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Cloudoffis releases major update for its SMSF preparation software

SMSF preparation software
Miranda Brownlee
11 August 2020 — 1 minute read

Software firm Cloudoffis has announced the release of SMSF Sorted 2.0, which is designed to speed up end-of-year processing through job standardisation and a new document management system.

The new release is a significant update to its SMSF preparation software and provides a clear dashboard to take care of everything in the one place for optimised workflow management.

The updated software uses automated compliance checks which raise red flags and alert users to discrepancies.


It also automatically checks for work test requirements, effective tax allocation, lump sum payments, and contra bank entries or negative balances, Cloudoffis said.

It also features an updated document management system that ensures document storage and lead schedule referencing remains as one.

“The content in your PDF source documents is turned into structured searchable data for instant search-find referencing,” Cloudoffis explained.

“Then by using bookmark logic to save in-page reference points, you are able to build out a fully referenced lead schedule by simply saving docs in our DMS. Reviewers, customers and auditors can then click lead schedule links to specific in-page reference points, saving document handling time all the way through the review chain.”

Cloudoffis said Sorted 2.0 also features improved internal and external workflow management capabilities with dashboards, automated notifications and connected stakeholder portals.

“The latest release incorporates a new itemised review/re-work/approval workflow for your external customers and auditors. Whether changes are requested by your customer or auditor, SMSF Sorted allows for quick and easy document changes, re-importing of data from your admin software and then re-submitting for client approval or auditor sign-off,” the software firm explained.

Cloudoffis director Viral Kanabar said the firm is excited to announce SMSF Sorted release 2.0.

“This is our most significant update yet, including the revolutionised DMS, enhancements to existing functionality and some breakthrough features and integrations,” Mr Kanabar said.

“At Cloudoffis, we continue to refine our SMSF preparation and audit automation solutions to help the industry ecosystem and our users find efficiencies across SMSF processes and maximise return on their investment.”

Sorted 2.0 now fully integrates with both BGL and Class, offering users a streamlined workflow from start to finish.

Miranda Brownlee

Miranda Brownlee


Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.

Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates. Miranda has also directed SMSF Adviser's print publication for several years. 

Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.

You can email Miranda on: This email address is being protected from spambots. You need JavaScript enabled to view it.

Cloudoffis releases major update for its SMSF preparation software
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