Revenue is seasonal. Clients only think of you at tax time. Expanding services seems complicated. BizDoc lets you offer monthly financial insights with zero manual effort — creating year-round value.
Specific workflows designed for tax firms.
Generate comprehensive CFO reports in 30 seconds. No manual data pulling or spreadsheet work.
Embeddable widget turns your website into a lead generation machine. Prospects connect QuickBooks, you get the lead.
Reports display your firm name, logo, and contact info. They look like your proprietary analysis.
Use financial insights to start strategic conversations and justify premium advisory fees.
Serve more clients without adding headcount. Automation handles the repetitive work.
Bank-level encryption, read-only access, SOC 2 compliant. Your clients' data is protected.
Revenue is seasonal. Clients only think of you at tax time. Expanding services seems complicated.
This is the reality for many firms. Growth feels hard because every new client adds to your workload linearly. There's no leverage in the traditional model.
BizDoc lets you offer monthly financial insights with zero manual effort — creating year-round value.