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  • Customer care and support (help) and life insurance concept. Businessman representing company helps (support) customer (client) to overcome an obstacle. Problem solving with smart and simple solutions.
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  • BSI Managed Services

ClientDocs

Comprehensive documented business optimization product focused on how a public accounting firm works with client documents

BAIWay Membership has its privileges

Documentation – on-demand learning – ongoing coaching – community round table discussions

Strategic Guidance

Platform neutral – current and strategic decisions

BAI Coaching Team

CPAs with in-depth knowledge of IT

BSI Managed Services

Simplify and let BAI Solutions Inc integrate the many technologies you use each day

Welcome to BAI

...We make life easier for
engaged accountants!

We invite you to simplify, collaborate, and innovate with BAI

Documentation

ClientDocs clarifies the How, Where and When of client document management and includes full documentation of the policies and protocols to manage your main product – your expert content.

Coaching

We work with your Committee of Champions, consisting of people on your team that represent all functions, to ensure that your needs are met and to secure their ability to lead and support your team.

Learning on Demand

Online, on demand, and on topic…BAIAcademy ClientDocs courses provide hands-on learning during your onboarding process and allow each new team member to quickly get up to speed after you’re working the BAIWay.

Member Community

As a BAIWay Member Firm, you’ll benefit from proactive collaboration and leave behind the disruptive leap frog implementation methodology of going it alone.

 

Success stories

 

  • With all the technology out there, it just doesn’t make sense to stay with paper. We’d just stagnate. You always have to be moving forward; otherwise, you’re not growing … or not growing efficiently. So that’s another reason the BAIWay has value.

    Andrew Au-Young, Manager, Business Development and IT, Dickson, Stojak, Brown

  • It’s human nature to resist change. That was the biggest part of the assistance from BAI – making sense of the process, answering those questions. We felt that if we didn’t have some guidance on processes and protocols to follow, it would have been very hard. So we’re pleased and relieved.

    Peter Winters, Principal, Noseworthy Chapman Chartered Accountants

  • Going forward we’re looking at a minimum of 30% to 50% increased efficiency in terms of staff time. There’s not just an ‘expectation’ of a benefit; we can actually see it happening, going forward.

    Soo-Ling Huang, Senior Manager, Soberman LLP
View All Success Stories
 

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