Cloudoffis offers three main tools for accounting workpapers, SMSF preparation and SMSF audits. Each product supports a different part of a firm’s workflow.
Workpapers Sorted helps accountants prepare general workpapers. SMSF Sorted supports SMSF preparation and audit handover. Meanwhile, SMSF Auditomation helps auditors manage SMSF audit jobs.
Understanding these differences can help firms choose the Cloudoffis tools that suit their work.
Workpapers Sorted
Workpapers Sorted helps Australian accounting firms prepare and manage general workpapers. It combines a familiar Excel-style approach with cloud access, automation and integrations.
The platform offers more than 70 workpaper templates. These cover bank reconciliation, BAS, tax reconciliation and other common accounting tasks.
Firms can also customise templates or upload their own. This flexibility helps teams maintain their existing approach while moving their work into the cloud.
Team members can assign jobs, review work and track progress through customised statuses. They can also bring accounting data into workpapers, reducing manual data entry.
For practices with several preparers and reviewers, these features help organise the workload. Staff can follow job progress and see which tasks need attention.
Workpapers Sorted therefore suits firms that want more consistency across their general accounting workpapers.
SMSF Sorted
SMSF Sorted supports accountants and administrators who prepare SMSF workpapers. It helps teams organise fund information and get their work ready for audit.
The platform connects with systems including Class and BGL. It can generate referenced workpapers using fund information from these systems.
Teams can manage supporting documents within each job. In addition, dashboards help staff track each fund’s progress.
Once accountants finish preparing a fund, they can submit its workpapers to an auditor electronically. The accounting firm can then continue tracking the audit status.
This connection helps teams manage the handover between preparation and audit. It also keeps supporting documents and workpapers together within a structured workflow.
For firms managing many SMSF clients, SMSF Sorted offers a central place to organise preparation and monitor progress.
SMSF Auditomation
SMSF Auditomation helps SMSF audit practices manage their audit work.
The platform includes audit checklists, compliance checks and job dashboards. It also offers integrations with platforms including Class, BGL360, SuperMate and Xero.
Auditors can assign jobs across their teams and track progress. They can also identify issues that need attention during an audit.
These features help practices follow a consistent process across different staff members and funds. Managers can monitor workloads, while auditors can see their outstanding tasks.
SMSF Auditomation also connects with SMSF Sorted. This connection helps when the accountant preparing a fund already uses Cloudoffis.
The connected workflow supports the transfer of information between preparation and audit. As a result, teams can reduce their reliance on separate spreadsheets, folders and email chains.
Which Cloudoffis Tools Fit Your Firm?
The right choice depends on the work your firm handles.
Workpapers Sorted supports general accounting workpapers. It suits practices that want to organise preparation, review and job tracking.
SMSF Sorted focuses on SMSF preparation. Accountants and administrators can use it to manage fund workpapers, supporting documents and audit handover.
SMSF Auditomation supports the audit process itself. It helps SMSF auditors manage checklists, allocate jobs and monitor audit progress.
A firm may need one product or a combination of tools. For example, an accounting practice handling general workpapers and SMSFs may find both preparation products useful.
Together, these Cloudoffis tools connect different stages of accounting and SMSF work. Firms can choose the products that match their services and workflow.
