Common Pain Points
- Staff burnout from repetitive tasks
- Inconsistent processes across team members
- Manual document collection
- Difficulty scaling without hiring
- Lack of real-time client visibility
How xBav Helps
- White-Label Client Portal
- Standardized Chart of Accounts Templates
- Team Task Management
- Bulk Client Processing
- API Access for Integrations
- Advanced Tax Engine
Key Benefits
Increase Staff Leverage
Move from 1:20 to 1:50 client ratios with AI handling the heavy lifting.
Standardize Workflows
Every client follows the same process, ensuring quality and consistency.
White-Label Ready
Brand the client portal with your firm's logo and colors.