CloudFiles for Professional Services: Automate, Secure & Streamline Workflows

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.

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by companies across industries — from finance, real estate to healthcare.

Why CloudFiles for Professional Services?

Automate Proposals, Secure Client Data & Streamline Compliance Effortlessly

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.

Always.

Certified, verified, and tailored for Professional Services industry. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.

Trust Portal

Tailored for Every Professional Services Sector

Custom Solutions for Accounting, Consulting & Staffing Firms

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.

Consulting & Advisory

Generate and manage client proposals, contracts, and project reports. Streamline approvals and collaboration with AI-powered workflows. Keep engagement documents organized and accessible across teams

Staffing & Recruitment

Automate onboarding documents, resumes, and compliance paperwork. Securely manage client and candidate contracts with e-signatures. Track hiring documents and approvals with full audit trails.

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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