Document Indexing and Workpapers
Source documents indexed and workpaper binders assembled before preparation starts.
Scope
What we do
- Index and rename source documents to your conventions
- Assemble workpaper binders and prior year references
- Prepare organiser data entry
What your firm receives
- Indexed files
- Assembled binders ready for preparers
What we need from you
- Document platform access
- Naming conventions
What your firm keeps
Your firm keeps the files in its own systems.
How it starts
From first call to first delivery
Access, checklists and security are written down before volume arrives.
A conversation
We learn what your firm needs, which software you run and how your review works.
A trial piece of work
We complete a small, real piece of work so your reviewers can judge the quality for themselves.
Onboarding
Access, security, checklists and communication are set up and written down before volume arrives.
Related
More in Firm Operations and Staffing
Global Capability Centre (GCC)
Your firm's own team in India: we recruit, house, equip and run it, and your firm directs the work.
Read MoreDedicated Team Members
Accountants who work only for your firm, in your systems, as part of your team.
Read MorePractice Administration
The administration that pulls your accountants away from accounting.
Read MoreStart a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample