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CLOUDIT FAQ

Your questions about CLOUDIT all answered here.
 

Frequently asked questions

Common Questions, Expert Answers
If you do not find the information you’re searching for below, don’t hesitate to contact our team directly.
A Client (or Customer) portal is a cloud-based gateway to a collection of digital files, services, and information, accessible over the Internet on a desktop and/or mobile device. Portals are most prevalently used to exchange private messages, manage clients (with an integrated CRM solution), share and download big files, and create custom customer journeys to increase retention and reduce churn rates.

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Manually sending every email & responding to each client request gets the job done, but it often proves difficult and time-consuming. That’s why we built the CLOUDIT App. The best way to ensure an excellent client experience is by using a client portal, designed from the ground up to give you unmatched flexibility and an extremely professional appearance. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development.

We follow all the best practices to make sure your files are safe all the time.

Our team backs up the entire platform multiple times per day. We have a strong process in place to take care of all hiccups (big and small) and our average response time is less than 10 hours.

Not only is our client portal is safe to use, but it’s also HIPAA compliant.

This means you can use the tool even if you are a doctor and need to share private information with your patients, or an accountant who needs to update their terms, or send clients their self-assessment for the year.

Yes, but it’s so much more! The CLOUDIT App is an All-in-One Business Suite, which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs. One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform.

Your clients will be able track activity and be updated on their projects, but you can use this client portal to do a lot more than just that!

For example, they will be able to:

  • Upload files and see shared resources (DropBox-style)
  • Send you private messages (goodbye emails)
  • Sign documents (who said we need Hellosign?)
  • Pay invoices (all major gateways supported, 0% fee on our side for all plans)
  • See custom pages (yup, like a membership portal!)
Yes, but it’s so much more! The CLOUDIT App is an All-in-One Business Suite, which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs. One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform.

Your clients will be able track activity and be updated on their projects, but you can use this client portal to do a lot more than just that!

For example, they will be able to:

  • Upload files and see shared resources (DropBox-style)
  • Send you private messages (goodbye emails)
  • Sign documents (who said we need Hellosign?)
  • Pay invoices (all major gateways supported, 0% fee on our side for all plans)
  • See custom pages (yup, like a membership portal!)
No, it won’t. In fact, when you take the steps to fully White Label your account, your clients will never see anything that refers to the CLOUDIT App.

Our solution is completely white label, even on our least expensive plan. Everything your clients experience in your client portal will be using your logo and branding. We also include a White Label Mobile App with your branding for free!

CLOUDIT stands out for its innovative approach to cloud-based solutions, exceptional customer service, and a deep understanding of the evolving needs of modern businesses. Our unique combination of expertise and dedication to staying ahead of technological trends sets us apart.
CLOUDIT has worked across a diverse range of industries including finance, and accounting. Our breadth of experience allows us to tailor solutions that meet the specific challenges and opportunities of each sector.
CLOUDIT operates across numerous states in the U.S., providing cloud-based solutions nationwide. Our digital infrastructure enables us to serve clients effectively, regardless of their location.
CLOUDIT is headquartered in New York, NY, where we coordinate our national operations and manage our network of cloud services with our back-office in Gurugram (National Capital Region), India.
Absolutely! We are proud of our collaborations and the positive impact we’ve had on our clients’ businesses. Testimonials from our satisfied customers can be found on our website, and additional references are available upon request.
At CLOUDIT, our service agreements are designed with flexibility and clarity in mind. We offer various contract structures to suit different business needs, including monthly, quarterly, and annual plans. Each contract outlines the services provided, the terms of engagement, and any other specific client requirements, ensuring transparency and mutual understanding.
Pricing at CLOUDIT is determined based on the type of service, the scale of the project, and the specific needs of the client. We strive to offer competitive pricing that reflects the value and quality of our services. Our team works with each client to understand their requirements and provide a transparent, tailored pricing proposal.
CLOUDIT maintains a transparent pricing model with no hidden fees. The standard service package covers most client needs. However, specialized services or additional requests beyond the agreed-upon package may incur additional charges, which will always be communicated and agreed upon beforehand.
Yes, CLOUDIT ensures that each client is paired with a dedicated account manager or a team of specialists. This approach ensures personalized service, with a deep understanding of your specific needs and business dynamics.
CLOUDIT offers a comprehensive suite of accounting and bookkeeping services tailored for startups. This includes, but is not limited to, general ledger maintenance, accounts payable and receivable management, financial statement preparation, payroll processing, and tax compliance. Our services are designed to support the dynamic needs of growing startups.
Absolutely. CLOUDIT specializes in providing financial forecasting and budgeting services. Our team works closely with startups to create realistic and scalable financial models, helping them plan effectively for growth and investment.

Yes, CLOUDIT is proficient in integrating various accounting software platforms with other business tools and systems. We ensure seamless data flow and enhanced efficiency, tailoring integrations to suit your specific business environment.

The onboarding process at CLOUDIT typically takes between 0-2 weeks, depending on the complexity and specific needs of your business. We aim to make this process as smooth and efficient as possible.

You will meet your dedicated account manager at the beginning of the onboarding process. They will guide you through each step and remain your primary point of contact thereafter.
During onboarding, we may require certain information and documents from you, such as financial records, business plans, and access to existing accounting systems. Your active participation in initial meetings and discussions will also be essential to tailor our services effectively to your needs.
  • How much time should I expect to dedicate to the onboarding process?
     

    The time required from you during onboarding varies, but we strive to minimize the impact on your schedule. Typically, a few hours spread over the course of the onboarding period should be sufficient for discussions and information-sharing.

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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.