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SMART AUTOMATIONS

Explore the comprehensive automation features that we offer!

Along with full-time back-office staffing, leverage automation tools to scale your capacity.

We turnaround a 4-hour job into just 40 mins.

SMART-SYNC

We make the process of Getting Data In Easy

With Bank Access

There is no longer a need to ask for clients’ bank login or password. No more chasing clients for statements. With an invite sent to the client via email or SMS, SmartSync automatically fetches all of your client’s financial information on a unified dashboard.

One Place for All Your Clients’ Financial Data.

  • Transactions
  • Statements
  • Check Images
  • Deposit Detail Images

Without Bank Online Access

(Just Statements)

If your client does not have online bank access, we only need the direct bank statements in PDF format. We can convert the bank statements to QBO, Xero, Zoho, or Excel transactions in a go!

  • Works with Over 99% of U.S. Banks
  • Pinpoint OCR corrects and flags questionable transactions with ease
  • Automatic Reconciliation, save time and take manual review out of the equation
  • Payee Cleanup Standardize payee names and categorize transactions in seconds

For Tax Preparation

Our proprietary OCR seamlessly integrates last year’s tax returns, current-year source documents, and the client organizer to identify any missing information. This automation streamlines the return preparation process by generating transcripts for tax preparers, compatible with leading tax software such as Drake, ProSeries, TaxAct, Lacerte, UltraTax, CCH Go, and more.

SMART-TASK

Smart Task is a powerful project management and automation tool to streamline accounting workflows and enhance efficiency. It enables seamless task assignment, tax return tracking, and due date management while ensuring standardized SOPs for consistency. Built-in automation identifies and follows up on missing documents, integrates client communication in one place, and connects with leading FinTech solutions for a unified workflow.

  • Industry-Specific COA Mapping
  • Automate Transaction Coding & Review
  • Global Rules Engine – Rule-based automation via Bank Memo
  • Centralized Task & Due Date Management
  • Client Collaboration on SOPs, SLA & Documents
  • FinTech Integrations for E-Commerce Automation
  • Automated Bookkeeping reviews & Balance Reconciliation
  • Automated Business Intelligent Financial Reporting & Client Dashboards
  • Accelerated Quality Control for Accurate Financials

SMART DASH

Handle your business like a seasoned pro using CLOUDIT, the comprehensive business software that fosters 100% customized business automation, team collaboration and streamlines client interactions while saving you hundreds of thousands of redundancies in our day-to-day process.

  • CRM + Practice Automation
  • White Label Client Portal
  • Onboarding + Custom Dashboards
  • Invoicing + Subscriptions
  • LMS Learning + Monetization
  • Project, Templates & Content Automation
  • Email Marketing & Drip Campaigns
  • File Storage & Transfer
  • eSigning & Contracts
  • Appointment Booking Automations
  • Secure Email Messaging & Live Chat
7/8

Sachi S. Mazumdar

Is a seasoned financial professional with over 19 plus years’ experience.

She showcased her leadership in financial planning and strategic decision-making and CFO advisory. As the COO- Chief Operating Officer (FP&A) at CLOUDIT, she commands a senior executive role overseeing the Financial Performance Improvement department. She is a qualified MBA in Finance from ISB (Business School)

During her prior tenure she worked in various fortune 500 organizations including Big4’s like KPMG, Credit Suisse, GE (General Electric) and HSBC. Her strategic contributions were instrumental in guiding CxO-level executives, offering insightful recommendations, and conducting comprehensive risk analyses. Her role as Vice President-Group Finance at Credit Suisse further emphasized her seniority and influence in driving change, fostering innovation, and ensuring transparent financial reporting for the entire organization.

She has consistently demonstrated her ability to implement change mechanisms, establish strong financial controls, and enhance corporate performance management. Her proficiency in stakeholder management is a testament to her ability to build and nurture relationships with executives, board members, and investors.

An advocate for fact-based decision-making and possessing an entrepreneurial spirit, Sachi’s leadership is marked by a commitment to lifelong learning, client focus, and driving growth.

3/8

Martin D. Eisenstein, Esq.

When we need to bring in an experienced mastermind in accounting merger & acquisitions, we look to Martin. He is a critical cog in our success in every facet of our firm!

Martin is the specialist you will hear from if you need information on any aspect of business operations, business valuations, business growth and investment opportunities. He is a veteran in dealing with the risk and reward of any move that a business might make, and we cherish his understanding of legal and accounting issues within the business world.

Martin is a CPA and an Attorney at Law and brings years of expertise in accountancy, tax consultation, and business services. Martin operates Martin D. Eisenstein CPA & Attorney At Law, a company based in Secaucus, New Jersey. He provides bespoke services to his clientele, from tax strategy planning and preparing tax returns to personal wealth management and business marketing strategy development.

Apart from providing his expertise, Martin regularly focuses his time on enjoying chess games and participating in regular aquatic exercises. He is also deeply knowledgeable about The Beatles and regards them as the greatest musical group.

5/7

Steve Lott, MBA

As one of our most distinguished gurus in finance and business development, Steve is often called ‘The Finance Guy’ for his incredible understanding of numbers!

8/8

Chris R. Whalen, CPA

When we need to bring in a trusted CPA to help manage our client’s taxation and workload, Chris is someone who we believe in. His experience and know-how are vital to everything that we do! 

Chris is an expert in income tax and regularly assists businesses across North America in tax strategy planning, personal wealth maximisation, and business marketing strategy development. He is a rounded expert in all things to do with taxation, accountancy, and business services. As a Certified Public Accounting and Business Advisory owner, Chris can make complex financial decisions seem simple.

A specialist in various aspects of the financial world, we love partnering with Chris because he brings so much knowledge about the financial industry forward. We can trust his insight and expertise on all matters of financial and business planning, as he has the credibility and the credentials to give us information and understanding that we can trust. 

On top of being a highly successful business owner and financial guru, Chris is also a respected author. He has written various books, including ‘Be The Chocolate Milk’. A regular speaker and expert guest on Fox TV, Chris brings a wit and a charm to what is often a very serious industry. If you like working with a serious professional who can still keep things light and friendly, Chris is the expert you need.

4/8

Tracey Ann Gordineer

Tracey Ann Gordineer brings a unique blend of financial expertise, tax knowledge, and behavioral insight to her role in providing tax and accounting services. A graduate of the University of Georgia, she completed the CERTIFIED FINANCIAL PLANNER™ (CFP) program at Oglethorpe University and holds a Master’s in Social Work from the University of Central Florida—reflecting her deep interest in how financial decisions intersect with behavior, relationships, and emotions.

Tracey is an Enrolled Agent (EA) and a National Tax Practice Institute Fellow, having completed the rigorous three-year program through the National Association of Enrolled Agents (NAEA). She previously served as President of the Georgia Association of Enrolled Agents and as a Director on the NAEA Board.

Raised in Atlanta, Tracey Ann began her career in real estate and later served as a manager for a Fortune 500 risk management firm. Her desire to deliver comprehensive, fiduciary advice to individuals and businesses led her into the fields of tax, accounting, and investment management. With personal experience managing family and small businesses, she is especially passionate about helping entrepreneurs and business owners reach their financial and operational goals.

Outside of work, Tracey enjoys ballet, running, tennis, and a good book.

6/8

Andrew Jindal

A seasoned professional with over two decades of experience in the advisory field, currently stands as the Co-Founder and Director at CLOUDIT (India Operations).

2/8

Daniel Guarin, EA, CTC, MST

At CLOUDIT, we regularly deal with clients who are unsure if they follow the best practice at firms operations. When we need someone to assist, we turn to Daniel!

As a specialist in public and corporate accounting practices, Daniel is our go-to specialist when we need trustworthy insight on regulatory compliance. Daniel is our expert in ensuring companies meet all of their regulatory requirements – at CLOUDIT, Daniel is critical to our success.

Daniel is among the most experienced members of the CLOUDIT team. Having started his accountancy career in the United States Marine Corps, Daniel began his firm, Full Compliance, LLC, in 2006. Through Full Compliance, Daniel provided up-to-date insight to companies across the USA to ensure they complied with all state laws and industry regulations. From accountancy firms to Fortune 500 real estate agencies, Daniel brings exceptional expertise and know-how to his clients.

Danny is a respected team leader with expertise in client management, team coordination, and business consultation. A dynamic individual with a real passion for compliance, Daniel regularly acts as one of our most important team leaders and management specialists. His organizational skills and ability to stay focused under pressure are vital to our success at CLOUDIT.

1/8

Sam Mazumdar

When it comes to leadership which is constantly demanding, Sam is the go-to person we have full confidence in bringing everyone on board to help us manage and play our critical roles in all our endeavours at CLOUDIT!

As the Founder and CEO of CLOUDIT, Sam brings his versatility, experience, knowledge and passion for numbers to our business. Sam is a highly accomplished entrepreneur, with outstanding success in providing outsourced accounting services across North America, Canada & UK. With such an extensive and wide-reaching career experience for one so young, Sam brings both a modern approach and an understanding of the traditional. He established CLOUDIT Automation & Accounting Services in 2017, with a vision to fully automate accounting practices for Accounting firms. Under his watch, Sam and his team has turned CLOUDIT from an exciting start-up to a cloud-based accounting giant in the USA.

Sam has the magic touch that can bring order to any accounting chaos. Sam’s approach goes beyond mere problem-solving; he focuses on creating strategies that are not just solutions but also catalysts for growth and efficiency. Through creativity and dogged determination, he has successfully deployed diverse accounting systems & procedures to leading corporates across industries, earning several commendations and a high reputation for consistency.

With over 21 years of experience in Accounting & Financial Services, he brings the precision and care of a professional while providing dedicated service to all of his clients. He started his career in the finance with IBM and then worked with Intuit’s pioneering project in developing the QuickBooks Online product. Subsequently, he assumed leadership positions in esteemed organizations, including Thompson Dunavant PLC (USA), Erinaceous Group PLC (UK), and LP North America Inc. Sam spearheaded the process of setting up the back-office accounting system for ZocDoc, which currently has 6 Million users on its portal with total funding of $223Million. His work to forge partnerships with other CPAs and accountancy firms has ensured that we can continue offering our clients the most trusted, comprehensive and hi-tech back-office solution.

Sam holds a Bachelor’s degree in Accounting, a Chartered Accountant background (CPA equivalent) and a MBA in Finance. His work ethic and his natural intellect make Sam the ideal leader for CLOUDIT as we continue to make a difference to the accountants world and practising CPAs across North America. When he’s off the clock, he loves listening to music and indulges in the pleasures of reading books.