Secure data sharing

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Secure data sharing
Getting your financial data to us is easy. Right from working papers, to bank statements, to credit card records, to receipts, we’ve made the process painless. You have the following options for sharing documentation with us.


Secure server based solution

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.
Download
Our team records all source items into our secure system.
Process
Our team of qualified accountants process the jobs and keep you posted about delivery schedule and progress.
Review
All completed jobs undergo a two-level review by an accounts manager and a quality assurance team.
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

Allow remote access
We remotely log-in to your system using a secure software like VPN / RDP / Citrix / GoToMyPC®.
Process
Our qualified accountants process the jobs and keep you posted about delivery schedule and progress.
Review
Completed jobs undergo a two-level review by an accounts manager and a quality assurance team.
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.




Courier

If you would like us to do the scanning for you simply ask us to schedule a pick-up for delivery at our Skipton office. We will do the scanning and upload the documents so we can start working on them.
Practice Manager, Hull
“QX have never let me down once & make our Accounts Production process not only seamless but also helps us deliver high quality to the client. Highly recommended.”


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