CloudFiles for Professional Services
In professional services, efficiency and accuracy are everything. CloudFiles helps accounting, consulting, and staffing firms automate document workflows, track contracts, and securely manage sensitive data—so teams can focus on delivering results, not paperwork.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
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Why CloudFiles for Professional Services?
Automate Proposals & Contracts
Generate, customize, and track contracts, proposals, and engagement letters effortlessly.
AI-Powered Data Processing
Reduce manual data entry by 80%—extract key details from invoices, audit reports, and compliance documents.
Seamless Collaboration & Approvals
Share and approve documents in real time, ensuring faster decision-making and smoother client interactions.
Secure Document Management & Compliance
Keep confidential client data, financial reports, and contracts protected with enterprise-grade encryption.
Faster Audit & Compliance Workflows
Automate audit trails, track changes, and ensure compliance with industry regulations like SOC 2 and GDPR.
Effortless Integration with External Storage
Connect with SharePoint, Google Drive, and OneDrive to manage documents without disruption.
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Stay Industry compliant.
Tailored for Every Professional Services Sector
Accounting & Finance
- Automate invoicing, tax filings, and financial reporting
- Manage audits with real-time document tracking and version control
- Securely store and share sensitive financial data with encryption and access control
Consulting & Advisory
- Generate and manage client proposals, contracts, and project reports
- Streamline approvals and team collaboration with AI-powered workflows
- Keep engagement documents organized and easily accessible across teams
Staffing & Recruitment
- Automate onboarding documents, resumes, and compliance paperwork
- Securely manage client and candidate contracts with e-signatures
- Track hiring approvals and maintain full audit trails for compliance
Explore CloudFiles for Legal
CloudFiles for Legal helps law firms, corporate legal, and public-sector teams manage the entire document lifecycle - from generating contracts and court filings to securely sharing case files, billing documents, and regulatory records. With document management, generation, and AI, CloudFiles powers litigation & eDiscovery, investigations, compliance, FOIA/DSAR, and more....
Real Solutions, Proven Impact
Discover how Fresh Consulting overcame the challenges of managing sales and service documents throughout the customer lifecycle. By leveraging CloudFiles, the firm implemented a centralized document management system that ensured seamless collaboration, maintained organized folder hierarchies, and improved reporting capabilities.
CloudFiles is a game-changer for Professional Services
But don’t just take it from us.
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4.5/5
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal Talpallikar
Aviva
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy Ahoyo
Atlante
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin Mencias
Mālama Solar
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor Villalobos
The Financial Interior, LLP
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam Ady
Anteriad
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark Salib
BDA Partners
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed Pashkin
Rainforest Alliance
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha Davuluri
W. R. Grace & Co.
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar Chacón
Sagicor Financial Corporation
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