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Description
Cloudoffis is a cloud-based software platform that leverages artificial intelligence to enhance accounting and auditing processes, specifically aiming to simplify compliance, documentation, and workflow management for professionals in these fields. The platform offers a comprehensive set of integrated tools that automate the creation, assessment, and filing of financial workpapers, which enables accounting teams to efficiently organize their documentation and work collaboratively with auditors through a unified online interface. With a strong emphasis on automating Self Managed Super Fund (SMSF) accounting and auditing tasks, Cloudoffis allows accountants to easily create structured, compliant workpapers and share them with auditors at the click of a button. Its various modules, such as SMSF Sorted, SMSF Automation, and Tax Sorted, help to standardize accounting and auditing workflows, significantly decreasing the need for manual data entry while accelerating turnaround times and ensuring adherence to regulatory standards. Furthermore, by integrating advanced technology into traditional processes, Cloudoffis empowers teams to focus more on strategic decision-making rather than getting bogged down by administrative tasks.
Description
Effortlessly incorporate professional audit tickmarks into your workpapers with a single click, compatible with both Google Sheets and Google Docs, and featuring options for customizable colors, comprehensive notes, and reference URLs. Tasks that previously consumed several minutes for each entry are now accomplished in mere seconds.
Customizable Tickmarks in Google Sheets: Select from a range of standard audit symbols or design personalized marks that align with your firm's unique methodology, ensuring that your preferences remain intact.
Instant Legends in Google Sheets: Automatically generate a catalog of all tickmarks utilized across your workpapers, eliminating the tedious manual cross-referencing that auditors often find burdensome; with just one click, your legend is both complete and accurate.
Smart Endnotes in Google Docs: Keep sequential numbering intact and include detailed audit information, all formatted with the precision necessary to adhere to GAAP and audit standards, making it ideal for memo documentation.
Comprehensive Audit Trail: Each tickmark is accompanied by a date stamp, providing a reliable and traceable history of your audit process, enhancing accountability and transparency.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
CAS 360
Docusign
Microsoft 365
SuperMate
Xero
Pricing Details
$150 per month
Free Trial
Free Version
Pricing Details
$12/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudoffis
Country
Australia
Website
cloudoffis.com.au
Vendor Details
Company Name
ALS Properties, LLC
Founded
2013
Country
United States
Website
sheetshelp.com/tickmark-pro/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking