Subscription

Introduction

All the details related to your subscription package are available here including total, used and available files, package subscription date, package expiry date, and used storage.

You can renew your package subscriptions and also top-up files if required anytime in between your tenure. 

You also will be able to see the price per file while doing a top-up.

Note:- You can not opt for another subscription before the current one expires. The other way to have extra files is to top-up if you’re out of existing files.

How to Renew Subscription

Step 1: Click on Profile > Subscription.

Step 2: Click on Renew.

Note: The Renew button will be enabled only 30 days before your expiry. If this button is disabled, you can top-up files using the following process.

Step 3: Select package and click on Add to Cart.

Step 4: Enter Coupon Code (If any), Select Payment Terms and hit Subscribe.

Step 5: Read and accept Terms and Conditions and then, click on Subscribe.

Step 6: You can now click on Download Invoice to download your invoice.

How To Top-Up Files

Here’s how you can top-up extra files if you’re out of the existing ones.

Step 1:- Click on your profile icon and then click on Subscription.

Or 

Step 1:- Click on your profile icon and then on You can search from the pop-up menu and from the appearing page, select Subscription.

Step 2:- In the Top Up Files, Add the number of files that you would like to add to your account. Once you do that, you will be able to see the cost per file and the total cost.

Step 3:- Then click on Add To Cart.

Note: Enter your discount code in the designated Enter Discount Code field and click on Apply to redeem the discount.

Step 4:- A bill will be generated on the right side of your screen, select if you want to do Upfront or Monthly payment.

Step 5:- Then click on Subscribe.

Step 6:- A pop-up will appear with Terms and Conditions, click on I Accept from the left bottom corner of the pop-up. Then click on Subscribe to process forward.

​

Step 7:- You will be redirected to the Payment window, add your details and then click on Subscribe from the bottom of the page.

Note: Do not forget to click on the checkbox beside I agree.

Step 8:- Once done, your top-up files will be added and will reflect in your account immediately. 

Note: Only Administrator and Company Admin can top-up Files                                                                                                                                                                                                                                                                                                                                                                                               

For further information or assistance, please contact support@cloudoffis.com.au

• Related Articles

• Generating & Downloading Audit Files

  Introduction To Generate and Download Audit File, follow the steps mentioned below Generate Audit File Step 1: Click on Audit > Manage Jobs > My Audit Jobs and click on the relevant Fund Name. Step 2: This will redirect you to the fund dashboard. ...

• Errors and Troubleshooting

  Introduction Certainly, here's a condensed knowledge base article that summarizes the common errors and troubleshooting steps for Cloudoffis-related issues: In the course of using Cloudoffis for auditing purposes, you might encounter various errors. ...

• Release 3.2

  Release 3.2 This release includes significant enhancements to the below and is a direct result of client feedback, Please keep them coming! NEW PDF VIEWER!! Addition of ASIC Searches Addition of Title Searches New Date Picker and options New ...

• Staff Role Definitions and Access

  Introduction Each role in Cloudoffis comes with unique access privileges and responsibilities. Below is a detailed overview of the permissions and activities available for each role: Company Admin Full Access: The Company Admin has complete access to ...

• Auditomation Basic portal

  Introduction This guide will walk you through the process of setting up your account and using the key features available to you. SMSF Auditomation Basic is designed for auditors whose accountants are using SMSF Sorted Pro. Accountants can complete ...