CloudSway is about Financial Project Management, we are the complement to your accounting package, no matter what that accounting package might be. You can monitor any number of clients financial health through a comprehensive dashboard that lets you track, cash, debt, documents, tasks and notifications.
Through CloudSway you and your clients can share financial data and documents. Each can assign tasks to the other, the days of the missing email and ignored phone calls are gone. Assign your team members individual clients, removing the hassle of an administrator parsing data every day.
Your clients feel secure, because the financial data they share is read only, which means each of you can comment, create tasks, or request information, without the ability to transfer funds.
Through CloudSway, your dashboard is free. Below is a breakdown of the benefits you will receive by partnering with us. You are welcome to hot the big orange button to contact us for more information.
We do not charge you for your dashboard. Plus, your pricing to your clients is also reduced, providing true value to your firm and your clients.
You can provide high touch to not only local clients but distant ones as well. With CloudSway we monitor your financial alerts and inform you of changes, so you can provide the same great service to someone 5 miles away or 500 miles away.
Our team will work with you until you have achieved true comfort with the CloudSway platform.
CloudSway automates many of the tasks that an assistant was required to perform. Now you can spend more time working with your team, bringing on more clients, and leave most of the administrative tasks to us.
We are here when you need us, for yourself, your firm or your client.