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.
What is a client portal?
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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How can I use a client portal?
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.
How secure are your client portals?
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.
Does CLOUDIT App include project management?
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!)
Does CLOUDIT App include project management?
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!)
Will your client portal upstage my brand?
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!
What distinguishes CLOUDIT from other service providers?
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.
Can you list the various sectors CLOUDIT has experience with?
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.
In which regions or states is CLOUDIT operational?
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.
Where are CLOUDIT's headquarters?
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.
Can CLOUDIT provide testimonials or references from past clients?
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.
Can you describe the structure of CLOUDIT's service agreements?
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.
How does CLOUDIT determine its pricing?
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.
Are there any additional charges beyond the standard service package at CLOUDIT?
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.
Will CLOUDIT assign a specific individual or team to manage my account?
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.
What range of accounting and bookkeeping services does CLOUDIT offer, particularly for startups?
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.
Can CLOUDIT assist with financial projections and budgeting for an expanding startup?
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.
Does CLOUDIT have expertise in syncing accounting software with other business tools?
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.
What is the typical duration for the onboarding process with CLOUDIT?
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.
When will I be introduced to my dedicated account manager?
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.
What is required from me as a client during onboarding?
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?
- 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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