HOW IT WORKS 1. SIGN UP Getting started with Expedient Accounting is quick and easy. One of our customer service representatives will gladly respond and set up your complimentary consultation. Your consultation meeting will give you the opportunity to ask any additional questions you may have, and will also give Expedient Accounting an opportunity to design a customized program that works best for you. Once your customized program is in place, you are ready for the Setup process. 2. SETUP The first step of the Setup Process is determining which method of getting your information to Expedient Accounting is most convenient for you. If your preference is to upload your information through the Expedient Data Management Service (EDMS) on our website, we will provide you with a scanner to help you with this process. If you prefer to send us hard copies of your documents, we will provide you with postage paid U.S. mail or FedEx envelopes for your convenience. Next, you will be assigned a CPA manager to oversee and administer your account. Your CPA manager will provide you with log-in information to access your EDMS account on our website. He or she will also assist you with the set up of your scanner and answer any other questions you may have. 3. EXPEDIENT DATA MANAGEMENT SYSTEM (EDMS) Our Online Portal Makes All the Difference Providing and receiving information from us is easy because of our Expedient Data Management System (EDMS). EDMS is a secure and user-friendly online portal for sending us information, accessing your bookkeeping and payroll records, and communicating with our CPAs and staff. Using EDMS is safe, quick, and easy. |