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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

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

 

  • "BAI has allowed us to implement a more consistent document management paperless process across ALL our offices. So, again, consistency, ease of getting to client information, and the fact that it’s all in one file."

    Murray Bye, Chief Executive Officer, MacKay LLP

  • I’m sitting in Palm Springs right now and I’m dealing with client files and reviewing financial statements and working papers. I can do this because I’m entirely digital. It doesn’t matter where in the world I am, I can always look at that complete package, correspond with my clients, share information with my partners – all as if I were at my office desk. The only difference is that it’s not 25-below outside. Life is tough but technology has made it bearable.

    Barry Frank, Partner, Hergott, Duval, Stack LLP

  • 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
View All Success Stories
 

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