Overview
Reimagining Practice Management for the Modern Firm
Firms today are under pressure to do more with less—streamline operations, retain talent, and keep up with increasing client expectations. Kloud Connect helps firms rise to the challenge by connecting data, people, and processes through one powerful platform.
Kloud Connect is a cloud-based practice management platform built for progressive, mid-tier, and larger accounting firms looking to move beyond fragmented systems and legacy processes.
Our platform supports multi-entity structures, enables divisional reporting, and allows firms to customise modules based on their operating model. With enterprise-grade capabilities, it is designed to meet the demands of growing teams and increasingly complex workflows.
Unified Client Management
- Maintain a single source of truth with comprehensive client profiles, dashboards, and activity tracking.
- Centralise client data and sync it across the broader tech environment, improving data integrity, reducing duplication, and streamlining team collaboration.
Workflows and Resource Planning
- Create, assign, and manage jobs and tasks with clarity.
- Managers can view work progress, monitor team capacity, and proactively reallocate resources.
- Increase project visibility, reduce bottlenecks, and improve team efficiency.
Time, WIP and Billing—Made for Accountants
- Manage timesheets, track billable hours, and generate recurring or ad-hoc invoices with greater accuracy.
- Sophisticated WIP controls for visibility into write-ups/offs and job profitability.
- Billing workflows to ensure timely, consistent invoicing, supporting both fixed-fee and time-based billing models.
Data, Insights and Reporting
- Real-time dashboards and customisable reporting that enables access to critical information at your fingertips.
- Understand how your teams, jobs, and clients are performing, and make better decisions, faster.
- Monitor key operational metrics like staff capacity, aged WIP, and client trends with ease.
Built on Microsoft Azure
Kloud Connect leverages Microsoft Azure's scalability, security, and automation capabilities. This ensures your data is protected to the highest standards while providing the flexibility and performance modern firms require.
With a strong development roadmap, regular updates, and a focus on continuous improvement, Kloud Connect evolves as your firm does
Kloud Connect + Xero
Built for Firms Using Xero Tax, Xero Ledger, and Xero Practice Manager (XPM)
This integration creates a unified system for managing clients, WIP, billing, and compliance, while keeping Xero at the core of accounting.
It is designed for practices with complex workflows and large client bases, helping them reduce manual processes, eliminate duplication, and maintain consistency across all systems.
Key Capabilities and Features:
Bidirectional Sync with Xero Practice Manager
Kloud Connect now offers full bidirectional synchronisation with Xero Practice Manager. Critical client data stays current across both systems, eliminating the need for duplicate updates. When a client is created in Kloud Connect, it is automatically mirrored in XPM.
Exception Monitoring
Changes made directly in XPM are flagged within Kloud Connect, allowing firms to review and update information where necessary, ensuring data remains accurate and consistent.
Multi-Instance Connectivity
Firms can connect multiple instances of Xero Practice Manager and Xero Blue to Kloud Connect, offering the flexibility to manage multi-entity structures across regions, teams, or service lines.
Automated Journal Updates
As firms close their WIP periods in Kloud Connect, related journal entries are updated automatically, removing the need for manual adjustments and ensuring that financial records are aligned in real time.
Single Source of Truth for Client Records
With client data syncing between systems, firms gain a unified client record across Kloud Connect and Xero. This reduces the risk of data entry errors, supports better collaboration between teams, and simplifies compliance processes.
Smooth Compliance Workflow
The integration streamlines how firms prepare, review, and submit compliance tasks by linking operational data in Kloud Connect with Xero Tax and Ledger. This reduces rework, accelerates reviews, and meets key compliance dates.
Scalability for Larger Firms
Designed for medium and large firms, the integration supports complex structures, high-volume workflows, and enterprise-level reporting. It provides the control and clarity needed to scale operations without introducing complexity.
Extended Practice Management Functionality
Firms continue to use Xero for their core accounting tasks while gaining access to advanced capabilities in Kloud Connect, which include workflow automation, CRM, billing, WIP management, and capacity planning.
Implementation Support
Kloud Connect provides structured onboarding and integration support to ensure a smooth transition. This includes data migration, system configuration, and user training—minimising disruption and helping teams realise value quickly.
Getting started
Ready to explore how Kloud Connect can support your firm’s growth? Our experienced sales team will lead you through a free consultation call and demo. We’ll take the time to understand your workflows, pain points, and requirements to tailor the right solution for your practice.
Once you’re on board, our team provides dedicated implementation support—including data migration, configuration, and onboarding—to ensure a smooth transition and long-term success.
Get started by booking your consultation call through the link below.
