Choosing new accounting software usually comes down to more than a feature list. You need to know what part of the workflow it is built for, how well it fits with the systems your team already uses and whether it can be adapted to the way your firm works.
Cloudoffis is built around workpaper preparation, SMSF accounting and SMSF audit workflows. For firms considering the platform, these are five of the main things worth knowing before getting started.
1. You Don’t Have to Use the Whole Platform
Cloudoffis has different products for different parts of the accounting and audit process.
Workpapers Sorted is aimed at general accounting workpapers. SMSF Sorted is for firms preparing SMSF workpapers and managing the handover to audit, while SMSF Auditomation is designed for SMSF auditors.
That means a firm can choose the part of the Cloudoffis platform that matches the work it actually handles. A general accounting practice may be looking mainly at Workpapers Sorted, while a firm with a large SMSF client base may also be interested in SMSF Sorted.
2. Workflows Can Be Adjusted Around the Firm
One useful part of Workpapers Sorted is that firms can shape the workflow around their own internal requirements.
Cloudoffis allows practices to create their own workflow statuses and use them to assign, review and track jobs. The workpaper templates can also be customised, and firms can upload their own templates if they already have a format they want to keep using.
For firms that have spent years developing their own review process, that flexibility matters. Moving to cloud workpapers doesn’t necessarily mean starting again with a completely different way of working.
3. Integrations Are a Big Part of How It Works
Cloudoffis is designed to connect with other accounting systems so information can move between different parts of the workflow without as much manual handling.
Workpapers Sorted integrates with Xero, FYI and the ATO, with QuickBooks and MYOB integrations also added in 2026. SMSF Sorted connects with Class and BGL, while SMSF Auditomation supports Class, BGL360, SuperMate, Xero and Microsoft Office.
For an accounting firm comparing software, it is worth looking at those integrations alongside the features themselves. The more easily information can move between the systems the firm already uses, the less manual handling is needed between stages of the job.
4. It Is Designed Around Team Workflows as Well as Individual Jobs
Cloudoffis isn’t only about preparing an individual workpaper or SMSF file. The products also include dashboards, job tracking and staff assignment tools that help firms manage work across the wider team.
In Workpapers Sorted, jobs can be assigned, reviewed and tracked through customised statuses. SMSF Sorted lets firms monitor preparation, review and audit progress, while SMSF Auditomation gives audit teams dashboards for managing multiple jobs and team members.
That becomes particularly useful as the number of clients and staff grows, because managers can see where work is sitting without checking every file individually.
5. Training and Support Are Available
Cloudoffis provides onboarding, training and ongoing support for its products. Workpapers Sorted also has a separate Cloudoffis Certification Program designed to help accountants learn how to use the platform and move from spreadsheet-based workpapers into a cloud workflow.
The certification currently includes two self-paced levels and is free to complete. Firms can also track their team’s progress through the program.
For a practice considering Cloudoffis, that gives the rollout more structure. The software can be introduced alongside training rather than leaving individual staff members to work everything out on their own.
