Industry solution

Accounting, Tax & Audit

Tax season, audit fieldwork and month-end close, run as one practice

Onboarding acquired clients, document collection, review capacity, audit evidence, the monthly close and tax notices on one workspace.

Products
8
Challenges
6
Concepts
15
Talk to us about Accounting & TaxAsk a question
A tax manager reviewing a return on two monitors while a colleague sorts client folders in an accounting firm workroom at dusk
ProServiceWorld(opens ProServiceWorld in a new tab)BrainyRich(opens BrainyRich in a new tab)CrewFoundry(opens CrewFoundry in a new tab)TimeCampus(opens TimeCampus in a new tab)FluidGrids(opens FluidGrids in a new tab)Botlit(opens Botlit in a new tab)BigConsole(opens BigConsole in a new tab)Subscriber Bot(opens Subscriber Bot in a new tab)

The problem

Why accounting, tax and audit work is hard to run today

Accounting teams lose weeks at the seams: unsigned engagement letters, K-1s that arrive after the review slot, a review queue three people deep, audit evidence in email attachments, a close that waits on a spreadsheet and notices found late.

Accounting work is deadline work. A tax practice lives by filing and extension deadlines, an audit team by the report date a client's lender or board expects, and a finance team by the business day its close is due. Between each deadline and the work sit the same obstacles: documents that belong to someone else, reviewers who are the only people allowed to sign off, and evidence that must stay traceable long after the work is done.

Most practices hold it together with a practice management system, tax and audit software, shared drives, email and a great many spreadsheets. Organizers go out and come back incomplete. Investment forms arrive late or corrected. Prepared-by-client (PBC) lists live in one workbook and sample selections in another. Close checklists sit in a spreadsheet one person updates. Notices from tax authorities reach the firm weeks after the date printed on them. Experienced staff are hard to hire, busy season stretches people thin, and client books change hands as practitioners retire.

The answer is not another point tool. It is letting the record move: from a new client's checks to a signed letter, from an arrived form to the return waiting on it, from the review queue to a reviewer with room, from contract to close schedule, and from a client's notice to a dated matter with an owner. This page shows how several Burdenoff products are designed to work together on one workspace to do that. None of it is tax, audit or accounting advice; judgment stays with your professionals.

Who this is for

  • Managing partner of a CPA firm

    Growth through acquired client books without skipped checks, review capacity through busy season, and no client deadline missed anywhere in the firm.

  • Tax partner or tax director

    Returns moving from documents to e-file acceptance by due date, a visible review queue, and extension calls made early with a reason.

  • Audit partner and audit senior

    PBC items and sample evidence that arrive complete and on time, each tied to the request and the test it supports.

  • Director of outsourced accounting services

    Every client's books closed by the same business day, reconciliations reviewed, and variances explained before the client asks.

  • Corporate controller or internal audit lead

    A close checklist that shows what is late, schedules that match the contracts, and control-testing evidence collected without chasing.

  • Firm operations or practice manager

    Engagement letters and authorizations on file before work starts, every client notice logged with an owner, and a team not worn out by April.

A day in the life

The story behind the solution

Ashgrove & Tull in the first week of March

It is the first week of March at Ashgrove & Tull. Partnership and S corporation returns are due in two weeks, a manufacturing client's year-end audit is in its second week of fieldwork, and the outsourced accounting team is closing February for thirty-eight clients. Marcus Oyelaran, the managing partner, still carries a client book of his own and chairs Friday's partner meeting. This is how his week goes, and how it could go with the firm's work running on connected tools.

  1. Monday, 8:15 a.m.

    Work that started before the letter was signed

    In January the firm took on the client book of a retiring sole practitioner. Marcus learns that eleven of those clients still have no signed engagement letter, yet preparers have already started two of their returns. One of the two came over without last year's return, so nobody knows about the capital loss the client carried forward. Another new client turns out to be the former spouse of a long-standing client, which nobody caught at intake.

    How this is solved: A retiring practitioner's clients, taken on mid-season

  2. Monday, 2:30 p.m.

    A K-1 nobody knew to expect

    A reviewer opens the Lindqvist household's return, prepared from the documents on file, and finds a private real estate fund on the brokerage statement. The family's wealth advisor tracks every account they hold, the fund included, but nobody at the firm knew it existed, so nobody asked for its K-1. Two other households' consolidated 1099s were corrected after their returns were finished. The month's extension list is being built from memory in the hallway.

    How this is solved: K-1s and corrected 1099s that decide the extension list

  3. Tuesday, 7:40 p.m.

    Three reviewers, one hundred and forty returns

    Marcus stays late and counts: 140 returns are prepared and waiting for review, and only three people in the firm sign off on partnership returns. Two junior preparers have nothing ready to work on, while the tax director has worked every weekend since February. There is no single place to see which returns are due first, which await the client's e-file authorization, or who else could take a review.

    How this is solved: A review queue three people deep before the deadline

  4. Wednesday, 10:00 a.m.

    Sample 17 of 25

    At the manufacturing client, the audit senior is testing purchases: twenty-five invoices sampled, each needing a purchase order, receiving report and proof of payment. The client's controller forwards a zip file and says she already sent half of it to another associate. Nobody can say which samples are still open. The PBC list is a workbook on one laptop, and the evidence is spread across three inboxes.

    How this is solved: Audit evidence that arrives as one zip file

  5. Thursday, 4:45 p.m.

    Business day four, and the variance review has not started

    It is the fourth business day of the February close. Bank reconciliations are done for most clients, but the variance review has not started for the largest, a software company whose software expense fell sharply. A staff accountant eventually finds that an annual contract renewed in January at a higher price, and the prepaid schedule, still built on the old contract, stopped amortizing when the old term ended.

    How this is solved: A month-end close held up by schedules and unexplained variances

  6. Friday, 11:30 a.m.

    A notice dated three weeks ago

    Between agenda items at the partner meeting, Marcus takes a call from a longtime client, Teresa Castellano. She has just found a federal notice in a pile of mail, proposing more tax on brokerage income reported on a corrected 1099 the firm never saw. The notice is dated three weeks ago, and the reply date printed on it is next Thursday. There is no current power of attorney on file for her, and two state notices for other clients sit in the inbox of a manager who left in January.

    How this is solved: Tax notices that surface weeks after their date

None of this is unusual. It is the ordinary friction of a firm that runs on deadlines and on other people's paperwork. With onboarding, document tracking, review capacity, evidence, the close and client notices on one workspace, most of the week's surprises could be caught on Monday, and Marcus's Friday meeting could start from a picture everyone trusts.

Challenges and how they are solved

6 problems, several products, one connected answer

Each challenge shows the problem as it happens, how the products are designed to hand work to each other, and the concepts that illustrate it. Share any challenge on its own.

Answers are in plain business terms. Choose Technical, or open any technical detail, to see how it works under the hood.

Challenge 1 of 6

A retiring practitioner's clients, taken on mid-season

ProServiceWorld(opens ProServiceWorld in a new tab)FluidGrids(opens FluidGrids in a new tab)

The problem

Taking on a retiring practitioner's book is a common way for a firm to grow, and those clients tend to arrive all at once, between December and February. Each one needs the checks any new client needs: a relationship search against existing clients, spouses and related entities, an acceptance review and, for attest work, independence. A transfer adds its own list: a signed engagement letter with the new firm, a current power of attorney or tax information authorization (Form 2848 or 8821), prior-year returns, and the carryforward and depreciation schedules the next return depends on. The seller's records arrive as a spreadsheet and boxes of files, so returns get started before letters come back and without last year's carryovers.

What it costs

Work started without a signed letter leaves scope and fees undefined, a missed relationship check is a professional-conduct risk, and a return prepared without last year's carryforwards can be wrong before anyone reviews it.

How the products work together

ProServiceWorld is designed to check every client from a retiring practitioner's book against the firm's existing clients, their spouses and related businesses, and to hold the work until acceptance and a signed letter are recorded. FluidGrids then sends each client one form for the authorization, last year's return and carryforward schedules, and tells the manager what is still missing before anyone starts.

How it works — technical detail

Technical detail

ProServiceWorld is designed to take each transferred client through the same intake as any new client, on one record. Its conflict search runs the incoming name, current and former spouses and related entities against existing clients and records each hit as a finding a partner clears or waives. Acceptance and, for attest clients, independence are then recorded as dated gates, and the engagement opens only once the letter is recorded as signed. A FluidGrids run each morning is designed to read each newly accepted client's transition checklist (authorization on file, prior-year returns, carryforward and depreciation schedules) and send the client one hosted form. Each submission is filed against its checklist item in ProServiceWorld, and anything still missing when a preparer is assigned is raised to the manager, so no return starts without the letter, the authorization and last year's carryovers.

The outcome it is designed for

Every transferred client is checked and signed before work starts, and preparers begin with the authorization, last year's return and the carryforwards in hand.

The concepts behind it

Challenge 2 of 6

K-1s and corrected 1099s that decide the extension list

BrainyRich(opens BrainyRich in a new tab)FluidGrids(opens FluidGrids in a new tab)ProServiceWorld(opens ProServiceWorld in a new tab)

The problem

An investment-heavy household's return depends on forms the firm does not control: a consolidated 1099 from each brokerage account, K-1s from partnerships and private funds, 1099-Rs from retirement distributions. Some arrive in February, some in September, and some arrive twice because the issuer corrects them. Preparers work from whatever the client uploaded, so a missing K-1 often surfaces only when a reviewer spots an unfamiliar holding. Corrected forms land after a return is finished. Extension decisions are left to the final week, and clients hear about them after the fact.

What it costs

Returns prepared on incomplete documents come back for rework or amendment, reviewers spend scarce hours finding gaps, and late extension decisions leave clients surprised and short of time to plan.

How the products work together

Where a family or its wealth advisor keeps its accounts in BrainyRich, it is designed to list the investment tax forms the family should expect and mark each one as it arrives or is corrected. With the family's consent, FluidGrids adds that list to their request list in ProServiceWorld each morning, so preparers know a K-1 is coming and extension calls are made early.

How it works — technical detail

Technical detail

Where the household or its wealth advisor keeps its accounts in BrainyRich, BrainyRich is designed to build the list of expected investment tax forms in January: a consolidated 1099 per taxable account, a K-1 for each partnership or fund interest, a 1099-R where a distribution was taken, each with the date it usually arrives. As statements are uploaded, forms are marked received, and a corrected form is linked to the original it replaces. When the household consents to share the list from its own BrainyRich, a FluidGrids run each morning is designed to read it and add new or changed items to the household's ProServiceWorld request list, so the preparer sees the fund's K-1 as expected and outstanding rather than unknown. ProServiceWorld's return board then marks the return as waiting on a named form with its expected date, so the tax manager can decide extensions in early March and explain the reason to the family.

The outcome it is designed for

Preparers start from a complete picture of what is coming, corrected forms reach the right return, and extensions are decided early with the reason on record.

The concepts behind it

Challenge 3 of 6

A review queue three people deep before the deadline

ProServiceWorld(opens ProServiceWorld in a new tab)CrewFoundry(opens CrewFoundry in a new tab)TimeCampus(opens TimeCampus in a new tab)

The problem

Two weeks before the partnership deadline, prepared returns pile up waiting for review, and sign-off authority for partnership and S corporation returns sits with a handful of reviewers. Preparers wait for work while those reviewers work weekends. The status of each return lives in the tax software, a whiteboard and the tax director's head: which are due first, which await the client's e-file authorization, which have review notes open, which were rejected on e-file. When someone asks whether another manager could take some of the S corporation reviews, nobody can say who holds that authority or who has room.

What it costs

Review sets the pace for the whole practice; a hidden queue means late filings, rushed reviews and the same few people exhausted every spring.

How the products work together

ProServiceWorld is designed to show every return on one board by due date and stage, with who is preparing and reviewing it. CrewFoundry is designed to know who may sign off which returns and how busy each reviewer is, and suggests someone with room. TimeCampus warns when the tax team as a whole is working late and weekends, never naming anyone, and the tax director confirms each change.

How it works — technical detail

Technical detail

ProServiceWorld is designed to hold each return on a season board: entity type, due date, stage from awaiting documents to e-file accepted, preparer, reviewer and open review notes. Preparers update the stages, including the e-file acknowledgment from the tax software; the board does not connect to the filing system. The review queue by return type is designed to pass to CrewFoundry, which is designed to hold sign-off authority by return type (partnership, S corporation, individual) as a qualification, alongside each reviewer's booked review hours. TimeCampus's after-hours and weekend share for the tax team is designed to pass to CrewFoundry as a team load warning, never per person. CrewFoundry then proposes a qualified reviewer with room, leaving already-overloaded reviewers out, and the tax director sees the warning beside the suggestion on the board and confirms before anything changes.

The outcome it is designed for

Reviews go to whoever is qualified and free, the returns due first are reviewed first, and busy season is paced by what the team can sustain.

The concepts behind it

ProServiceWorld

Tax Return Pipeline and Due-Date Board

Puts every return on one board by due date and stage, from awaiting documents to e-file accepted, with each reviewer's queue, open review notes and the suggested reassignment.

Works with CrewFoundry, BrainyRich, TimeCampus

Concept pagefor Tax Return Pipeline and Due-Date Board on the ProServiceWorld website (opens in a new tab)

Challenge 4 of 6

Audit evidence that arrives as one zip file

FluidGrids(opens FluidGrids in a new tab)ProServiceWorld(opens ProServiceWorld in a new tab)Botlit(opens Botlit in a new tab)

The problem

During fieldwork, the audit senior selects a sample of transactions for testing, and each item needs several pieces of support: a purchase order, a receiving report, an invoice, proof of payment. Requests go out by email with a spreadsheet attached, beside a prepared-by-client (PBC) list kept in a workbook. Support comes back as zip files of partial evidence, sometimes to a different associate who asked for the same thing. Nobody can say which samples are complete, which lack a receiving report, or which file is the latest. Internal audit teams testing controls each quarter live the same pattern with their own control owners.

What it costs

Fieldwork stretches while staff chase and re-request, the client feels pestered by duplicate asks, and evidence that cannot be tied to its test weakens the file a reviewer or inspector will read.

How the products work together

The audit senior enters the sample in a FluidGrids form, which is designed to send one request per item to the right person at the client through ProServiceWorld's upload room, remind them, and wait for the tester to accept each piece. Botlit explains what each request needs. Accepted evidence is filed in ProServiceWorld against the request and sample number, so everyone can see what is still open.

How it works — technical detail

Technical detail

The senior submits the sample selection through a FluidGrids form, and the workflow is designed to read the matching PBC item from ProServiceWorld and split the selection into one request per sample item, routed to the client owner responsible, such as accounts payable, receiving or treasury. Each request reaches its owner in ProServiceWorld's client upload room, and a Botlit assistant is on hand to explain what the request needs. The workflow waits for each upload, reminds on day three and day seven, and pauses for the tester's approval before an item counts as complete; missing pieces are raised as exceptions for the tester to judge, never closed silently. Accepted evidence is designed to be filed in ProServiceWorld's document register with its request, sample number, classification and version, so the file shows what was asked, what arrived and who accepted it.

The outcome it is designed for

Every sample and PBC item has one status, the client answers each request once, and the audit file ties each piece of evidence to the test it supports.

The concepts behind it

Challenge 5 of 6

A month-end close held up by schedules and unexplained variances

Subscriber Bot(opens Subscriber Bot in a new tab)FluidGrids(opens FluidGrids in a new tab)BigConsole(opens BigConsole in a new tab)Botlit(opens Botlit in a new tab)

The problem

By the middle of the close, most bank reconciliations are done, but the close checklist is a spreadsheet one person updates and nobody else trusts. The variance review, comparing the month with last month and with budget, starts late for the largest clients, and when an account moves for no obvious reason, someone spends an hour tracing it. Often the cause sits in a schedule. Renewals and price changes never reach the prepaid schedule, which lives in yet another spreadsheet, and services used all month with no invoice yet are never accrued because nobody thought to ask.

What it costs

A late or unreliable close delays the reporting owners, lenders and boards rely on; errors found in the variance review cost hours to trace, and errors not found reach the financial statements.

How the products work together

Where a client's contracts are kept in Subscriber Bot, it is designed to work out each month's prepaid expense, catch renewals at a new price and suggest costs to accrue, for the accountant to check and record. FluidGrids gathers those with the close checklist each morning, and BigConsole shows one board of what is late and which changes still need explaining. Botlit answers why a figure moved.

How it works — technical detail

Technical detail

Where a client's recurring contracts are kept in Subscriber Bot, with the invoice and renewal notice attached, it is designed to propose each month's prepaid amortization, flag renewals at a new price that the schedule has not picked up, and flag accrual candidates such as an active service with no invoice this period, for the accountant to accept, edit or reject before posting in their own ledger. A FluidGrids workflow is designed to collect the accepted lines with the close checklist, reconciliation status and trial balance each morning and end in a datasink that feeds BigConsole. BigConsole is designed to show the close by business day across entities or clients, with every variance over the team's threshold listed with its explanation status and source. A controller can ask a Botlit agent why an account moved; Botlit is designed to read the console and answer with the record it cites.

The outcome it is designed for

The close runs from one shared board, schedules follow the contracts they come from, and the variance review starts while there is still time to fix what it finds.

The concepts behind it

Challenge 6 of 6

Tax notices that surface weeks after their date

Botlit(opens Botlit in a new tab)FluidGrids(opens FluidGrids in a new tab)ProServiceWorld(opens ProServiceWorld in a new tab)

The problem

After filing season, notices follow: a federal notice proposing more tax where a return did not match the forms the agency received, a state balance-due letter, a penalty for a missed estimated payment. They reach the firm as a phone photo, a forwarded PDF or a call, often weeks after the date printed on them, and the reply window runs from that date, not from the day the firm sees it. Notices sit in individual inboxes, reply dates live in personal calendars, and nobody can list every open notice across the firm. Before anyone can speak to the tax authority for a client, a current power of attorney has to be on file, and for transferred or long-quiet clients it often is not. Notice work is also often outside the return's engagement letter, so it goes unscoped.

What it costs

A missed reply date can turn a proposed change into a bill, adding penalties and interest and narrowing the ways left to resolve it; unscoped notice work also becomes time nobody bills.

How the products work together

When a client messages about a letter, Botlit is designed to ask for photos of every page, explain what happens next from the firm's own guide, and pass any question about what it means to their preparer. FluidGrids opens the notice in ProServiceWorld for the preparer to confirm the reply date and owner, flags a missing authorization, and reminds the owner each morning until it is answered.

How it works — technical detail

Technical detail

A Botlit assistant on the firm's client messaging channel is designed to take a client's "I got a letter" message, ask for a photo of every page and answer process questions from the firm's own notice guide, with the passage shown; it never interprets the notice and hands any question about its meaning to the preparer. Botlit then starts a FluidGrids workflow with the notice attached, designed to open a notice matter under the client in ProServiceWorld and pause for the preparer to confirm the notice type, reply date and owner. The workflow flags the partner when no current authorization is on file or the work falls outside the engagement letter. A FluidGrids schedule each morning reminds each owner before the reply date and escalates matters with no owner or no draft response a week out, while ProServiceWorld's matters register lists every open notice by date.

The outcome it is designed for

Every notice is logged with a confirmed reply date and an owner on the day it arrives, authorizations are sorted before they are needed, and notice work is scoped before it is done.

The concepts behind it

How it fits together

How a client's year moves through the practice

Follow a household's return, an audit client's evidence requests and an outsourced accounting client's monthly close through the practice. Each step shows one product doing one job and how it is designed to hand the result to the next, so the letter, the documents, the review, the evidence and the close stay one continuous record.

  1. To FluidGrids: What each client still needs to send, with owners and dates

  2. To FluidGrids: The family's list of expected forms, shared with their consent

  3. To ProServiceWorld: What has arrived, what was accepted and what is still missing

  4. To CrewFoundry: The returns waiting for review, by type and due date

  5. To ProServiceWorld: Confirmed changes of reviewer

  6. To FluidGrids: The schedule lines the accountant accepted

  7. To BigConsole: This morning's close figures

Step 1 of 8: Accept the client

How each hand-off works — technical detail

Technical detail

  1. 1. ProServiceWorld — Accept the client: Runs the relationship, acceptance and independence checks, records the signed engagement letter, and opens the engagement with its transition checklist and request list.Hands to FluidGrids: Open request items and each accepted client's transition checklist, with an owner and due date for every item, read by a FluidGrids run each morning.
  2. 2. BrainyRich — List expected forms: Builds each household's list of expected 1099s, K-1s and 1099-Rs from the accounts it holds, and marks arrivals, delays and corrections.Hands to FluidGrids: With the household's consent, the expected-forms list, read by a FluidGrids run each morning.
  3. 3. FluidGrids — Chase and collect: Sends each accepted client's transition form, adds expected forms to request lists each morning, and turns each audit sample into a tracked request with a tester approval step.Hands to ProServiceWorld: Received documents, accepted evidence and the items still missing, filed against each request.
  4. 4. ProServiceWorld — Run the season: Shows every return by due date and stage as preparers update it, and flags returns waiting on a named form for an early extension call.Hands to CrewFoundry: The review queue by return type and due date, with the reviewers already booked.
  5. 5. CrewFoundry — Balance the reviewers: Matches the queue to sign-off authority by return type and booked review hours, weighs TimeCampus's team load warning, and proposes reassignments for the tax director to confirm.Hands to ProServiceWorld: Confirmed reviewer reassignments are designed to update the season board.
  6. 6. Subscriber Bot — Propose close schedules: Proposes the month's prepaid amortization and accrual candidates from the contracts kept in it, flagging renewals at a new price, for an accountant to accept.Hands to FluidGrids: The schedule lines the accountant accepted, each with the contract behind it.
  7. 7. FluidGrids — Collect the close each morning: Gathers the close checklist, reconciliation status, trial balance and accepted schedule lines each morning, and ends the run in a datasink.Hands to BigConsole: The close datasink, refreshed each morning for the close console.
  8. 8. BigConsole — See the close: Shows the close by business day across entities or clients, and every variance over threshold with its explanation and the record behind it.Hands to Botlit: Live console figures a Botlit agent can read to answer controllers' questions.

Products in this solution

What each product brings

  • ProServiceWorld

    Record of clients, returns, evidence and notices

    Built for accounting and tax firms. Client checks, engagement letters, document requests, audit request lists and client notices are designed to sit on one client record, with a board showing every return by due date.

    Technical detail

    Technical detail

    Built for accounting, tax and advisory firms: conflict searches, acceptance and independence gates, engagement letters, request and PBC lists, a document register and a matters register for notices are designed to live on one client record, with a season board for every return.

    Visit ProServiceWorldAll concepts

  • BrainyRich

    Expected investment tax forms for each household

    Where a family or its wealth advisor keeps its accounts in BrainyRich, it is designed to list the investment tax forms the family should receive, mark each as it arrives or is corrected, and share the list with their accountant when the family agrees.

    Technical detail

    Technical detail

    Where a household or its wealth advisor keeps its accounts in BrainyRich, it is designed to list the 1099s, K-1s and 1099-Rs the household should expect, mark arrivals and corrections, and share the list with the family's accounting firm only with the household's consent.

    Visit BrainyRichAll concepts

  • CrewFoundry

    Reviewer sign-off authority and capacity

    Is designed to know who may sign off which returns and how busy each person is, and to suggest who could take extra reviews, for the tax director to confirm.

    Technical detail

    Technical detail

    Is designed to hold each person's sign-off authority by return type as a qualification, alongside booked review hours, and to rank who could take a review with room, weighing the tax team's load warning, for the tax director to confirm before anything changes.

    Visit CrewFoundryAll concepts

  • TimeCampus

    Privacy-first view of team load

    Is designed to show when the tax team as a whole is working late and weekends, as a group total, and to warn CrewFoundry, never watching or naming individuals.

    Technical detail

    Technical detail

    Is designed to build each person's own timeline from the tools they already use, with no screenshots or keystroke logging, and to show the tax team's after-hours and weekend share only in aggregate, passing CrewFoundry a team load warning, never figures for one person.

    Visit TimeCampusAll concepts

  • FluidGrids

    Transition forms, reminders, evidence requests and hand-offs

    Designed to handle the chasing and passing along: one form for each new client, one request per audit sample with a sign-off step, notice reminders, and each morning's close figures sent to BigConsole.

    Technical detail

    Technical detail

    Designed to run the forms, schedules and hand-offs between products: one transition form per accepted client, one request per audit sample with an approval step, notice reminders, and morning workflows ending in datasinks that feed BigConsole.

    Visit FluidGridsAll concepts

  • Botlit

    Answers for clients and controllers, from your sources

    Its assistants are designed to answer clients' questions about a letter they received from the firm's own guide, show where each answer came from, pass anything about its meaning to a preparer, and answer a controller's questions from BigConsole's boards.

    Technical detail

    Technical detail

    Governed agents are designed to answer clients' questions about sending in a notice from the firm's own guide with citations, hand anything about a notice's meaning to a preparer, start the notice workflow, and answer a controller's questions by reading BigConsole consoles.

    Visit BotlitAll concepts

  • BigConsole

    Close and variance consoles

    Designed to show live boards for the monthly close and the changes that still need explaining, across clients or companies, with the record behind every figure one click away.

    Technical detail

    Technical detail

    Designed to turn FluidGrids datasinks into consoles for the close by business day and for variances with their explanations and sources, across entities or clients, with drill-down to the record behind each figure.

    Visit BigConsoleAll concepts

  • Subscriber Bot

    Contracts behind prepaid and accrual schedules

    Is designed to hold each recurring contract with its term, price and renewal date, and to suggest each month's prepaid expense and costs to accrue, for an accountant to check before recording them in the books.

    Technical detail

    Technical detail

    Is designed to hold each recurring contract with its term, price and renewal date, and to propose monthly prepaid amortization, flag renewals at a new price and suggest accrual candidates for an accountant to review before posting in the ledger.

    Visit Subscriber BotAll concepts

One platform underneath: Burdenoff Workspaces

Every product runs on Burdenoff Workspaces: one sign-on across the firm's tax, audit and outsourced accounting teams, role-based access designed to keep each client's documents and fees with the people on the engagement, one audit trail of approvals and changes, and one bill.

Concept gallery

Every concept in this solution

15 concepts from 8 products. Each one links to its own page on the product's website, and every view has a link you can share.

Pitch kit

The Accounting & Tax solution in one minute

Accounting, tax and audit work runs on deadlines and on paperwork the firm does not control. Burdenoff brings together ProServiceWorld for clients, engagements, returns and notices, BrainyRich for expected investment tax forms, CrewFoundry and TimeCampus for review capacity, FluidGrids for forms, reminders and evidence requests, Subscriber Bot for contract-based close schedules, and BigConsole and Botlit for the close and the questions around it, on one workspace.

  • Designed so work starts only after the relationship check and a signed letter, with each transferred client's authorization and carryforwards in hand
  • Designed to list each household's expected K-1s and 1099s, so preparers know what is coming and extensions are decided early
  • Designed to put every return on one board by due date and stage, with reviews moved to people allowed to sign them who have room
  • Designed to turn each audit sample into one tracked request, with reminders, uploads and the tester's sign-off on one record
  • Designed to give the close one shared board with contract-based schedules, and every client notice a confirmed reply date and owner
Email it

Questions

Frequently asked

Is this available today?

No. The products are at different stages, from not yet launched to available, and the accounting pieces here are designs. Some hand-offs are already part of their design, such as FluidGrids passing figures to BigConsole; others, such as BrainyRich sharing expected tax forms with ProServiceWorld, are planned. Talk to us about early access.

Technical detail

Technical detail

Not as a whole. The products are at different stages, from pre-launch to generally available, and the accounting-specific pieces on this page (the tax season board, the expected-forms tracker, the evidence workflow, the close console and the prepaid schedule) are designs. Some hand-offs are part of the products' design today, such as FluidGrids datasinks feeding BigConsole and Botlit agents reading dashboards and starting workflows. Others, such as BrainyRich sharing expected forms with ProServiceWorld or CrewFoundry proposing reviewers, describe how the products are intended to connect. Talk to us about early access.

Does any of this give tax, audit or accounting advice?

No. The products keep track of work, documents, deadlines and figures. Botlit passes any question about what a tax notice means to a preparer, Subscriber Bot only suggests schedule lines for an accountant to check, and decisions on returns, notices, audit evidence and the books stay with your professionals.

Technical detail

Technical detail

No. The products track work, documents, deadlines and figures. BrainyRich lists the forms a household should expect but does not say how anything is taxed; Botlit is designed to answer process questions about sending in a notice from the firm's own guide and hand any question about what a notice means to a preparer; Subscriber Bot proposes prepaid and accrual lines that an accountant accepts, edits or rejects before posting; and judgments on audit evidence stay with the audit team. Professional judgment and sign-off remain with your licensed staff.

Do these products replace our tax software, audit software or general ledger?

No. Returns are still prepared and filed in your tax software, audit working papers stay in your audit tools, and entries are recorded in your own books. These products handle the work around them: onboarding, document and evidence requests, review workload, the close and notice deadlines.

Technical detail

Technical detail

No. Returns are still prepared and filed in your tax software, audit workpapers stay in your audit tools, and entries are posted in your own ledger. The Burdenoff products are designed to handle the work around them: onboarding, document and evidence requests, review capacity, close tracking and notice deadlines. The tax season board shows e-file status as preparers record it; it does not connect to your filing software. FluidGrids is designed to reach other systems through webhooks, schedules and HTTP connections where those systems allow it.

Does TimeCampus monitor our staff during busy season?

No. TimeCampus builds each person's own timeline from the tools they use, with no screenshots or keystroke logging. Team views show group totals, meant to reveal when the whole team is overloaded, and only a team-level warning goes to CrewFoundry, never anyone's own figures.

Technical detail

Technical detail

No. TimeCampus is built privacy-first: it assembles each person's own timeline from the tools they work in, without screenshots or keystroke logging. Team views such as after-hours share and weekend work are aggregate, designed to show when the tax team as a whole is overloaded, and the only thing designed to pass to CrewFoundry is a team-level load warning, never figures for one person.

Can internal audit and corporate finance teams use this, not just CPA firms?

Yes. Internal auditors can use the same request-and-sign-off workflow for control testing with their own colleagues, and finance teams can use the contract-based schedules and the close board across their own companies. The client and engagement record is most useful for firms serving outside clients.

Technical detail

Technical detail

Yes. The same pieces are designed to serve a company's own finance and internal audit teams: the FluidGrids evidence workflow can route control-testing requests to control owners each quarter, Subscriber Bot can hold the company's own recurring contracts for close schedules, and BigConsole can show the close across the company's entities. ProServiceWorld is most useful where work is organized as client engagements.

How do client documents and fees stay private?

Access is set by role, so each client's documents, returns and fees are meant to be seen only by the people working for that client, and there is one record of who did what. A family's list of expected tax forms reaches the firm only when the family chooses to share it.

Technical detail

Technical detail

Every product runs on Burdenoff Workspaces, with role-based access designed to limit each client's documents, returns and fees to the people on that engagement, and one audit trail recording who viewed, approved or changed what. Console views are designed to be limited to each client team's rows. A household's expected-forms list reaches the firm only when the household consents to share it from its own BrainyRich.

Related domains

Where these products also work together

All domains

Want to explore this for your organization?

Tell us about your setup. We will walk you through the products involved and scope a pilot around the challenge that hurts most.

Talk to usBrowse every domain

This is a solution concept: it shows how Burdenoff products are designed to work together in this industry. The images are illustrations of the concepts, not screenshots of the actual products, and every name and figure in them is sample data.