Accounting Office Pre-Configured Solution
Launch a structured, automated, AI-enhanced Bitrix24 accounting workspace in days — then keep improving it every month.
*Support/training scope can be tailored by plan and agreement.
Choose your plan
Annual billing saves 20% (displayed as discounted monthly equivalent).
Basic
Best for: solo CPAs & small bookkeeping firms
- ✔Client intake pipeline + onboarding
- ✔Recurring bookkeeping workflow
- ✔Tax pipeline stages
- ✖Advanced compliance automation
- ✖Forecasting agent + partner dashboards
Standard
Best for: growing firms adding more service lines
- ✔Multiple pipelines (Tax / Advisory / Payroll)
- ✔Advanced automation triggers
- ✔Document tracking workflows
- ✔AI document extraction + renewal agent
- ✖Full forecasting suite
Professional
Best for: scaling firms & tax-heavy operations
- ✔Compliance automation + escalations
- ✔Partner visibility dashboards
- ✔Revenue forecasting reports
- ✔AI compliance monitor + forecast agent
- ✔Copilot-style drafting/summaries
Enterprise
Best for: multi-location or high-volume practices
- ✔Multi-branch governance + role hierarchy
- ✔Custom reporting layers
- ✔Full AI orchestration across workflows
- ✔Dedicated optimization reviews
- ✔Advanced security posture
Plan comparison
| Feature | Basic | Standard | Professional | Enterprise |
|---|---|---|---|---|
| Accounting pipelines Intake, recurring, tax stages |
✔ | ✔ | ✔ | ✔ |
| Document tracking Requests, reminders, missing docs |
✖ | ✔ | ✔ | ✔ |
| Advanced automations Escalations, SLAs, compliance |
✖ | ✔ | ✔ | ✔ |
| AI agents Extraction, renewals, compliance |
✔ (intake) | ✔ (extraction + renewals) | ✔ (forecast + compliance) | ✔ (full orchestration) |
| Partner dashboards Forecasting, workload, revenue |
✖ | ✖ | ✔ | ✔ |
What clients say
“We finally stopped chasing documents in email threads. The pipelines and automations made tax season predictable.”
“The pre-configured workflows matched our process on day one. Training got the team using it immediately.”
“We added automation and an AI extraction workflow and it cut admin time every single week.”
Live savings + ROI calculator
Compare the subscription against hiring additional admin support and estimate profit impact.
Revenue + profit impact
Savings vs hiring admin staff
Before you go… want the demo + pricing breakdown?
Drop your details and we’ll send a quick demo link + recommended plan for your firm.
*Bitrix24 license required separately. Pricing shown reflects Kala Group Technologies subscription only.
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