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Five Easy Steps to Online Accounting

TADTechnology has an easy 5-step plan to help you quickly start servicing your clients online.  Simply sign up for a free 30 day trial of TADTechnology's Online Accounting Management System and begin to discover how easy it is to launch your online accounting practice.

1

Create Administrator Account:  Sign up for a 30-day free trial to create your company administrator account.

 

 

2

Create Client Account(s):  With your new administrator account, you can create client accounts  that you and your clients can use to remotely transfer and manage files on the TAD servers.

 

 

3

Setup Access to Online Accounting Application(s):  Setup your account(s) with Realtime Hosting of accounting applications such as Intuit QuickBooks or Best Software Peachtree. You can select from our current list of hosted Realtime applications, or submit a request to host a new application if the one you are looking for is not in the list.

 

 

4

Transfer or Create Data Files:  Upload or create data files that you and your clients can work in simultaneously on our Realtime servers.

 

 

5

Begin Working:  Access your data and begin processing your work online from any Internet connection in the world.

New users receive a complimentary training session with one of our online specialists for a general overview of what TAD offers your company.  If you need further assistance after this point, we make it easy for you to succeed and offer a range of additional free resources to help with learning the system. 

  • Our online demo is available to give an overview of the main features of the TADTechnology system.
  • The Support Center is accessed by clicking on the Support tab on your custom home page menu. (Take advantage of this great feature and all the benefits it provides.)

As you learn the TADTechnology system we can help you with recommendations for optional third-party hardware and software solutions that may enhance your online accounting experience.

Quick, Succesful Training When You Need It.

Although we have endeavored to make TADTechnology an easy system for our clients, there might arise a situation that our support pages or demonstration was unable to fully explain. If you have reached that point, we offer more in-depth training to assist you.

One on One Consultations:

We make it simple to set up a consultation with one of our specialists.  Take advantage of our discounted pre-paid tech support/training package for training consultations or support when you need help setting up clients, managing files or scanning.  Two hours cost $300. Our consultation fees are charged in 15-minute increments at $45.00 and will be billed separately on your statement. 

TADTraining Opportunities:

We also offer training packages for individuals seeking an all-inclusive solution for setting up an online accounting or bookkeeping practice.   TADTraining is a comprehensive, hands-on training approach developed to help accounting firms effectively use and manage online services. Get answers to questions such as:

  • How do I use the TADTechnology System effectively?
  • How do I hire and train my staff?
  • How do I transition clients to online accounting and bookkeeping services?
  • What kinds of hardware should I invest in?
  • How do I price online accounting and bookkeeping services?
  • How do I compensate my staff?

Online Accounting - More Info.


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