Accounting IT Services

Expert service for Tax & Accounting applications

Welcome Networks install, maintain and troubleshoot Tax & Accounting applications from various vendors. With over 10 years of experience solely working with accounting firms we know all these programs (applications) by heart. As a business you can spend thousands of dollars on the state of the art software but you may not see any visible benefits from it. Reason behind that could be either the software is not installed right and/or staff is not using it as its fullest capacity. We specialize in installing and troubleshooting applications such as...

  • Taxprep (Personal, Corporate and Trusts)
  • CCH Document
  • CCH Scan
  • Practice
  • Engagement
  • Form master
  • Caseware
  • Caseware time
  • Simply Accounting
  • Quickbooks
  • Profile
  • US Tax software ( Lacert / Proseries)
  • Microsoft office (2003/2007)

Research tools:

  • CICA Handbook
  • CCH Online
  • Taxfind

Welcome Networks IT personnel are here to assist you in answering Questions like..

  • How should you install these applications on your network?
  • Is stand alone installation for Taxprep, Profile etc better than network installation?
  • In your tax software do you want your company profile and/or print formats setup once and replicated to all the computers?
  • How should updates to tax & accounting applications be handled during tax season? It is VERY important to apply updates to all your applications to ensure accurate CCRA forms are being used.
  • Quickbooks, Quicken, Simply accounting have many different versions, what's the best way to handle these software?
  • What is the best way to implement software that has many versions?
  • How can you save money on licensing cost?
  • If you have mobile users, are they able to work from a remote location?
  • What kind of firewall would your network need?
  • Do your servers have RAID 1 or RAID 5 for data protection?
  • Are your servers being backed up on regular basis?
  • How often do you perform restore tests to check if the data is really being backed up?
  • During the busy season, is it enough to backup your data only once a day?
  • How can you backup your work automatically few times a day during busy season, without spending any extra money on new hardware or software?
  • Is your data safe, incase disaster hits Vancouver and whole city is under water?
  • In case of a disaster, how fast you can setup your business again and start working?
  • Is email a secure way to send/receiving financial statements and/or other confidential documents?
  • Are you protected from spam?
  • Are your employees spending too much time on internet?
  • Can you restrict certain sites such as facebook, youtube etc.
  • Do you have a hardware rotation plan in place

CCH Document:

CCH Document is a complete document management solution developed specifically for accounting firms. CCH Document is a feature-rich application, and the extended feature set makes it a very viable solution for midsize to large firms. This is a total management system that control document storage and retention policies for both native and scanned documents.

Installation & Configuration

CCH Document is a scalable system that requires a fairly sophisticated configuration. You need experienced IT staff members that can layout the basic IT infrastructure. Welcome Networks is the only independent IT consulting firm who has been implementing CCH Document in the Metro Vancouver area. We have been implementing this amazing application since its launch in Canada. We know the process from A to Z. Having a local IT firm can assist in installing proper hardware and software that can really enhance your experience with CCH Document. We offer free network systems evaluation that can identify your hardware and software needs for this program.

Hardware/software Check list includes:

  • Laptops/workstations hardware & software configuration.
  • SQL server hardware & software configuration.
  • Exchange server hardware & software configuration.
  • Small business server and/or standard server.
  • Network setup.
  • Firewall setup
  • Backup hardware and software.

We also assist accounting firms in:

  • Defining Classes & subclasses
  • Extracting data from your time & billing software and getting it ready for CCH Document
  • Retention policy
  • Migrating existing data to CCH Document
  • Locking down exiting data
  • Lunch and learn sessions for CCH product training.

We are your local IT expert in setting up fully optimized Portal server and CCH SCAN.

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