Improve Cash Flow & Reduce Revenue Leakage.
Capture the income you’ve earned, get paid faster, and gain real-time visibility into your firm’s financial health — all in one place.
30-minute personalized walkthrough · no obligation
- All-in-one platform
- Secure by design
- Built for accounting & tax firms

The Challenge
Revenue Leakage Happens.
Even high-performing firms lose income due to manual processes, delayed billing, and lack of visibility.
Delayed Invoicing
Time slips through the cracks when billing is manual or inconsistent.
Outstanding Balances
Unpaid invoices tie up cash flow and create unnecessary follow-up work.
Limited Visibility
It’s hard to know what’s billed, what’s paid, and what’s at risk in real time.
Missed Opportunities
Uncaptured time, unbilled services, and forgotten follow-ups can lead to revenue loss.
Find Your Focus
How Much Revenue Could You Be Missing?
Answer 5 quick questions and we’ll show you where revenue leakage may be happening in your firm — and how to fix it.
How often do you find unbilled time at the end of the month?
The Solution
Get Paid for the Work You Do.
Cloudbase gives you the tools to track time, streamline billing, and keep your cash flow healthy.
Track
Capture all billable time and services.
Invoice
Create and send professional invoices in seconds.
Get Paid
Accept online payments and track collections.
Monitor
Gain real-time visibility into your firm’s financial performance.
Grow
Reduce leakage and reinvest in your team, technology, and clients.
Products That Power This Solution
Combine the right Cloudbase products to improve cash flow and reduce revenue leakage.
Time, Billing & Payments
Track time, create invoices, accept payments, and reconcile with ease.
Learn More about Time, Billing & PaymentsRevenue Intelligence
Identify unbilled work and spot new revenue opportunities.
Learn More about Revenue IntelligenceDocument Management
Keep engagement details, contracts, and billing records in one place.
Learn More about Document ManagementClient Workspace & Portal
Give clients a secure, modern portal to view invoices, make payments, and stay informed.
Learn More about Client Workspace & Portal
See the Impact
Healthier Cash Flow. A Stronger, More Profitable Firm.
See how improving billing and collections can positively impact your firm.
in billable time that may go unbilled each year.
Capturing 4 of those hours a week would add $28,800 in annual revenue.
Based only on your inputs — not a guarantee.
Industry Insights
Real Data. Real Opportunity.
Explore the latest articles, research and insights on firm profitability and revenue optimization.
Perspectives from the Profession: Why Cash Flow, DSO and Collections Discipline Are Leadership Issues
Read Article (opens in a new tab)Reduce billing disputes to accelerate cash flow
Read Article (opens in a new tab)How the Best-Run Accounting Firms Measure Performance (Hint: It’s Not Just About Revenue)
Read Article (opens in a new tab)
More Revenue for What Matters.
See how Cloudbase can help you capture more income and grow a stronger firm.
30-minute personalized walkthrough · no obligation