About Us

BAI is an established, independent boutique firm that provides specialized implementation, training and consultation on document management systems exclusively to the public accounting industry.  Over the last twelve years, we have coached hundreds of firms to becoming paperless offices.

Caseware, TaxPrep/Profile/TaxCycle, Microsoft Office and Doc.It – we are our industry’s go-to experts in the detailed, practical usage of these industry-leading productivity tools.  What sets us apart is our holistic approach and our ability to provide seamless, practical, proven and documented protocol + policy integration of all these productivity tools.

As accredited professionals, we intuitively incorporate into all we do adherence to the high standards set for us by our institutes and by the general public.  We are up-to-date and attentive to all emerging standards that affect the practice’s document workflow processes.

We pride ourselves on our ability to communicate in the language of your diverse team: assurance, tax, consulting, technology, administration, professional standards, template design/maintenance.  Our team members deliver successful business transformation on an ongoing basis one individual at a time using the effective language of your department team members.

Servers, remote access, portable workspace, operating systems and hardware issues – we know what works and how these tools can be effectively incorporated into workable efficiencies now and into the future.