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 queues
-Staff assigned
-Job status
-Percentage completed.
Move funds between “buckets” quickly and easily, tracking them as you go.
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 ...
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 ...
Cloudoffis' SMSF Sorted 2.0 is here with exciting new features and integrations that will revolutionise your external workflows and slash job processing time. In this webinar, Clint Estavilla, our Head of Sales (SMSF Sorted) provides insight into ...
Auditomation’s Labels take away the headache of managing a large number of funds. For Auditors, we have some ready-made labels on the job’s level of complexity, priority, urgency or even the type of fund. ‘Labels’ is just one of our many valuable ...
With SMSF Sorted Pro you can enjoy an even smoother workflow thanks to Workpaper—an end-to-end solution for your reconciliation and workpaper preparation. Formatted just like MS Excel documents, the 8 Workpapers (WPs) are available for jobs imported ...