allow bulk ...
    • SMSF Sorted release 3.0

      Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...
    • SMSF Sorted Release 2.0

      SMSF Sorted Release 2.0 Re-Submit to Cloudoffis auditor When an SMSF Sorted job has been updated after being submitted to a Cloudoffis Auditor, a job can be Re-submitted to the auditor and they will now have the ability to re-import the changes to ...