We handle your documents and client information securely, prepare working papers, enter data, and notify you, saving time and ensuring accuracy.
01.
Upload Documents
Clients scan and upload their documents to our secure server.
02.
Team Allocation
Uploaded documents are tagged and assigned to the appropriate team for processing.
03.
Process & Review
Team processes the documents and uploads them for client review.
OR
01.
Access & Process
We log into your server and process the client information.
02.
Prepare Notes
We prepare working papers and review notes carefully.
03.
Update & Notify
We enter the data into your software and notify you.
Still Confused About Our Features? Get A Consultation
Let us simplify your accounting process. Upload your documents and our team will handle everything efficiently and securely. Focus on growing your business while we take care of the rest.
