How It Works

A Simple Process Built for Accounting Firms

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 and no long onboarding—just instant support that feels like an extension of your staff.

Three Simple Steps

1. Tell Us What You Need

We learn your workflow, software, priorities, and capacity needs so the right team can plug in immediately.

2. Plug Into Your System

Our team works securely inside your existing environment through VDI or VPN, with MFA, encryption, and role-based access.

3. Get Fast, Accurate Work

Your tasks are completed quickly and consistently, freeing your in-house team for billable work, strategy, and growth.

Why Firms Choose SimpleEntry

Save up to 50% instantly by cutting salaries, benefits, and overhead tied to data entry.
Scale without stress during tax season or growth periods.
Say goodbye to turnover and repeated hiring and training.
Improve accuracy with fewer mistakes and less oversight.
Rely on trusted security aligned with IRS Pub 4557, the FTC Safeguards Rule, ISO 27001, and more.

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.