Workflow Process
Cloud based, desktop based, and VPN access workflows — secure, manager-reviewed accounting delivery.
Cloud based accounting platforms
- 1
Clients provide accountant access to their cloud based accounting platform.
- 2
Clients share their bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc.
- 3
All of the data is checked by a manager
- 4
After checking the data, tasks are assigned to a staff member for data processing.
- 5
The manager periodically checks the work. It is also reviewed on completion before delivering it to the client.
Desktop based platforms
There are two ways of working on desktop based platforms.
Sharing Backup and Access via VPN.
Sharing Backup involves the following steps:
- 1
Client provides back up if its desktop based software.
- 2
Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc.
- 3
Manager checks all the data.
- 4
After checking the data tasks are assigned to a staff member for processing data.
- 5
The backup is restored and is updated with the new information.
- 6
The manager periodically checks the work. It is also reviewed on completion before delivering it to the client.
- 7
The manager periodically checks the work. The backup is reviewed before sending to the client.
Access via VPN has the following steps
- 1
Clients software is accessed via remote server
- 2
Client shares its bank statements, invoices, bills and receipts via file hosting server such as Google drive, Drop box etc
- 3
Manager checks all the data
- 4
After checking the data, tasks are assigned to a staff member for processing data
- 5
The software is updated through remote access
- 6
The manager periodically checks the work which is also reviewed on completion before delivering it to the client
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We support clients across multiple industries with secure, transparent, and compliance focused accounting. From feasibility studies to management reporting, our work is built on accuracy, documentation, and trust.
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