Accounting, Tax and Administration Firms
Innovate and grow your firm
CARLAVIA Digital Signatures and Transactions
The platform allows you to send and sign digitally any documents so you can interact and do business faster and more reliably.
Accelerate turnaround time with legally binding CARLAVIA eSignatures, digital workflows and approval transparency.
How CARLAVIA helps
Use pre-defined or create your own professional looking document templates.
Monitor all your transactions, and interact right from the Dashboard.
Switch to digital way
Customer offers
Engagement letters
Master services agreements
Confidentiality agreements, NDAs
CUSTOMER
AGREEMENTS
WORK MANAGEMENT
& BILLING
…and amendments across entire contract life cycle
ADMINISTRATION AND
OUTSOURCING
New work request, change requests
Work activity report
Invoice approvals and billing
Use CARLAVIA account on behalf of your clients in a variety scenarios, e.g. to prepare, send and even approve:
Billing and contract reconciliations
Tax and statutory reporting
Managerial cost control
Payroll and HR as a Service
Document management and retention
Provide your clients with one-stop-shop for essentials business services by expanding into digital.
GROW INTO
DIGITAL AND TECHNOLOGY SERVICES
Cloud solutions management
User and access administration
Email administration
Website and billing management
Even better way of working
by CARLAVIA
Hint #1
Avoid misunderstandings with your customers, by signing off all your LOEs, activity reports and invoices via CARLAVIA.
Hint #2
Via direct access to your customers accounts, you could help them with preparation, review or approval of relevant documents. Also, via direct access you do not have to rely on forwarded
e-mails, or miss the latest or relevant documents.