Technology
We work in your software
Nothing to migrate to. Nothing new to learn. The most common reason outsourcing fails is that the provider makes the firm adopt their tooling; we do the opposite.
How We Approach Tooling
Three principles
We adapt to you
Your licences, your environment, your folder structure and naming conventions. We are the ones who learn a new system at the start of an engagement, not your team.
No platform lock-in
There is no TaxElixir portal you are required to adopt and no proprietary tool that holds your data. If we part ways, your files are exactly where they always were.
Access on your terms
Remote access into your environment, VPN, virtual desktop or your document portal, whatever your IT policy prescribes, provisioned least-privilege.
Technology
We work in your software
Nothing to migrate to. Nothing new to learn.
- CaseWare
- UltraTax CS
- Lacerte
The list above is not exhaustive. Working in a platform not listed here? Ask us.