Starting with SimpleEntry is designed to be fast, smooth, and stress-free. We know how disruptive new systems and staff can feel, so we’ve built our onboarding to be the opposite—simple. Here’s exactly what you can expect during your first week with us.
Day 1: Kickoff & Team Match
The process begins with a short kickoff call where you tell us what you need. This isn’t a sales meeting—it’s a focused conversation about your firm, your software, and the specific workflows where data entry is holding you back.
From there, we match you with a dedicated SimpleEntry team. This isn’t a pool of freelancers—it’s a group of trained professionals who already know the platforms you use every day: Drake, Lacerte, ProSeries, UltraTax CS, TaxWise, and QuickBooks. By the end of Day 1, you’ll know exactly who will be handling your data entry.
Day 2–3: Plugging Into Your System
Unlike traditional outsourcing, we don’t require you to bend over backwards to accommodate us. Our team plugs directly into your existing systems. Whether you use a secure Virtual Desktop Infrastructure (VDI) or a VPN, our access protocols align with IRS Publication 4557, FTC Safeguards, and ISO 27001 standards.
This stage is seamless—no extra hardware, no long setup times. You’ll see our team log in, connect to your systems, and begin working under strict security protocols.
Day 4–5: First Deliverables
By midweek, your SimpleEntry team is already producing results. You’ll receive your first batch of completed work product—fast, accurate, and ready for review.
Because our process is built around accuracy first, most firms are surprised by how little oversight is needed. Instead of rework or corrections, you’ll see clean, reliable data entry that meets your standards from day one.
End of Week 1: Relief
By the end of your first week, you’ll feel the difference. The hours your staff used to spend on repetitive data entry will already be freed up for higher-value tasks. Managers will spend less time supervising and more time focusing on clients. And your team will feel the relief of not having to worry about turnover, retraining, or backlogs.
The Bigger Picture
Week 1 is just the beginning. Once your SimpleEntry team is in place, you’ll discover how easy it is to scale. Need more capacity during tax season? We can expand your team instantly. Want to reduce overhead in the off-season? No problem. You stay flexible without the stress of hiring, firing, or retraining.
Why It Matters
Our goal isn’t just to save you time—it’s to unlock growth. By removing the single biggest bottleneck in accounting operations, we give you back the bandwidth to take on more clients, deliver faster results, and drive real profitability.
In Week 1, you’ll see the transformation begin. In the weeks that follow, you’ll wonder why you ever handled data entry in-house.