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FOLA Business Suite User Guide

1. AI-Powered Business Compliance Overview

Helps you stay on top of compliance requirements specific to your business structure and industry.

How to Use:

  • Set Up Your Profile

    Input your business name, entity type, industry, and location.

  • Review Recommendations

    View tailored compliance tasks and deadlines in your dashboard.

  • Track Status

    Monitor overdue and upcoming compliance tasks.

  • Notifications

    Enable email alerts to stay informed about key deadlines.

Pro Tips:

  • Regularly update business details if there are changes.
  • Use the compliance checklist to ensure you don't miss critical filings or renewals.

2. Business Income and Expense Tracker

A simplified tool for managing your finances, ensuring you're ready for tax time and financial reviews.

How to Use:

  • Add Transactions
    • Upload the CSV Copy of your bank account to sync expenses
    • Log income and expenses manually
    • Edit income and expense details
  • Categorize Entries

    Assign categories (e.g., travel, utilities, sales) for tax deductions and reports.

  • Generate Reports

    Create monthly or yearly income statements for quick reviews.

  • Export Data

    Export financial summaries to share with your CPA.

Pro Tips:

  • Schedule bi-weekly check-ins to reconcile transactions.
  • Use category filters to identify potential savings or overspending.

3. Digital Corporate Binder

Centralized storage for all your business-critical documents.

How to Use:

  • Upload Documents

    Add files like formation papers, licenses, permits, contracts, and receipts.

  • Organize Files

    Create folders for different categories (e.g., legal, financial, operational).

  • Search and Access

    Use the search bar to find files quickly by name or keyword.

  • Share Documents

    Share files securely with team members or your CPA.

Pro Tips:

  • Maintain a folder for time-sensitive documents and set reminders for expiration dates.
  • Regularly back up your files.

4. Access to Discounted CPA Support and Services

Get expert help when you need it most, at a cost-effective rate.

How to Use:

  • Request CPA Assistance
    • Select "Request CPA Review" from the dashboard
    • Specify the type of service you need (e.g., compliance review, tax prep, financial planning)
  • Schedule Consultations

    Book time directly through the platform for one-on-one sessions.

  • Track Requests

    View the status of CPA support requests and completed services in the dashboard.

Pro Tips:

  • Use this service during tax season or for strategic planning.
  • Keep your Digital Corporate Binder up to date to streamline reviews.

General Tips for Getting the Most Out of FOLA Business Suite

Stay Consistent

Check in at least bi-weekly to log updates and review notifications.

Customize Alerts

Set preferences for reminders to suit your workflow.

Engage with the Community

Access FAQs, tutorials, and user forums for additional support.

Use Reports

Leverage insights from the compliance and financial tracking tools to make data-driven decisions.

With FOLA Business Suite, managing your business has never been simpler.

Stay compliant, track finances, and keep your documents organized — all in one place.

Simplify how you comply, and focus on growing your business.