Free yourself from routine work. Grow more business.
No more staffing
worries
Move to paperless
office
Save more than 50% of
your current costs.
Off-load Non-Core Services.
HOW IT WORKS
The
whole methodology is a well thought out process of scanning and
processing and is being used successfully by companies all over the
world.
VAT Returns & Bookkeeping: The source documents such as Bank statements, Cheque Book
Stubs, Sales Invoices, receipts for expenses and purchase invoices
recieved by the accounting firms are scanned and uploaded (usually
as PDF files) to our secured FTP servers. Original documents send by
the client are thereafter delivered back to them.
Sapphire's staff accesses the scanned
documents and start the assigned tasks which could be preparation of
excel sheets for VAT returns or reconciliation or posting of entries
or analysis of financial statements and so on. All these functions
are performed using appropriate accounting software (such as SAGE,
VT etc.). Supervisors then review the tasks and inform clients of
any open items needing further clarifications / additional
information. After getting the complete information the task is
completed and then verified. Subsequently the completed files are
uploaded on FTP server and client is informed accordingly.
Tax Returns
Client's source documents (such as P-11s, P-60 etc.) are scanned and
uploaded (usually as PDF files to our secured FTP servers.
Sapphire's Supervisors accesses the documents and allocate
the return preparation work to the tax team. The tasks are assigned
based on preparer’s experience and complexities involved in doing
the return.
The preparers would bookmark and organize the scanned documents for
easy preparation and review. He/She rolls over prior year return and
start inputting the data/information into the appropriate software.
While doing so, any open items requiring clarifications or
additional details from clients are listed and sent to
supervisor/client's attention.
Prepared returns are reviewed by the Supervisors and intimation
about status of completed returns is sent to the CA firms for final
review and filing
We employ the
following two processes for accounts outsourcing services and data
transmission.
(a) SERVER BASED Server Based (FTP) Process:
Sending us your source documents - To send us the documents, you can
either scan the documents and upload them to our secure FTP server
or e-mail the documents to our mail box. Else you can fax the
documents to our fax numbers (during working hours only).
Workflow Chart
(Server Based)
STEP 1
STEP 2
STEP 3
STEP 4
Clients get their
documents scanned.
Clients upload
their scanned documents to our secure ftp server
Documents
processed by us and uploaded to our ftp server.
Clients download
the processed information from our secure ftp server.
I. OUR UK FIRM CLIENTS SEND THEIR ORIGINAL DOCUMENTS TO THE SCANNING
HOUSE FOR SCANNING.
II.
THE SCANNING AGENCY SCANS THE DOCUMENT IN PDF FILE FORMAT, ZIPS AND
UPLOADS THEM TO OUR SECURE FTP SERVER.
III.
OUR SAPPHIRE PROCESSING CENTRE DOWNLOADS THE DOCUMENTS AND PROCESSES
THE INFORMATION. PRELIMINARY AND THEN FINAL REVIEW OF THE JOBS IS
DONE BY THE QUALIFIED CHARTERED ACCOUNTANTS.
IV.
FINALISED JOBS GETS UPLOADED TO OUR FTP SERVER AND THEN OUR UK
CLIENTS DOWNLOADS THESE PROOCESSED FILES FROM OUR SERVER.
(b) Remote Access Based
Workflow Chart
(Remote Based)
STEP 1
STEP 2
STEP 3
Clients upload
their scanned documents to our secure ftp server
Remote accessing
you document through square channel
We Update the
Records
and logout
I. Sending
us your source documents - You can send us your source documents
through four ways. You can scan the documents and upload it to a
secure server or e-mail the documents to our mail box. You can also
fax it to our toll free fax or place it in your computer, so that we
can access it remotely.
II.
Connecting securely to your computer through internet- In the second
stage, we will connect to your computer by using a remote desktop
access service, such as, Team Viewer.
III.
Updating the records and logging out - We will update your records
in front of you on your computer and logout as soon as we finish-off
the work!
(c) Online Based
Workflow Chart
(Online Based)
STEP 1
STEP 2
STEP 3
Sending us your
source documents - You can send us your source documents through 3
ways.
Our Experts logs in to your online Accounting software
Client login to their online accounting software and find their
updated and processed information.
I. Sending
us your source documents - You can send us your source documents
through 3 ways. You can scan the documents and upload it to a secure
server or e-mail the documents to our mail box. You can also fax it
or place it in your computer, so that we can access it remotely.
II.
Our Experts logs in to your online Accounting software (like
sagesoftwareonline.com or quickbooksonline.com) and update
your books.
III.
Client login to their online accounting software and find their
updated and processed information.
