Finance & Tax
Accounting Firms
CAS, advisory, and multi-entity engagements.
Run client accounting services, advisory engagements, and multi-entity work with role-based permissions and review workflows.
Operational pain points we solve
Coordinating across CAS, tax, and advisory teams
Multi-entity client structures
Review and approval hierarchies
The operating ecosystem
Everything accounting firms need, preconfigured.
ROSSNEXUS.io ships with the modules below already wired together — buy and run.
Pipelines
Stage-by-stage routing tailored to this industry.
- Proposal
- Engagement
- Recurring delivery
- Annual review
Client Onboarding
Branded intake and activation workflows.
- Master engagement
- Entity setup
- Approver hierarchy
- Reporting cadence
Staffing
Roles configured for the way this industry operates.
- Partner
- Manager
- Senior
- Staff Accountant
- CAS Lead
Automations
Pre-wired triggers and journeys.
- Engagement renewals
- Approval routing
- Time tracking pushes
- Reporting delivery
Billing
Revenue models supported out of the box.
- Fixed-fee engagements
- Hourly time
- Advisory retainers
Support
Ticket categories and SLA-ready queues.
- Question intake
- Document handoff
- Reporting clarifications
Compliance
Frameworks, retention, and audit-friendly logs.
- AICPA standards
- Independence tracking
- Document retention
Role-Based Permissions
Personas the platform ships with.
- Partner
- Manager
- Senior
- Staff
- Client
- Approver
Workforce
W2 employees and 1099 contractors — handled separately, properly.
W-2 Employees
Full employee onboarding
- · I-9 / W-4 collection and policy acknowledgments
- · Role-based portal access and reporting hierarchy
- · Department, manager, and training assignment
- · Payroll-profile readiness (future payroll integrations)
1099 Contractors
Contractor lifecycle, agreements, payouts
- · W-9 collection, agreement e-sign, insurance tracking
- · Engagement-based permissions and time windows
- · Per-project or commission payout readiness
- · Compliance credentials with expiration alerts
This industry typically uses both W-2 and 1099 workers.
ROSSNEXUS.io — The Future Is Almost Here
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