Keep Your Firm at the Center of the Client Relationship.

Cloudbase powers the technology behind a modern client experience — while your clients interact with your firm’s brand.

Give your clients a seamless, secure and professional experience that reflects your firm, builds trust and makes it easier to work together.

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30-minute personalized walkthrough · no obligation

  • All-in-one platform
  • Secure by design
  • Built for accounting & tax firms
Riverview CPA branded client portal on a monitor and phone

The Challenge

Is Your Technology Working for Your Brand?

A modern client experience should strengthen your firm’s identity — not compete with it. Many firms face:

  • Inconsistent Client Touchpoints

    Clients receive information across email, portals and multiple tools.

  • Third-Party Software Overshadowing Your Brand

    Generic platforms put another company’s name in front of your clients.

  • Fragmented Communications

    Documents, messages, appointments and invoices live in different places.

  • A Disjointed Client Experience

    Clients have to navigate multiple systems, creating confusion and frustration.

Find Your Focus

Does Your Technology Strengthen Your Firm’s Brand — or Compete With It?

Answer 5 quick questions to see how your current client experience measures up and where there may be opportunities to deliver a more connected, branded experience.

Get personalized results · No obligation
Question 1 of 5

Do your clients access a portal branded with your firm’s name and logo?

The Solution

Deliver a Seamless, Branded Client Journey.

Cloudbase helps you create a connected experience from onboarding to ongoing engagement — all under your firm’s brand.

  1. Your Firm Brand

    Showcase your logo, colors and message at every touchpoint.

  2. Welcome & Onboarding

    Make it easy for new clients to get started.

  3. Documents & Messages

    Exchange files securely and communicate in one place.

  4. Appointments

    Let clients schedule and manage meetings online.

  5. Invoices & Payments

    Provide a simple, secure way to view and pay invoices.

  6. Ongoing Relationship

    Stay connected with proactive communication and easy access to important information.

Products That Power This Solution

Combine the right Cloudbase products to deliver a modern, branded client experience.

See the Impact

How Consistent Is Your Client Experience?

Select the features you currently offer to see where there may be gaps.

Features you currently offer

Select the features you offer today, then review your client experience.

Based only on the information you provide. This identifies potential experience gaps, not client retention, revenue or guaranteed results.

Industry Insights

Real Perspectives. Real Guidance.

Explore the latest articles, research and insights on client experience and technology in the accounting profession.

A Modern Client Experience. Your Firm’s Brand.

See how Cloudbase helps you deliver a seamless, secure and branded client experience that keeps your firm at the center of the relationship.

Get Started Book a Demo

30-minute personalized walkthrough · no obligation