How It Works

OutSource Direct > How It Works

Secure Server Based Solution

1
Scan And Upload

Your Practice either scans or adds files, Checklists and documents to our secure portal. Or You courier the documents to us and we scan them for you.

2
Download

Our Team records all source items into our secure system.


3
Process

Our team of Qualified accountants process the job and keep you posted about delivery schedule and progress.

4
Review

All completed jobs undergo a two-level review by an accounts manager and a quality assurance team.

5
Deliver

you are notified when work is completed and given final output files. e.g working papers,accounts,tax return for review.

Remote Access Based Solution


1
Allow remote Access

We remotely log-in to your sysyem using a secure software like VPN/RDP/Citrix/GoToMyPc.

2
Process

Our qualified accountants process the jobs and keep you posted about delivery schedule and progress.

3
Review

Completed jobs under go a two-level review by an accounts manager and a quality assurance team.

4
Deliver

You are notified when work is completed. We place completed files on your server. E.g Working papers, accounts, tax return for your review.