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According to a survey by CPA.com and AICPA, CAS practitioners rank tax practices as their top lead source.
How can you work with tax practitioners to grow CAS (and your firm’s revenue)? Start by helping them understand how BILL Spend & Expense can make tax season easier.
How BILL’s card-based spend management solution works for your clients
Start with cards
Your clients’ employees are issued BILL Divvy Cards1, which are attached to budgets and enforce spending guidelines based on merchant, budget, and amount. They can have as many physical or virtual cards as needed at no charge. If a purchase exceeds a budget or is unauthorized, the charge will not go through.
Automatic data capture
Transactions can be precoded, so each expense is properly categorized. Your clients’ employees are prompted to upload receipts when they use the card.
View in real time
Your client can see expense charges in realtime on the spend management software dashboard, along with budget information, documentation, credit lines, and balances. As a result, spend information, supporting documentation, and payments are digitized, organized, and audit-ready.
Track and record
Spend is associated with budgets and tracked. The BILL Spend & Expense software syncs with accounting systems by mapping your full chart of accounts.
How BILL Spend & Expense makes it easier for tax practices
BILL Spend & Expense provides the tax preparer with expense management information, including expenses, codes, and receipts.
Benefits for the entire accounting firm
Tax practices
Start tax season with organized, properly documented expense management payments.
For the firm
Build stronger client relationships with year round services. Generate more fees by cross-selling.
CAS Practices
Add more CAS clients.
1See respective offers or terms. Card issued by Cross River Bank, Member FDIC.
