How We Work
Working with us is easy. We give you seamless onboarding and one central communication portal. Here’s how our onboarding, and ongoing communication, works to your advantage.
Discovery
We start by having an online meeting to understand your needs, goals, and address any preliminary questions you might have.
Proposal
Once we’ve pinpointed your requirements, we present you with a custom proposal, detailing how we can support your business.
Agreement
A transparent agreement formalizes our collaboration. This ensures both parties are aligned and confident in the process.
Transition
When switching from your old CPA we ensure a hassle-free transition, assisting with software setup and data transfer.
Communication Via TaxDome
Once onboarded we’ll set you up with your own client portal on TaxDome. This accounting software provides secure communication, document sharing, e-signature, invoicing & more between yourself and us. Some of the key features include:
Easy Info Sharing
Safely upload and access key financial documents.
We can provide you with task lists and questionnaires to make collecting all of your documents when they’re needed easy.
E-Signing
Streamline approvals with digital signatures. You can scan, upload, approve and e-sign all your docs from one single platform, either on desktop or mobile.
Texting
Quick questions or elaborate discussions – we’re just a text away.
We can text message securely, making it easier for you to ask us questions and for us to let you know what we need.
Testimonials
What Our Clients Think
Let's Chat
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