Accounting and tax firms
Examine the roles, handovers and work behind a weekly portfolio meeting.
Accounting and tax firmsSolutions
Start with your firm, your client and the work to coordinate.
The right path depends on the question in front of you: team organization, an international engagement, bilingual communication or a review deliverable for group finance.
The short answer
TAXFINAI solutions organize the product around professional situations. US accounting and tax firms use the firm workflow path; international engagements use the foreign-owned US company path. French-American firms and CPA firms serving French-speaking clients have distinct coordination needs. Group finance teams can examine the review evidence and deliverables their accounting firm prepares.
Organize the firm before the next handover.
For a US accounting and tax firm, start with responsibilities across tax preparation, close review and management. The firm workflow page follows a portfolio meeting, two sample engagements and the decisions that move them forward.
International engagements
See the tax and review work around foreign-owned US companies, intercompany balances and currencies.
InternationalChoose the bilingual situation that matches your team.
A firm working across France and the US coordinates two professional teams and their deliverables. A US CPA firm with French-speaking clients starts from its US process and needs clear explanations in the client's language. These situations deserve different examples.
French-American firms
Connect US tax work, QuickBooks review and the handover between bilingual professionals.
French-American accounting firmsCPA firms serving French-speaking clients
Keep US tax terminology precise while making the next client action understandable.
CPA firms with French-speaking clientsConnect this method to your workflow.Request a demo
Understand the reporting handover to group finance.
A finance director looks for supported balances, explained differences and an understandable close file. The US subsidiary page shows the review work prepared by the firm and the information useful to the group. Start here when your question concerns the deliverable you will receive.
US subsidiaries of French groups
Read the expected workpaper, intercompany evidence and reporting handover.
Accounting review for US subsidiaries of French groupsChoose the question before choosing the feature.
For an unclear return status, follow the tax season method. For an estimated payment position, follow the baseline workflow. For the evidence behind a balance, follow Close Review. The features overview brings those paths together without requiring you to read every product page.
Explore features
Find the detailed workflow for the task you are evaluating.
Features overviewBring your situation to the discussion.
Describe your role, the clients you work with and the first handover you would like to improve. A demonstration on sample data can focus on the same sort of engagement and show the people, evidence and decisions involved.
The solution pages are examples of professional situations, not separate products. Tax Workflow and Close Review remain the two workspaces. We can examine one or both according to your team's needs.
Common questions
Which path should a US firm read first?
Accounting and tax firms, for organization and responsibilities. Then use the feature pages to examine the specific workflow that needs attention.
Where should group finance start?
The US subsidiaries of French groups page explains the review evidence and deliverables prepared by the accounting firm. It is written for the recipient of the reporting handover.
Are these different editions of TAXFINAI?
They are different professional situations using the same two workspaces. The pages help you select a relevant demonstration and understand the work in your context.
Let’s talk about your firm
A conversation about the way you work.
Tell us who you are, what interests you and what you want to organize. A few details are enough to start.
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