A Data Collection and Practice Management Software for US CPAs, Tax & Accounting Firms - A SaaS Product

A cutting-edge data collection and practice management portal for accounting firms

Live Website: Client & Admin Portal

Take a tour of our live client website and portal, designed to provide a seamless and intuitive experience for collecting and managing client data. Contact us to schedule a personalized demo or learn more about our offerings.

Client Portal

A user-friendly interface for accounting firms’ clients to upload their information and documents securely.

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Admin Portal

A feature-rich admin portal for accounting firms to access client information and take actionable next steps.

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The Problem

How and where should accounting firms collect and store their clients’ confidential data efficiently and securely?

Inefficient Data Collection Process & Security Concerns

VIZN helps Certified Public Accountants (CPAs) and other Accounting Professionals in the US, in collecting client data efficiently and securely. VIZN provides a standardized, structured, and secure method for data collection that makes it less laborious for CPAs to gather information from clients, especially during tax season. This increases inefficiencies in the tax filing process and reduces concerns about data security for both CPAs and their clients.

01. Inefficient Data Collection Process

VIZN recognizes the inefficiencies in the traditional data collection process for tax professionals, particularly CPAs in the US.

Without a standardized method for gathering client data, CPAs often resort to manual processes, including email exchanges and paper-based forms. This results in time-consuming and error-prone procedures, especially during peak tax seasons.

02. Security Concerns

Beyond inefficiency, there are significant security concerns associated with the current data collection methods.

Transmitting sensitive financial information through unsecured channels like email or messaging platforms exposes both CPAs and their clients to the risk of data breaches and identity theft.

03. Client Trust and Credibility

The lack of a secure and structured data collection process undermines the trust and credibility between CPAs and their clients.

Clients may hesitate to share sensitive information, fearing potential data leaks or misuse. Establishing a secure and transparent data collection mechanism is essential for building trust and fostering long-term relationships with clients.

The Solution

VIZN’s cutting-edge data collection portal to securely collect client data

Technology-Driven Solution – A Secure and Structured Data Collection Platform for Accounting Firms:

VIZN is solving this problem by leveraging technology to develop a state-of-the-art data collection tax portal. This portal streamlines the process of data collection for tax professionals by providing a secure platform for requesting and sharing confidential client information. By offering a structured and organized way to collect data, the portal enhances efficiency and reduces the time required for data collection, thereby addressing the pain point faced by tax professionals.

01. Technology-driven Solution

VIZN's approach centers around leveraging technology to revolutionize the data collection process for tax professionals. By developing a cutting-edge data collection tax portal, the startup aims to streamline and automate the gathering of client information.

02. Secure and Structured Platform

The data collection tax portal provides a secure and structured environment for CPAs to request, receive, and store client data. Through encryption, multi-factor authentication, and other security measures, the portal ensures the confidentiality and integrity of sensitive information.

03. Customization and Integration

Recognizing the diverse needs of tax professionals, the portal offers customization options and seamless integration with existing tax software. CPAs can tailor the portal to suit their specific workflows and preferences, enhancing user experience and adoption.

04. User Training and Support

In addition to the technology platform, VIZN provides comprehensive training and ongoing support to ensure smooth implementation and utilization of the portal. By empowering CPAs with the necessary knowledge and resources, the startup facilitates a seamless transition to the new data collection process.

VIZN’s Numbers

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About VIZN

With a deep understanding of the challenges faced by tax professionals in data collection and client management, we have developed a cutting-edge data collection and practice management tax portal that redefines efficiency, security, and transparency in the tax filing process.

Mission

To revolutionize the tax and accounting industry through innovative technology solutions and exceptional service offerings.

We are here to solve your problem and deliver your needs.

Vision

To empower tax professionals, particularly Certified Public Accountants (CPAs), with state-of-the-art tools and resources to streamline their operations, enhance client relationships, and drive business growth.

Timeline

Our journey towards revolutionizing the tax and accounting industry began with a vision to empower tax professionals worldwide. Explore our timeline to see how we’ve evolved and grown over the years.

2022

Wireframes & Development

2023

Prototype, User Testing & Live Launch

2024

Grow Development & Sales Team

2025

US Market Launch

2026

Indian Market Launch

2027

Global Launch

VIZN’s Pricing

We offer flexible pricing options tailored to the specific needs of tax and accounting firms, including subscription-based models and usage fees. Our transparent and flexible pricing ensures that clients receive maximum value for their investment.

Our Team

Meet the visionary minds behind VIZN Consulting, led by our Partner and CEO, Akhil Bansal. With a dedicated team of experts, we are committed to driving positive change in the tax and accounting industry.

Akhil Bansal, CPA

Chief Executive Officer | Founder

Meet Akhil, the visionary founder of VIZN Consulting LLP, a leading technology startup in the tax and accounting space. As a dedicated member of the American Institute of Certified Public Accountants (AICPA) and a licensed Certified Public Accountant (CPA) under the California Board of Accountancy (CBA), Akhil exemplifies professionalism and adherence to high standards.

Prachi Jain, CA

Chief Operating Officer

Prachi Jain is a seasoned Indian Chartered Accountant and a soon-to-be US Certified Public Accountant (CPA)! With expertise in both Indian and US taxation and accounting, she manages the overall operations of VIZN and holds everything together for smooth operations, providing valuable financial and technical solutions.

Jaideep Kumar, CA

Chief Information Officer

Jaideep Kumar is an accomplished tax expert with a focus on comprehensive tax technical support. As a Chartered Accountant (CA) and soon-to-be Certified Public Accountant (CPA), Jaideep guides VIZN with incorporating the tax technicalities into the software. He dives into tax regulations and helps deliver tailored solutions to our accounting partners.

Ansh Garg

Chief Technology Officer

Ansh Garg, our CTO, is the visionary driving force behind the technological innovations at VIZN. He leads the development and implementation of our technology roadmap, ensuring that our solutions remain at the forefront of innovation. He leads our team of talented engineers and developers, fostering a culture of creativity, collaboration, and continuous improvement.

Shrirama Narasimha, EA

Chief Strategy Officer

Shrirama is an IRS Enrolled Agent (EA). He is a dynamic leader with a passion for driving growth and fostering strategic partnerships. With a keen understanding of market dynamics and client needs, Shrirama spearheads our efforts to expand our global footprint and establish VIZN Consulting as a trusted partner in the tax and accounting industry.

Clients Reviews

Discover what our clients have to say about their experience with VIZN.