We thrive on making your processes more efficient. That's why we spent years learning exactly where bottlenecks occur in tax preparation — and how to solve them without compromising on quality, transparency, or ease of use.
We saw accountants buried under spreadsheets, copying data between systems, chasing documents through email threads, and spending more time on data entry than on the advisory work they trained for. We knew there had to be a better way.
Cleo was built from the ground up with one goal: to give tax professionals a single, intelligent platform that handles the heavy lifting — so they can focus on what actually matters to their clients.