About TADonline

TADonline is an outsourced accounting and bookkeeping firm covering every spectrum of the accounting field from small mom-and-pop companies to medium sized companies in the U.S.

The Challenge: Needed Organize Online Accounting Firm

• Having a staff that was 100% based from their homes almost destroyed the business - it was an organizational nightmare.
• TAD never knew:
• when work was completed
• how much work still needed to be completed
• or if employees had even received the work that was sent to them via e-mail
• Desperately needed a web-based project management solution
• Needed an inexpensive system to offset the small size of the company

The Solution: Central Desktop's Web-Based Project Management Solution

• Account Managers set-up all their accounting clients as project milestones in Central Desktop
• It keeps tasks separate by client & accounting group
• Project progress is easily monitored
• Simple task management solutions made it easy to track important billing and financial information & put it all on a schedule:
• Reminders are sent to management and the staff
• Work is properly assigned to the appropriate employees
• Central Desktop sends helpful task and work deadline reminders to management and the staff, keeping everyone on schedule
• TADOnline knows exactly when work is completed, thanks to the simple task completion update tabs
• It was simply & easy for accountants to use & adopt quickly
• The Public Workspace features allow for data to be shared quickly & easily with clients
• Clients can log on and see the status on their work, upload or download their financial records
• Clients can communicate directly with the staff working on their jobs, at times convenient for the client
• Managers save time, gaining the ability to focus more on clients and less on IT functionality

Tips to get your team on-board using Central Desktop:

• Put the tutorial videos to use - they are fantastic guides that usher users through the processes and tools available
• If staff is initially resistant to a new way to operate, make it clear that Central Desktop is an all - encompassing solution - once staff utilize the system and experience the ease of use, everyone will be hooked