BAC CPA vs inBOX by CERQLE

This app is for Clients of BAC to work, communicate, collaborate, and most importantly provide you open access to your records! Through out secure app you can: *Review and Approve Documents *Scan and Upload Documents *Chat securely with your accounting professionals and payroll teams *Sign documents and engagement letters electronically *Retrieve documents and records *Complete questionnaire's, survey’s, and forms *Pay invoices and so much more! When we interact with you - whether it’s a request for a signature, the completion of a task or payment of an invoice - You’ll find it in the waiting for actions section. The mobile experience has been designed with your usability and user experience in mind! Additionally, make sure you setup FaceID and Two-Factor Authentication (2FA) for additional security. For more information about BAC, please visit https://www.bac.cpa We’ve Got Your BAC!

Cerqle is an AI-powered omnichannel customer support platform that brings all your customer conversations into a single, collaborative workspace. Deliver instant replies, streamline team workflows, and scale your support effortlessly. Key Features: Unified Shared Inbox: Consolidate direct messages, social channels, and emails into one clear queue. Eliminate tab-switching and ensure no customer message is missed. Smart AI Agents: Train custom AI assistants on your docs, FAQs, and product catalogs to provide accurate, brand-aligned answers 24/7. No-Code Automations: Build visual workflows to automatically route incoming conversations, tag inquiries, and trigger handoffs to the right team members. Built-in CRM: Access complete contact histories, custom fields, and segmentation directly inside the chat timeline. Real-Time Analytics: Monitor first-reply times, agent productivity, message volumes, and resolution rates with live reporting dashboards. Empower your support, sales, and marketing teams to resolve conversations faster and turn inquiries into loyal customers.