SMSF Sorted - Tutorial Video Part 3 - How to process a fund using SMSF Sorted
Tutorial Video Part 3 - How to process a fund using SMSF Sorted
This video demonstrates the process of reviewing a fund using SMSF Sorted.
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SMSF Sorted - Tutorial Video Part 2 - Importing Funds and Creating Jobs
Tutorial Video Part 2 - Importing Funds and Creating Jobs This video provides a demonstration on how to import funds from Class or BGL360 and how to create a 'Job' to reconcile the fund and prepare the Audit Workpapers.
SMSF Sorted - Tutorial Video Part 5 - Reporting and Tracking a Job Status
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Release Contents We are pleased to announce the release of our new data Sync feature which will help maintain data across both SMSF Sorted and Sorted Lite. Accountants and Administrators can now upload and bookmark documents in either Sorted Lite or ...
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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 ...