Online Accounting Management System Overview

Our system was designed to provide a seamless interface between an accounting firm and their online accounting clients, using the client's accounting software (e.g. QuickBooks). The TADTechnology accounting management system is easy to use and allows you to actually work in the client's online accounting file simultaneously with the client. TADTechnology uses top of the line security measures to maintain the integrity and confidentiality of all online accounting processes and accounts. Users log in through a client portal using an individualized, and private, home page.

Each private home page will have service announcements, file upload notifications, and messages from clients. Any information that can be transferred by diskette or email can be transported securely through each individual client's secure portal.

Our electronic file management system enables users to upload or download all accounting information and data. No need to fax or file paper copies. Files can be quickly downloaded from a portal, and stored on a local PC, or kept in a file cabinet on a real-time data server. All the user has to do is scan in the source document, drag it to the upload-icon and select his or her bookkeeper's name with one click. Once the file is uploaded, the bookkeeper is notified that a file has been uploaded to his or her inbox.

This accounting management system enables quick transfer of data, shortens project completion time, and allows for immediate client approval or signatures, enhancing client relationships.