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PT 2.0 Joins
Kloud Connect

Kloud Connect’s platform, enriched by PT 2.0’s analytics and reporting expertise, will enhance operational efficiencies, and provide deeper insights and a more holistic view of the business landscape for accountants and their clients.

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 offer Australian accounting firms the best Practice Management software possible”

Kloud Connect is revolutionising the way Practice Management Software can help you manage your firm.

Enterprise level functionality across 7 core modules. Kloud Connect offers the modern day firm new levels of sophistication, improving the clarity, confidence and control you have in your firm. 

   

 

CRM

CRM functionality ensuring key client data is centrally captured and able to be reported on. Build & manage relationships and generate client insights

DOCUMENT MANAGEMENT

One central location to store all your Practice and Client files and drive workflow to complete your jobs. Able to integrate to your Sharepoint or your chosen application

WORKFLOW

Configurable workflow module integrating data to planning, time and billing allowing you to plan and manage your jobs, tasks and people on a single platform 

CAPACITY PLANNING

In-built planning module that leverages job estimate data from your workflow to ensure you get the clearest picture of staff work allocation

BILLING

Job data flows through from Workflow ensuring a clear view of WIP and efficient management of invoicing, recovery and cashflow. Bulk invoicing and smart debtor management

REPORTING

Business Intelligence to run your practice, improve efficiency and get insight.  Powered by Azure and Power BI, get actionable insight at your fingertips

TIME MANAGEMENT

An intuitive timesheet function, integrated with our workflow and billing to ensure efficiency. Add time quickly and simply in various locations in the platform, saving time

INTEGRATIONS

Independent and tech stack agnostic, Kloud Connect will Integrate with your preferred third-party software and organisations to save you time
 

Seamless Integrations  

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

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  • Ledger Software

  • Tax Software

  • Document management 

  • SMSF Admin

  • Corp Compliance

  • Debtor Management 

  • Office 365

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Kloud Connect Practice Management Core plus Integrations
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