How Cloudoffis Brings Workpapers, SMSF and Compliance Work Into One Platform
Accounting firms often end up with different systems for different parts of the job. Workpapers might live in Excel, SMSF preparation in another platform, documents somewhere else, and audit queries in email. Each tool may work on its own, but the gaps between them are where teams can lose time.
Cloudoffis takes a different approach. Its platform brings together Workpapers Sorted, SMSF Sorted and SMSF Auditomation, giving accounting firms and SMSF auditors connected tools for preparation, review, compliance and audit work.
Workpapers Sorted Covers the Broader Accounting Work
Workpapers Sorted is built for accounting firms that want to move away from disconnected spreadsheets and manual workpaper processes without losing the familiarity of Excel.
The platform includes more than 70 customisable templates and also allows firms to upload their own. It can import financial data, connect with systems such as Xero and help teams prepare schedules, journals and supporting workpapers in a consistent format.
That makes it useful for firms that want a standard process across the team while still having room to work in a way that suits their own jobs and clients.
SMSF Sorted Handles the Preparation Side
SMSF work brings its own set of documents, checks and handovers. SMSF Sorted is designed around that workflow, with integrations including Class, BGL and SuperMate.
Preparers can organise supporting documents, create referenced workpapers, track job progress and manage queries from the same environment. Once the fund is ready, the job can also be submitted to an auditor through the connected workflow.
The benefit here is less about adding another piece of software and more about keeping the preparation and handover process together.
SMSF Auditomation Takes the Job Through Audit
For SMSF auditors, SMSF Auditomation provides a structured audit workflow with dashboards, compliance checks and integrations with the main SMSF administration platforms.
It is designed to help audit teams work through funds in a consistent way, keep an eye on job status and flag compliance risks during the process. When an accountant is also using SMSF Sorted, job stages and information can move between the preparation and audit sides without the same amount of manual file handling.
The Useful Part Is the Connection Between the Products
The individual products do different jobs, so this is not about making accountants and auditors use the same screen for everything. The useful part is that the tools are designed to connect.
A firm might use Workpapers Sorted for general accounting work, SMSF Sorted for fund preparation and then work with an auditor using SMSF Auditomation. Instead of building that process from unrelated systems, Cloudoffis gives the work a clearer path from preparation through to review and audit.
For firms already looking at how many spreadsheets, portals and manual workarounds sit behind their compliance work, that is probably the main reason to look at the wider Cloudoffis platform rather than only one product at a time.
