# Industries - Professional Services

> CloudFiles helps accounting, consulting, & staffing firms automate document workflows, track contracts, and securely manage sensitive data.

## 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.

[Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-professional-services-hero)

*Loved and trusted*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

*Automate Proposals, Secure Client Data & Streamline Complian*

## 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.

## Stay industry compliant.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## 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....

[Learn More](http://cloudfiles.io/salesforce/industries/legal-services)

## 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.

> "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 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**

## Book Your Personalized Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-professional-services-footer)
