Cloudbase is the revenue-growth platform built for accounting and tax firms — and the professionals who run them. One platform instead of seven or eight subscriptions that don't talk to each other: it brings you new clients, wins back your time, and turns every client relationship into growth. Think of it as the CFO and COO team you never had.
Whether you're a solo practitioner, a growing mid-size firm, or a multi-office enterprise, Cloudbase meets you where you are and grows with you.
You became a professional to help people — not to chase unbilled hours, juggle eight logins, or watch good clients drift because something quietly slipped. The tools you're paying for keep you busy; they don't make you bigger. Cloudbase works alongside you instead: it finds the revenue you're already owed, hands back the hours your day disappears into, and makes every client feel genuinely looked after. Where other platforms help you hold steady, we help you move forward — and we're invested in getting you there.
From your first solo client to your first enterprise contract, Cloudbase is built to carry you through every stage — and to make each one more profitable and less exhausting than the last.
Get every client, document, and dollar into one place, so nothing slips and no work goes unbilled.
Let automation and AI carry the busywork, so your team spends its hours on the work that grows the firm.
Surface the revenue you're leaving behind, welcome new clients, and expand your services — without adding headcount to do it.
Everything in one place
Cloudbase connects every part of your firm, from a prospect's first inquiry to a client's final delivery — so nothing falls through the cracks and every step moves you toward growth. One login and one bill, in place of the seven or eight you're juggling now.
See the revenue you're leaving behind — unbilled work, aging invoices, and clients ready for more — flagged before it slips away. You don't just see the past; you see your next dollar of growth.
ExploreEvery lead and client in one pipeline, from first inquiry to signed engagement to lifelong relationship — so no opportunity goes cold and no client feels forgotten.
ExploreTurn every tax return, bookkeeping cycle, and advisory engagement into a workflow that runs itself, with reminders and status updates that keep work on schedule and billed on time.
ExploreOne complete record per client, in a portal branded to your firm — so your team acts instantly and every client feels cared for.
ExploreCollect, e-sign, and store engagement agreements and client documents securely — and collaborate with connected providers when a client, business, or enterprise needs more.
ExploreIRS-ready task templates auto-populated for every tax client, plus an AI research assistant that helps you find the strategy that saves them the most.
ExploreTurn a client conversation into a tailored engagement agreement, a recap, and scheduled follow-ups — automatically.
ExploreReach every client at once — newsletters, reminders, and campaigns that spark engagement and earn referrals.
ExploreTrack time, invoice, and get paid — and keep every dollar you bill, with $0 processing cost to your firm.
ExploreRevenue Intelligence
Most firms are quietly losing money they already earned: work that never got billed, invoices aging past due, clients who should be buying more. Cloudbase watches for all of it and puts the next right move in front of you — so the growth that was always there finally shows up in the bank.
AI Meeting Assistant
Cloudbase turns the repetitive, non-billable work into something that runs on its own: client meetings captured and summarized, engagement agreements drafted to each client's needs, recaps sent, and follow-ups scheduled — done for you. You get your evenings back and spend your best hours where they belong, on client solutions and advice worth paying for.
Time, Billing & Payments
With zero-cost-to-provider payments, the processing cost is carried on the client side, so you receive 100 cents on every dollar invoiced. Getting paid finally adds to your revenue instead of quietly subtracting from it.
Client Marketplace
Cloudbase connects you with new clients actively searching for a professional like you — matched by specialty, credentials, and language. Instead of chasing new business, you let it find you.
Founding 100
We're partnering with our first 100 founding firms to shape the platform. In exchange, you lock in founding pricing for the life of your subscription, get a direct line to our team, and receive white-glove migration from your current tools. This is wave one — the earliest firms get the best terms and the loudest voice in what we build next.
Lock today's founding pricing permanently — no expiration, no escalators.
A direct line to our team and real input on what ships next.
We move your clients, documents, and history by hand — you're never on your own.
Founding access closes in
Claim Your Founding SpotPricing
No per-module upsells, no surprise overages — just the tools your firm needs to grow, at a price that replaces the seven or eight subscriptions you're paying today. Founding firms lock their rate for life.
Is there a free trial?
We don't offer a free trial — we offer something better: a personal walkthrough of the platform mapped to your firm, and founding rates locked for life if you join us early.
Will my price go up as you add features?
No. Founding firms lock their rate for life as the platform grows. You're never charged for a feature before it launches, and new capabilities arrive inside your plan.
What does it cost my firm to accept payments?
Nothing. With zero-cost-to-provider payments, the processing cost is carried on the client side — you keep 100 cents on every dollar you invoice.
How many tools does Cloudbase replace?
For most firms, seven or eight — CRM, workflow, portal, documents, e-signature, payments, tax research, and client communications — all in one platform, one login, and one bill.
We launch October 1, and the Founding 100 are reserving now. Get a personal walkthrough mapped to your firm, and lock in founding-rate pricing before access closes.
No payment required to reserve · Founding rates locked for life · We'll follow up personally
Get your custom growth plan
Two minutes, no payment required. We'll show you exactly where Cloudbase can grow your revenue, win back your time, and replace the stack you're paying for now.
No payment required · We'll only reach out with something useful · Your information stays private