Secure Data Sharing

Secure Server Solution

  1. Scan and Upload

    Your practice either scans or add files, checklist and documents to our secure portal. Or you courier the documents to us and we scan them for you.

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  2. Download

    Our team records all source items info our secure system.

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  3. Process

    Our team of qualified accountants process the jobs and keep you posted about delivery schedule and progress.

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  4. Review

    All completed jobs undergo a two-level review by an accounts manager and a quality assurance team

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  5. Deliver

    You are notified .. is complete and.. output files. E.g. … papers account, tax return for review.

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Remote Access Solution

  1. Allow Remote Access

    We remotely log-in to your system using secure software like VPN/RDP/Citrix/GoToMyPC

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  2. Process

    Our qualified accountants process the jobs and keep your posted about delivery schedule and progress.

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  3. Review

    Completed jobs undergo a two-level review by an accounts manager and a quality assurance team.

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  4. Deliver

    You are notified when work is completed. We place completed files and your server e.g. working papers, account, tax return for your review.

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