Public accountants work on documents today, provide documents to clients tomorrow and depend on documents in 20 years. There is a mystery surrounding this process… How are documents handled? Where are files and documents located? and When are documents published to an immutable format?
ClientDocs clarifies the How, Where, and When of client document management, while acknowledging that only the professional knows what needs to be done and who needs to do it.
ClientDocs integrates industry specific tools, rules and disciplines to increase the efficiency, productivity and wealth of Public Accounting firms.
At BAI Bragonier & Associates Inc, we have honed and evolved our expert-level knowledge to address the unique skill combinations required to fully embrace the complex, interconnected operating model that makes up this tight vertical marketplace.
After 20-plus years in business, BAI Bragonier & Associates Inc is uniquely positioned to present to you the best practices we have developed and observed at hundreds of firms. In the last twelve years, we have focused specifically on best practices around the integrated workflow processes that surround client document preparation and archival.
We are authorized trainers, consultants and implementation specialists for two of the leading software suites available to our accounting world: CaseWare and Doc.It . At the same time, we have always maintained a best-of-breed approach to the efficiency tools available to our profession.
BAI Bragonier & Associates Inc is an authorized trainer for CaseWare International. We offer courses which are held throughout the year in central Ontario.
All courses are hands-on and class size rarely exceeds 12 participants!
If you prefer, training can be hosted by you either on-site at your offices or at a separate location.
BAI Solutions Inc has the expertise to simplify and integrate the many technologies Public Accountants use each day.
Your firm can relax with easy all-encompassing per-team member pricing – easy cash flow, easy budgeting, and great expert service!
