Secure Data Sharing

Sharing your data with us is safe, easy, and convenient! We offer the option of either remotely logging into your desktop or using Cloud accounting software to do your bookkeeping. The choice is up to you.

Check out how it works below then call us at 786-224-7040 or request a free consultation online to learn more.

Login to Your Desktop

We take working with sensitive financial information seriously so we login to your computer using a secure remote desktop/VPN to access your accounting system and do our work.The next morning when you come into the office, you'll see that the work is complete and reports have been delivered to your email inbox.

Login to Your Online Accounting Software

If your firm is already set up on QuickBooks Online or Xero, we can login and process the work there. Our accountants will login, complete the work, and the next morning you'll see that your books have been updated and reports have been delivered to your email inbox.


The Tools

We leverage the latest technologies to keep your accounting firm's financial data always stays safe and secure while we do our work.

Teamviewer logo

Remote desktop connection platform

Our connectivity platform Teamviewer is what we use to remotely access and manage data on your office computers. This trusted platform uses the latest security protocols to keep your financial data behind virtual lock and key while we process your clients' accounting and bookkeeping.

Download for Windows Download for Mac
Swizznet logo

Accounting software hosted on the Cloud

Our Swizznet portal hosts QuickBooks accounting software on the Cloud. This convenient and easy-to-use portal is a great option for accounting firms who do not want to move over to QuickBooks Online. It's super secure and limits exposure of your workspace since no one will be logging directly into your desktop. It also offers 24/7 access to real-time financial data on the Cloud. So you can get a clear picture of your finances anytime you need to make important business decisions, day or night.