For accounting firms & CPAs

Modernizing
accounting firms.

Results driven for over 350 firms

CLOUDIT is a Global Capability Center built for U.S. CPA firms. We embed trained accounting professionals into your workflow, backed by Celia (our proprietary AI) and SmartTask (real-time visibility), so you scale without the hiring grind.

US-incorporated & US-ledUS GAAP trained30-day money-back
SMARTTASK / LIVECELIA · online
Time to hire
Daysnot months
Celia AI lift
38%/ workload
Visibility
24/7SmartTask
Capacity
+6seats live
Month-end pipelineon track
Reconciliations
96%
AI review pass
82%
Partner sign-off
64%
By the numbers

Trusted by modern firms.

Every metric below reflects the work our platform and people do inside CPA firms, every month, at scale.

350+
Accounting firms
50,000+
Tax returns filed
300+
US-trained professionals
6,000+
Accounting clients
50+
Industry niches
1M+
Books closed monthly
The problem

Your firm is capped by capacity, not by demand.

01Turning down work you should be winning
02Grinding through hiring cycles that never end
03Reviewers stuck on prep, not strategy
04Margins compressing while workload grows
What clients actually say

The top complaints
about accountants.

Survey of 400 small and mid-size business owners. Every gap on this list is a capacity problem in disguise. When your team is buried in prep, they can't be proactive, timely, or advisory.

Source, survey of 400 SMB owners

0%
41%More reactive than proactive
0%
37%Missed timelines
0%
32%Lack of guidance
0%
27%Doesn't provide advice
0%
23%Doesn't educate me
The solution

A Global Capability Center, built for U.S. CPA firms.

Trained accounting professionals, embedded AI, and real-time workflow visibility. One operating layer that scales with you.

Trained staff
Roles embedded in your firm

Tax preparers, bookkeepers, FP&A analysts, and virtual assistants, matched to your stack and your workflow.

See the roles
Celia
Proprietary AI, built for CPAs

Celia automates the repetitive layer of prep, review, and reconciliation so your people focus on judgment work.

Meet Celia
SmartTask
Live visibility, not black boxes

Real-time dashboards, SLAs, and status on every engagement, so your partners always know where things stand.

See SmartTask
Case studies

Real firms. Real results.

Hear directly from the partners running modern accounting firms with CLOUDIT.

Client story
How a growing CPA firm scaled capacity without hiring
Client story
Closing books faster with embedded AI + trained staff
Client story
From tax-season overflow to a modern, elastic practice
Firm valuation calculator

What is your
firm worth today?

The market is repricing accounting firms based on how deeply they've adopted AI. Enter your annual revenue and select where your firm stands. This is a directional estimate, not a formal appraisal.

Your inputs
Adjust to see the impact
AI maturity
Estimated valuation
$2.25M
Based on $1.50M in revenue at a 1.5x multiple.
No AI adoption
$1.50M
Using AI tools
$2.25M
AI across operations
$6.75M
AI-powered client solutions
$30.0M

Firms adopting AI across operations command 4–5x their revenue. Firms delivering AI-powered solutions command up to 20x. CLOUDIT is how modern firms get there.

Map your path to a higher multiple

Directional estimate. Not a formal appraisal.

For accounting firms & CPAs

Let's talk about
your firm.

Book a 30-minute call. We'll walk you through SmartTask and Celia, talk through your workflow, and show you whether CLOUDIT is a fit. No pressure. No pitch deck.