Category: Case Study

How Super Green Tick grew 50% using SMSF Auditomation by Cloudoffis

How Super Green Tick grew 50% using SMSF Auditomation by Cloudoffis

The Challenge: Scaling an Audit firm without adding complexity

As a specialist SMSF audit firm, Super Green Tick’s success depends on efficiency, consistency, and confidence in their processes. Director Peter Gallagher, with a background spanning Big Four auditing and finance director roles, was focused on one thing: building a scalable audit operation.

Before adopting Cloudoffis, the firm relied on largely manual processes. In 2015, Gallagher introduced a cloud-based workpaper solution to move away from paper files, but it came
with limitations.

“Approximately half of our audits still required manual work because the software only worked with certain platforms.”

Managing multiple processes depending on the client’s software stack created inefficiencies in training, reporting, and quality control — all barriers to growth.


Searching for a better way

After using their existing software for 2 years, it became clear that the platform was not delivering any efficiency. Peter was back in the market for a new solution, unfortunately there were not many SMSF Audit software options available – only 2 to 3 in the market. Then, Cloudoffis reached out to Peter to showcase SMSF Auditomation.

After seeing a demonstration and speaking with the team, Super Green Tick saw a lot of potential and personally loved Cloudoffis’s commitment to investing in growing the product and working with customers to ensure we meet their requirements.

Cloudoffis offered everything their current solution provided – but added automation and observation reporting, which fundamentally changed how audits were performed for the business.

“It gave us all the functionality we already had, plus automation that actually made a difference.”

Implementation of SMSF Auditomation was a seamless experience for their team, Peter highlighted that it was a simple process and the team were up and running quickly. It felt intuitive, much like an iphone. It just makes sense.

“By digitising you reduce paper, you can find things easier due to search functionality etc and you just don’t need to be scared of it – Cloudoffis is like using an Apple iphone, it’s pretty intuitive – not all products are but Cloudoffis is.”


The Solution: One Platform, One Consistent Process

Super Green Tick transitioned fully to Cloudoffis within two years, ultimately deciding to run 100% of their audits through a single, consistent workflow, even when some clients weren’t yet fully automated. This is when they saw a huge impact on their business.

“Having multiple processes just wasn’t efficient — for staff training, reporting, or quality control. We wanted one way of doing things.”

As their client base increasingly adopted BGL 360, automation accelerated. What was once a 60/40 split between automated and traditional audits is now closer to 90% automated.

Some of the features that really drove impact for Super Green Tick were observation reporting, automated workflows, and the reporting templates which only got better over time as Cloudoffis evolved the product. Peter describes this evolution as the “beginnings of AI,” laying the groundwork for even greater efficiency.

SMSF Auditomation’s reporting automation proved especially valuable, automatically selecting appropriate report types and managing common audit issues.


The impact: Growth without the headaches

The impact on productivity was clear and measurable. Super Green Tick were able to grow the firm without having to invest in additional headcount.

Results achieved using SMSF Auditomation:

  • 50% business growth with the same staffing level
  • Significant reduction in audit time through exception-based reviews
  • Increased confidence in audit quality and consistency
  • Improved staff collaboration through a single, clear process

Since implementing Cloudoffis, Super Green Tick has seen their audit turnaround time drastically reduced from 3-5 days to a consistent 1.5 days. This improvement has led to a better client experience, with Super Green Tick receiving positive feedback that their turnaround times are now well above client expectations.

‘’Communication with clients has also improved because we have reduced email interaction and there by ensure all issues are captured and reviewed prior to sign off.’’

Another meaningful impact is that using Cloudoffis has also strengthened regulatory confidence for the firm. In 2025, they were audited by the ATO – this can be a stressful procedure for many firms. However, with Cloudoffis on their side – this was not the case.

“When the ATO audited us and we mentioned Cloudoffis, there were no further questions about our software. They were comfortable with the process and moved on.”



Advice for Firms Digitising Their Audit Process

For firms considering digitisation, Gallagher offers clear guidance:

  1. Implement the full workflow from day one — and make the business fit the software. You will get the benefits much sooner this way.
  2. Tailor your audit program templates to your specific risk profile. Take the time to invest in the comments.
  3. Prepare templates for common issues and reports to save time in the back end.

“Observation reporting alone changes everything. You stop sifting through documents and start focusing on what actually matters.”

If you’re a firm looking to automate your SMSF audit process today, you can learn more about SMSF Auditomation here.

You can book a demo with a Cloudoffis expert here.

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How Tax Sorted Transformed Paul Money's Work Paper Processes

Company Overview

Paul Money is an accounting firm with two offices in Collingwood and Greensborough, led by Sarah Molinaro, a senior manager overseeing business services and SMSF clients.

Sarah and her team at Paul Money have embraced Tax Sorted as a vital tool for managing work papers in a consistent and efficient manner. Tax Sorted has streamlined their document management processes, improved collaboration between offices, and provided a user-friendly platform that the entire team can easily adopt.

Challenges Before Implementing Tax Sorted

Before adopting Tax Sorted, Paul Money relied heavily on Excel for preparing workpapers. While functional, Excel had several limitations:

  • Manual Processes: The firm had to double-handle tasks, creating inefficiencies and inconsistencies across the two offices.
  • Clunky Alternatives: Previous attempts to adopt web-based solutions were unsuccessful due to difficult setup, poor user experience, and lack of automation.
  • Document Overload: Files were scattered between Excel and FYI Docs, making document retrieval cumbersome, especially for review processes.

Why Tax Sorted?

The team sought a cloud-based, automated solution to streamline their processes and eliminate the inefficiencies of Excel. Having already used Cloudoffis for SMSF workpapers, they were excited by the prospect of a Cloudoffis solution for their tax team and wanted to bring similar benefits to their business services.

Key Benefits of Implementing Tax Sorted

  1. Consistency and Efficiency: With Tax Sorted, all workpapers are now cloud-based, improving accessibility and collaboration across both offices. This has allowed the firm to create consistent templates and workflows, which reduces the time spent on preparing and reviewing documents.
  2. Streamlined Document Management: Rather than clogging up FYI Docs with numerous files, Tax Sorted allows Paul Money to keep everything in one system, making it easier to retrieve, review, and store documents.
  3. User-Friendly Interface: Sarah highlighted how easy it is for her team, especially new graduates, to use Tax Sorted. Unlike other work paper systems her team had trialed, Tax Sorted was intuitive and quick to set up, allowing the firm to create templates and start using the software immediately.
  4. Automation and Integration: Tax Sorted imports the trial balance, profit and loss, and balance sheet data directly into the work papers. This integration with Xero saves time and reduces errors, as all relevant documents are automatically linked and available in one place.
  5. Potential for Time and Headache Savings: Although still in the early stages of adoption, Sarah believes that Tax Sorted will save significant time and reduce the headaches of managing work papers across two offices. The system’s ability to carry forward documents year-to-year, particularly for permanent files like capital gains schedules, will streamline future work.


Paul-money



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How SMSF Australia doubled growth with Cloudoffis.

In the fast-paced world of Self Managed Super Funds, efficiency isn’t just a buzzword; it’s a critical factor for success. For SMSF Australia, the journey to greater efficiency continued with the adoption of Cloudoffis, a solution that transformed their audit file review process. Here’s how they achieved these remarkable results with Cloudoffis as their wingman.  

emily cooper-qoute


Life before Cloudoffis

Before Cloudoffis, SMSF Australia’s accounting team had a far more manual process to review files and create workpapers which was a limiting factor to their exponential growth. The main issues included:  

  • Sorting and reviewing documents manually.  
  • Inefficient workflows due to separate handling of financials and source documents.
  • Significant time spent collating and verifying information.  

Although the team wasn’t actively searching for a solution, they recognised the need to streamline their processes to improve efficiency and accuracy.  

Introducing Cloudoffs

SMSF Australia discovered Cloudoffis through a trial offered by Class, and it quickly became clear that the new system would enhance their workflow. The key benefits of Cloudoffis included:  

  • Combining review and collation of audit files into one streamlined process.
  • Automatic recognition of figures and matching with source documents, through Cloudoffis’ OCR capabilities.
  • An improved three-stage review system including an initial review by processors, a compliance review, and a final review before the auditor commences work.

 

A worthwhile investment

SMSF Australia enjoyed significant results, including a 50% reduction in audit file review time and a 100% increase in overall productivity across the team. 

  • Time Savings: File reviews, once taking 2-3 hours, have been streamlined to approximately 1.5 hours per file marking a 50% reduction. 
  • Increased Productivity: The firm has more than doubled its output allowing them to further scale their business hitting their 100% growth targets year on year. 
  • Cost Efficiency: Improved operational efficiency has not only enhanced profit margins but has also enabled SMSF Australia to maintain competitive pricing while delivering industry leading quality services, strengthening their competitive edge in the market. 

SMSF Australia’s favourite Cloudoffis features

We asked Emily what Cloudoffis features her team rely most on 

  • The integrated review process simplifies the review and collation of audit files, reducing procedural steps. 
  • The error detection feature facilitates easy identification of discrepancies and missing documents. 
  • Cloudoffis’ workflow management supports a thorough three-stage review process for comprehensive checks. 

 

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Client Case Study: Superannuation Audit Services

Superannuation Audit Services, led by Denise Surjenko and Daniel Surjenko, has been a key player in this field for over 25 years. Based in Melbourne, Victoria, their award-winning firm has built a reputation for providing swift, independent auditing services with a personalised touch.

However, even the most established firms face challenges. For Superannuation Audit Services, reliance on traditional methods like Excel and hard copy documents created a bottleneck in their operations. The process was not only time-consuming but also prone to errors, impacting their ability to deliver the fast and accurate service their clients relied on.

Enter Cloudoffis. With the implementation of SMSF Auditomation, Superannuation Audit Services embarked on a transformative journey. This case study explores how Cloudoffis revolutionised their operations, streamlining data management and unlocking new opportunities for growth and client satisfaction. From overcoming initial hurdles to reaping the benefits of automation, discover how Cloudoffis enabled Superannuation Audit Services to elevate their practice and embrace a more flexible, efficient future.

Client: Denise Surjenko, Founder and Partner, ASIC Registered SMSF Auditor and Daniel Surjenko, Partner, ASIC Registered SMSF Auditor
Company: Superannuation Audit Services
Location: Melbourne, Victoria
Service Area: Nationwide
Client Base: Diverse, primarily SMSF clients
Website: Superannuation Audit Services

Company Overview:

Superannuation Audit Services is a specialist Self-Managed Super Fund (SMSF) auditing firm providing independent SMSF auditing services with a fast turnaround. With over 25 years of experience, they support accounting firms of all sizes, from the Big 4 to sole practitioners, both on-site and off-site, across Australia. Their award-winning firm is renowned for its personalised service, accessible team, and extensive expertise.

The Challenge:

Superannuation Audit Services faced significant challenges with storing and manually processing data. They relied heavily on Excel and hard copy documents, which was time-consuming and prone to errors. The process of checking market values and handling dividends manually was particularly cumbersome.

Why Cloudoffis:

With the implementation of SMSF Auditomation by Cloudoffis into their business, Superannuation Audit Services transitioned from using Excel and hard copy documents to a more streamlined, automated process that has been warmly welcomed by the team, who are dotted around Australia. This transition allowed them to improve operational processes and handle data more efficiently and accurately.
 

Benefits Realised:

  • Time Saved: The automation process significantly reduced the time spent on manual data entry and processing, allowing SAS to focus on more critical tasks.
  • Growth Unlocked: The efficiency gained from using Cloudoffis enabled the firm to hire top talent across Australia, expand their client base and take on more clients nationwide.
  • Greater Customer Satisfaction: The automation provided by Cloudoffis led to higher satisfaction among their clients due to the faster turnaround times and more accurate reporting.

Time better spent:

The transition to Cloudoffis enabled all staff at Superannuation Audit Services to work remotely. This shift to Cloudoffis not only made operations more flexible but also allowed them to service clients from various locations across Australia, including Sydney, Brisbane, Whitsundays and Perth. 

SAS’s top tips for using Cloudoffis:

  • Utilise Resources: Make the most of the resources and support provided by Cloudoffis.
  • Keep in Contact: Maintain regular communication with the Cloudoffis support team to resolve any issues quickly.
  • Just Use It: Embrace the platform fully to realise its benefits and improve operational efficiency.

By implementing Cloudoffis, Superannuation Audit Services transformed their operations, achieving significant time savings, unlocking growth opportunities, and enhancing customer satisfaction. Their journey with Cloudoffis is a great example of how simplifying your SMSF Audit workflows can allow you to rethink your practice management processes, embrace new growth strategies and drive business success.

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The Cloudoffis Compliance Advantage for Integrated Audit Services

Integrated Audit Services, a leading auditing firm based in Brisbane, has transformed its operations with Cloudoffis SMSF Auditomation. Manager David Alcock, CAANZ, shares how the transition from manual systems to automation has saved time, reduced compliance headaches, and provided new operational insights, allowing his team to deliver exceptional customer service and faster turnaround times.

Client Case Study: Integrated Audit Services
Client: David Alcock, CAANZ
Position: Manager
Company: Integrated Audit Services
Location: Brisbane, Queensland
Service Area: Queensland and nationwide
Client Base: Diverse, including SMSF clients
Website: https://integratedaudit.com.au/

Integrated Audit Services, a leading auditing firm based in Brisbane, has transformed its operations with Cloudoffis SMSF Auditomation. Manager David Alcock, CAANZ, shares how the transition from manual systems to automation has saved time, reduced compliance headaches, and provided new operational insights, allowing his team to deliver exceptional customer service and faster turnaround times.

Company Overview:

Integrated Audit Services is an auditing firm based in Brisbane specialising in a range of audits, including SMSF (Self-Managed Super Funds). The firm manages a large number of SMSF audits across Australia.

The Challenge:

Before adopting Cloudoffis SMSF Auditomation, Integrated Audit Services relied on manual systems like spreadsheets. The constantly changing regulatory landscape made it imperative to find a technology partner to ensure compliance and streamline their audit processes.

Why Cloudoffis:

  • David Alcock and his team chose Cloudoffis for its comprehensive compliance support and its ability to address specific compliance needs that their previous manual system couldn’t handle. 
  • He trusts Cloudoffis to effectively implement any necessary updates related to SMSF legislation changes, ensuring that Integrated Audit Services remains compliant and accurate. David believes in Cloudoffis’ capability and reliability to stay current with legislative modifications, providing peace of mind and reducing the burden of manual updates.

Cloudoffis Implementation:

Since November 2017, Integrated Audit Services has been using Cloudoffis SMSF Auditomation. The transition to this automated system has brought significant improvements to their operations.

Benefits Realised:

  • Time Savings: Automation has drastically reduced the time spent on audits.
  • Reduced Headaches: Simplified compliance and audit management.
  • Operational Insights: Enhanced ability to track data and processes.

Favourite Features:

  • Automatic Letter Generation: Simplifies the creation of management letters, qualifications, and contravention reports.
  • Rolling Forward Feature: Maintains tags on documents year over year, saving unnecessary rework.
  • Internal and External Query Monitoring: Allows efficient management of queries from both team members and accounting clients, improving customer service and turnaround times.

Future Plans:

With the time saved and operational efficiency gained, David has been able to implement other new technologies into the practice, further enhancing their operational efficiency.

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