How It Works

SimpleEntry makes data entry effortless for accounting firms. Our process is designed by CPAs who understand the day-to-day challenges of running a firm, so you get speed, accuracy, and growth without the overhead.

Step 1: Tell Us What You Need

We start by learning your firm’s workflow and software. Whether you use Drake, Lacerte, ProSeries, UltraTax CS, TaxWise, or QuickBooks, we match you with a dedicated team that already knows your platform. There’s no training, no long onboarding — just instant support that feels like an extension of your staff.

Step 2: Plug Into Your System

Your team works securely inside your existing environment. Using VDI or VPN access, our staff log directly into your systems, with no data ever stored locally. Multi-factor authentication, encryption, and role-based access controls ensure every step is safe and compliant with IRS, FTC, and international standards.

Step 3: Get Fast, Accurate Work Product

Your data entry tasks are completed quickly, accurately, and consistently — freeing your in-house team to focus on billable work, client strategy, and firm growth. Because your SimpleEntry team is fully trained and monitored with IRS-grade security tools, you can trust that the work is done right the first time.

Why Firms Choose SimpleEntry

The SimpleEntry Difference

This isn’t just outsourcing. It’s unlocking growth. With SimpleEntry, you turn data entry from a burden into a strategic advantage — saving money, protecting your firm, and creating room to scale.