SMSF Sorted release 3.0

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 integration with Docusign to allow these letters to be shared with trustees for digital signing. These changes along with several other updates are outlined below.

New in SMSF Sorted 3.0

  1. Template sharing from auditors using Cloudoffis Auditomation. This will allow firms to generate letters such as Audit Engagement letters in bulk for multiple funds using their auditor's preferred template.
  2. Ability to receive post-audit reports and letters from your connected auditor
  3. Docusign integration This exciting new integration will make sharing of documents for signing easier, more secure, and quicker.
  4. Improved process for uploading additional documents to auditors after initial submission to audit doing away with the need to attach documents to auditors queries.
  5. Enhanced document visibility for firms that outsource their work to SMSF Sorted subscribed business. Such firms will now have read-only access to the following DMS folders for jobs:
    1. Permanent
    2. Prior Year
    3. Additional Documents

    • Related Articles

    • SMSF Sorted Release 2.5

      Release Contents New in SMSF Sorted 2.5 We have introduced an exciting new financial workpapers feature to SMSF Sorted. As part of this initial release, workpapers will be available for Property, GST reconciliation, and Tax reconciliation These will ...
    • SMSF Sorted Release 2.1

      Release Contents Multi-Factor Authentication has been added to SMSF Sorted logins. This will require users to confirm their identity when logging in using a third-party application, such as Google Authenticator. Click here for more details in our ...
    • 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 ...
    • 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 ...