Welcome to the Cloud Practice Accounting FAQs page, where you can find immediate answers to your most pressing questions about our cloud-based, Software-as-a-Service solution for accountants. Can't find what you are looking for? Contact us today to speak with a member of our customer service team.

What is Cloud Practice Accounting?

Cloud Practice Accounting is an Accounting Firm Practice Management enterprise solution.

What is Cloud CRM?

Cloud-based CRM, otherwise known as Software-as-a-Service (SaaS), is an online CRM requiring no extra server software, maintenance, or capital costs. 

Does Cloud Practice Accounting Work for Multiple Businesses?

Yes, with Cloud Practice's enterprise structure, multiple companies can be run from the same platform, with customized and individualized services and methodologies to meet the demands of multiple businesses.  

Does Cloud Practice offer the ability to set up any kind of business process for my business?

Yes, Cloud Practice can respond to make supported customization to fit the needs of any business structure or methodology. 

Can I customize the CRM dashboard?

Frequently asked questions (FAQ) or Questions and Answers (Q&A), are listed questions and answers, all supposed to be commonly asked in some context, and pertaining to a particular topic.

Does Cloud Practice Accounting integrate with accounting software?

Yes. Our accounting practice management platform currently integrates with the online accounting software system Xero. Future releases will include integration with QuickBooks.

Does Your SaaS create accounting letters of engagement?

Yes, one of Cloud Practice Accounting's primary features is the ability to create engagement letters directly from your client quote! 

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