Video Resources
SMSF Sorted 2 0 Webinar
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 ...
User Portals and Job Assignment
Sick of wasting time tracking queries and checking on job statuses? With SMSF Sorted Pro’s Job Assignment tools you can track: -the stage a review has reached -which staff member is the job is sitting with -what’s outstanding on the fund. And there ...
Workflow Dashboard And Workflow Reporting
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 ...
Rework and Reimporting Data
With SMSF Sorted Pro you’ll be able to carry on enjoying all the fantastic features you’re currently using, PLUS you can save time wasted on reworking and reimporting data. SMSF Sorted Pro offers an instant reimport feature, which works with ...
Compliance Review - Part 2 - Workpaper Tools
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 ...
Compliance Review - Part 1 - Observations
SMSF Sorted Pro does everything you’re used to with Lite, but so much more. This full-package software actually keeps an eye on your checks and balances. That’s right, by running automated checks—called “Observations”—SMSF Sorted Pro will save you ...
Management Approval Workflow
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 ...
Resubmit Jobs to Connected Auditor
Inefficient systems, processes and workflows are gone: automated year-end preparation and seamless transfer to audit can be yours at the click of a download. -Connect directly with auditors -Submit jobs all in one place -Transfer directly to ...
Connected Auditor Workflow
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 ...
Collaboration-Internal and External Queries
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 ...
Audit letters and Reports
With SMSF Sorted Pro you’ll be able to carry on enjoying all the fantastic features you’re currently using, PLUS you can: -Share templates with auditors with one simple click -Prepare automatic engagement letters for trustees, ready to send—no ...