How it Works Print E-mail

With Swizznet, the transition to online accounting is easy and painless. 

Getting Started
After signing up for a free 15-day trial, which we can get setup for you within one business day, we work with you and your client users to move your QuickBooks® files and any other files required for the accounting and bookkeeping process up to your Swizznet secure online data storage drive.  We provide free video tutorials and support from our U.S. based support staff.

We can also help you set your clients up with a document scanner so that they can scan in all of their source documents (bank statements, receipts, and any other paperwork you need to do their books) directly to their secure storage drive on Swizznet. Scanned documents are immediately available for access by both the client and accountant users.

The Day-to-Day Process
With the push of a button, your clients scan in all of their documents directly to their secure storage drive on Swizznet and it is immediately available for access and processing.

As their accountant, you can immediately access any new files they have scanned and process them. We recommend using dual or multiple monitors so that you can have the scanned-in source documents open in one monitor and input the necessary info directly into the QuickBooks® file in the other monitor.

With our QuickBooks® remote access solution, you and your clients can access the books, print reports or checks,  and work in real time from anywhere, at anytime. You can even be working in the same QuickBooks® file at the same time.

If your clients need help or training, you can shadow them while they work in their QuickBooks® file so you can see exactly what they're looking at on Swizznet and drive the mouse to help them out in real time. You no longer have to be physically looking over their shoulder to see what they’re doing or struggle with trying explain complex instructions over the phone.

TRY IT FREE TODAY - No credit card required for a free 15-day trial.

 
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Our Clients

As a provider of outsourced CFO consulting services, we need 24/7 remote access to our clients' books and records.  Swizznet not only enables us to do that with ease, they do it with "best in class" technology and customer support.

Steven Singer of Maven Strategic Solutions, LLC