HOW WE DO
A simple, structured, and efficient approach to manage your accounting with accuracy and ease.
OUR PROCESS
iAccounts is a forward-thinking accounting solutions provider focused on simplifying financial management through smart processes and modern technology.
At iAccounts, we follow a streamlined process designed to simplify your accounts operations while ensuring accuracy, security, and efficiency at every step.-
Step 01
Find Your Needs
We begin by analyzing your business model, goal and current processes to create a customized approach.
Step 02
Set Up & Organize
We structure your accounts data and implement systems for smooth bookkeeping and transaction management.
Step 03
Process & Manage
Our team handles daily accounting activities, as payables, receivables, & tax-related tasks with precision.
Step 04
Review & Deliver
We generate clear reports and actionable insights to help you make informed accounts decisions.
Technology We Use
We leverage modern tools and secure systems to ensure seamless operations and data protection:
- Cloud Hosted Software for real-time access
- Remote Desktop Programs for flexible working
- Secured VPN (GoToMyPC) for safe connectivity
- FTP Portal for secure file sharing
Cloud Hosted Software for real-time access
When you are working on the cloud hosted software such as QBO, Freshbooks , XERO etc, all you need to do is to create another user id for us and the rest will be taken care of all the inputs uploaded by you as per instructions.
Remote Desktop Programs for flexible working
When you are working on desktop-based softwares, you can , create an RDP login along with the logins of the softwares for our team. We connect to your computers/servers using RDP/Citrix. It is similar to the case when you are working from your home or outside your office premises, on your servers. Our team shall work on your system through RDP login, process the work & leave it there. For security concerns, you can create a folder or drive for our team and all other drives and folders of the computer could be restricted.
Secured VPN (GoToMyPC) for safe connectivity
When the above two options are not feasible or not available, you can create login on secured VPN like GoToMyPC, LogMeIn so that our team could access your computer to work on your jobs as per your inputs and instructions.
FTP Portal for secure file sharing
Under this tool we offer a fully secured access to our Portal wherein the client can transfer all the files needed to be worked upon.All you need to do is click & accept the request for a link generated by the software on your email and simply upload all the necessary documents to our USA based server and Vice-versa when we complete all delivery as per requirement
Let’s Simplify Your Accounting Process
Partner with iAccounts and experience reliable, compliant, and secure business operations
for all USA based CPAs and Accounting Firms.