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Practice Management Solved. 

Your single source of truth for managing your Clients, Workflow, Time, Billing and Reporting

Kloud connect Practice Management Workflow Dashboard

”We’re on a mission to solve Practice Management for the modern accountant”

For far too long this industry has been starved of a purpose-built cloud based enterprise level system specifically designed for accountants. Over the last 3 years we've built a state-of-the-art Practice Management system from the ground up. 

We're solving Practice Management by building industry leading functionality across 7 core areas.

We're constantly developing and improving each component, we've already solved some common problems like:

  • Single Client Record 

  • Multi Entity Billing & Sophisticated WIP management

  • Access to Firm Analytics & Insights

Join us on our journey and get access to a free trial now!

Why Kloud Connect?

Here are just some of the unique ways we are solving Practice Management: 

Client Management  

We’re solving Client Management with a full suite CRM system and single client record for your entire practice.

 

  • Single Client Record – Kloud Connect is your single source of truth. Automatically update client data across multiple applications.  

  • Full CRM functionality to manage client related communications and tasks + Outlook Integration  

  • Client Dashboards – Full summary of client position on an intuitive dashboard  

Workflow and Capacity 

Say goodbye to managing your Workflow in a separate application or excel. Our inbuilt workflow module offers advanced dashboards with data flowing directly to client, capacity and billing modules

 

  • Build custom job level and Workflow list dashboards

  • Highly configurable job, task and status flows to suit your firm’s work  

  • Kanban Dashboards 

  • Capacity planning linked to Workflow

Reporting & Analytics 

Improve decision making in your firm.  We're making state of the art analytics more available than ever before. 

  • Power BI Dashboards INCLUDED – We'll build out and manage Power BI Dashboards of your entire firm data to an 'almost live' level.  (Don’t pay $20,000+ for another app or custom consulting)

  • All you need is a Power BI Subscription, and we'll take care of the rest. 

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Timesheet Automation

What if you could have all the benefits of timesheet data, less the pain of manually entering in time? 

  • Timesheet Suggestions based on Workflow task completion.

  • Linked to Workflow for easy 'quick add' time.  

  • Outlook Calander Integration to timesheets  (Coming Soon)

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WIP Control & Billing 

Kloud Connect is purpose built for accountants with an advanced billing and WIP management suite.  

  • Multi entity billing  

  • Sophisticated WIP and invoice management 

  • Integrated to Fee Synergy / Xero Blue 

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Seamless Integrations  

We're solely focused on Practice Management and offer Seamless Integrations to your favourite applications:

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Get access to a Free Trial Now 

Book in a time to chat to us about setting up a free trial. Click on the Calendly link below

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