Did you know that over 20% of SMSF funds are audited using SMSF Auditomation by Cloudoffis? Each month, more auditors join the Cloudoffis community. However, many tell us that managing process changes and upskilling their team on new systems has been a barrier to making the move earlier.
Given the volume of new customers we onboard each month, we have evolved our onboarding program to ensure a smooth transition for everyone.
Onboarding Without the Headaches
Our industry-leading onboarding program supports your entire team to upskill and adopt Auditomation or SMSF Sorted by Cloudoffis seamlessly.
However, what surprises our new customers the most is our comprehensive onboarding program for their accounting clients. In the last two months alone, we have onboarded over 30 accounting firms on behalf of our new customers.
Our service stands out because we have a dedicated account management team that works with you from before you become a customer, all the way through your Cloudoffis journey. From day one, we understand your investment goals in Cloudoffis and tailor our support to help you achieve them. Our team comprises industry experts who are committed to your success and speak your language.
Over time, we have also invested in our program to support the transition of files from new clients’ existing platforms and processes, ensuring historic records are uploaded and securely stored on Cloudoffis with ease. Whether you’re using Excel and email or another platform, our dedicated onboarding team makes the data transition a breeze.
Don’t Let Change Be a Barrier to a Better Way of Working
If you have been hesitant about how process change will affect your team’s productivity or morale, we encourage you to get in touch to discuss your concerns. You’re not alone. The good news is many clients before you have done it and only seen upside.
View our most recent customer testimonials.